Best Practices to Prepare for Territory Management 2.0

2020 Veeva Commercial & Medical Summit

Rob WalterConsultant, Territory

Management 2.0 Domain Lead

Danielle MasterCustomer Success Manager

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Agenda

Territory management 2.0 overview1TM2.0 data model & impacts2Remediation3Data migration4Resources5

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Session Objectives

Learn aboutTerritory Management

2.0

Understandits impact

Know howto prepare

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Territory Management in Salesforce.com

Territory Management

2.0

Territory Management

1.0

Territory Management

2.0

Territory Management

1.0Retires June 2021

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Veeva Investment in TM2.0

TM2.0 ready TM2.0 readyFree org

assessments

Reduced rates Education

Budgetary estimate

Global account search

Migrationtool

Extended timeline

2021

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Territory Management

Territorytree

Assign roster members

Assign accounts Access Rules

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Account Territory LoaderZipToTerr Veeva Align

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New TM2.0 Data Model & Impacts

Key Impacts

• Impact analysis required & remediation

• Data migration required

• Deployment coordination required

• June 2021 deadline

TM2.0 Data Model

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Mobile versions to be retired

Veeva CRM Tablet Edition

Veeva CRM on Windows 8

Veeva CRM on Windows 10 Devices prior to Build 16299 (Fall Creators

Update, Version 1709)

Remediation

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TM2.0 Remediation Level of Effort

• Veeva out-of-the-box

• Data load process

• Veeva CLM

• Account page layout

• Veeva CRM MyInsights

• Sharing rules

• Data migration

• Reports

• Integrations

• Customization

Effort level

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Veeva Nitro

Veeva Nitro

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Global Account Search (GAS)

Global account search

Data Migration

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Data Cutover Procedure

TM1.0 TM2.0Enable TM2.0 –blackout period

Over the weekend

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Sandbox Project Plan

Data migration TestPlan Remediation

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Production Project Plan

Deploy remediation

Go livePlan Data migration

Enable TM2.0 blackout period

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

✓ Territories

✓ UserTerritory

✓ AccountShare

Deploy Remediation

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Deploy Remediation

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24Copyright © Veeva Systems 2020

Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Deploy Remediation

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Territory

UserTerritory

AccountShare

Territory2

UserTerritory2Association

ObjectTerritory2Assignment

Deploy Remediation

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Deploy Remediation

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Deploy Remediation

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Export TM1.0 Data Enable TM2.0(via support ticket)

Load Data into TM2.0 Model

Activate TM2.0 Model

Deploy Remediation

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Additional Scenarios

1 2 3

Veeva CRM with all countries managed

by Veeva Align

All territories managed by Veeva CRM

Veeva CRM with some countries

managed by Veeva Align

Resources

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Resources

Get started with enterprise territory management

Salesforce Resources

Support.Veeva.com

Webinar recording | FAQ | Gap analysis

Data Migration guide

Veeva Resources

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TM2.0 Salesforce Data Migration Tool

Has some gapsOpen source (unsupported)

Automates TM2.0 data migration

Available on GitHubhttps://github.com/sfdx-isv/territory-management-toolkit

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Best Practices

Leverage Veeva’s

resourcesPlan Migrate

Thank you

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Learn More

• Veeva Roadmap: Veeva AlignWednesday, June 10 - 11:00 a.m.

• Enabling Digital Channels with Veeva AlignWednesday, June 10 - 1:00 p.m.

Wednesday, June 10 - 5:00 p.m.

Related Sessions

• Visit the Solutions AreaChat with Veeva expertsBook a 1:1

• Connect via BraindateMeet with other attendees on topics of interest

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