Migration Records - Created by Mistake or Critical Information Missing?
Since Migration records are auto-created based off of criteria from a Closed Won Opportunity and its related Order, sometimes, there can be inaccurate information that makes the system think a migration is happening.
However, usually, there is missing information (due to a poor data migration from Zuora), such as the "From Platform" being blank.
There are 3 clues to look at to know whether a migration record was created in error or whether critical information is missing and needs to be added:
- Check all the Contracts on the Account
- Who created the Contract? Was it "Zuora Data Migration" user? If so, there is probably some missing information.
- Check the Opportunity that triggered the Migration record creation
- Did the Sales Rep happen to add a Migration product to the Quote? If so, what is the "From Platform" there?
- Check the Hub
- Always verify in the Hub whether there is a potential legacy system on the Account
- [Optional] Verify with the Sales Rep on the related Opportunity
See this training video for detailed instructions. Never mark a Migration record as "Cancelled" until you thoroughly investigate and know for certain that the record was created in error.
Gong Link: https://app.gong.io/call?id=7554584971494793653