Implementation modules

Salesforce Data Import Planning

Plan the migration before anything moves: mapping, quality, and a rehearsal.

Runs mid-engagement, once the foundation is in place

Data migration decisions are cheap to change on paper and expensive to change after go-live. In this module we inventory your legacy data, map it to the new model, set quality rules and deduplication strategy, and rehearse the import against a sandbox. You finish with a migration plan you have already seen work once.

Where this falls

Step 7 in the Agentforce Nonprofit Fundraising with Data Migration

The Agentforce Nonprofit Fundraising with Data Migration runs its modules in sequence. Every engagement includes each step, whether or not it has a page here yet.

Philanthropy and Partnership Management

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Salesforce Data Import Planning

Compliance and Security in Nonprofit Cloud

Where this falls

Step 9 in the Agentforce Nonprofit Grantmaking with Data Import Support

The Agentforce Nonprofit Grantmaking with Data Import Support runs its modules in sequence. Every engagement includes each step, whether or not it has a page here yet.

Advanced Reporting and Dashboards

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Salesforce Data Import Planning

Compliance and Security in Nonprofit Cloud

Where this falls

Step 7 in the Agentforce Nonprofit Programs with Data Migration

The Agentforce Nonprofit Programs with Data Migration runs its modules in sequence. Every engagement includes each step, whether or not it has a page here yet.

Define, Measure and Report Outcomes with Outcome Management

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Salesforce Data Import Planning

Compliance and Security in Nonprofit Cloud

Every module ends the same way

Your team drives, and the documentation is yours to keep.

Talk through a plan →