January 19, 2016
Category: KELL Labs
Written by Anne Crawford
In part one of this series, we covered the good news about converting to NPSP 3.0 Household Account model and how to know if your data was conversion ready. If your data is ready, there are many excellent resources available on exactly how to convert. Just make sure you follow the instructions to the letter and always test your conversion first in either a full sandbox or one with a representative sample of your accounts, contacts, households, opportunities and activities.
However, if you’re not as lucky as those with pristine data formats (you’re not alone), this post will address a few of the more challenging situations and what to do about them. In some cases, you just need to perform a few extra steps before or after your conversion. In others, you may need to bring in some help from a partner such as KELL Partners, or even migrate to a completely new instance of Salesforce.
Here are 7 scenarios that will cause problems in your conversion if not remedied ahead of time, we’ll call these the “Bad and Ugly” scenarios. But, not to worry, they are addressable with the proper administrative skills and time to correct them.
Read more: Part 2: The Bad & Ugly - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions