Skip to main content

Migration Process Training

Please review the 13 minute training video in Gong here: https://app.gong.io/call?id=8983735014238067423

This training video is specific to how Migrations is designed in Phase 1. The process is likely going to change dramatically and there are plans to use the Migrations object in Salesforce for a number of situations.

The training video above details:
- How a Migration record is created through automation

- What the fields on the Migration record mean; how they are intended to be used

- How to appropriately move a Migration record through each status (New, Cancelled, Working, Scheduled, Completed)

- List Views of Migrations

 

The Owner on Migrations is automated at the moment through a custom object called "Round Robin". When a Migration record is created, records from the Round Robin are queried. Individuals a part of the "Migration - Internal" process are found and the person with the lowest count will be assigned to the newly-created Migration record.