Converting existing reports in legacy systems to salesforce quickly

One of the challenges in salesforce is to build existing reports in legacy applications quickly. These projects tend to drag for a long time resulting in executives losing patience and taking a long time. Here are some quick things you can do to speed up your projects.

Requirement analysis

1. Define filters,  columns , grouping data fields for summary reports in your requirements document for each report.

2. Map each report columns with corresponding  salesforce objects and fields and define formulas for computation if there are calculations.

3. Define types of users who would look at reports and define filters for each type of users like account ids, product category ids etc.

Implementation

4. Use ETL tools like Jitterbit, Talend to move data from external applications to salesforce.

5.  Make sure date fields are formatted with user preferences.

Validation

6. Do a record count from source system to salesforce system on each report and make sure numbers match closely.

7. Understand limitations , governor limits in salesforce and educate users on complexity on high volume reports and implement them as a phase2 item.

Quick Checklist for you to consider

1. Have you mapped all the columns of the reports with corresponding salesforce object and field and defined filters for each report?

2. Do you know the formula for computed fields and understand how to compute them?

3. Do you have a count for each report on the existing legacy system to match with salesforce system?

4. Do you know which reports are complex due to data relationships, high volume of data or charts and talked to users to deliver it as a phase2?

5. Did you consider all date fields, currency fields and plan to display based on user preference?

These are some quick things you can check before you start implementing which would help deliver your reports quickly. Please feel free to post your comments on this post and feel free to email me at buyan47@gmail.com for any questions.

Hi there! Thanks for visiting my blog. My name is Buyan Thyagarajan (Buyan47) . I am a Salesforce consultant specializing in higher education and helping businesses to measure business results , be proactive with their customers , prevent problems before hand and make the right decisions using Salesforce CRM. This blog would help you in the following way. a. For Universities, my articles and tips would help you to increase your student recruitment, get better insights on your marketing campaigns and ensure student success by maximizing the features available in your salesforce org, integrate with your student information systems ( Banner, Ancor etc) and create a connected campus on the digital world. b. For Salesforce admins, my articles would help you to be proactive with your salesforce crm, prevent problems and make the right decisions on different problems with salesforce. c. For Business executives, my articles would help to measure business results with your salesforce crm, increase adoption and provide solutions for your business problems. d. For IT executives and developers, my articles would help you on best practices on change management, provide insights on increasing your performance with your current development teams and guide you to make better architectural decisions with salesforce and salesforce1. I am passionate about the following. a. Software is meant to automate work but in reality IT is the most manual industry where programmers have to type those 100,000 lines of code everyday to make things work. Programmers get lost in the code and business folks wonder why the programmers are not getting it. I have some insights on this and in the process of publishing a book which should help in the following. a. Help IT teams to be innovative and offer business value b. Career pathway for programmers c. Relevant things a business user can provide to IT to get things done quick. Please feel free to post your comments on the site on my articles and any questions you have and I would be glad to answer it for you. To reach me Ph: 302-438-4097 m: buyan47@gmail.com

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