Best Practices to Prepare for Territory Management 2€¦ · Rob Walter Consultant, Territory...
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Best Practices to Prepare for Territory Management 2.0 2020 Veeva Commercial & Medical Summit
Transcript of 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
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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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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
Connect & Learn
