Best Practices to Prepare for Territory Management 2€¦ · Rob Walter Consultant, Territory...

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

3Copyright © Veeva Systems 2020

Agenda

Territory management 2.0 overview1TM2.0 data model & impacts2Remediation3Data migration4Resources5


Session Objectives

Learn aboutTerritory Management

2.0

Understandits impact

Know howto prepare


Territory Management in Salesforce.com

Territory Management

2.0


1.0


2.0


1.0Retires June 2021


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



Territorytree

Assign roster members

Assign accounts Access Rules


Account Territory LoaderZipToTerr Veeva Align


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


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


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


Veeva Nitro

Veeva Nitro


Global Account Search (GAS)

Global account search

Data Migration


Data Cutover Procedure

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

Over the weekend


Sandbox Project Plan

Data migration TestPlan Remediation


Production Project Plan

Deploy remediation

Go livePlan Data migration

Enable TM2.0 blackout period


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





Deploy Remediation





Territory

UserTerritory

AccountShare

Territory2

UserTerritory2Association

ObjectTerritory2Assignment

Deploy Remediation





Deploy Remediation


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


Resources

Get started with enterprise territory management

Salesforce Resources

Support.Veeva.com

Webinar recording | FAQ | Gap analysis

Data Migration guide

Veeva Resources


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


Best Practices

Leverage Veeva’s

resourcesPlan Migrate

Thank you


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

Connect & Learn

Best Practices to Prepare for Territory Management 2€¦ · Rob Walter Consultant, Territory...

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