With years of helping countless commercial and retail banks, credit unions, and financial firms move to Salesforce Financial Services Cloud (FSC), we’ve become experts in the dos and don’ts of moving over to FSC. Zennify is a preferred Salesforce partner for FSC implementations and migrations and we built the Salesforce Financial Services Cloud Transition Assistant Tool.
Salesforce Financial Services Cloud Migration Considerations
The key technical priorities that need to be considered before moving to FSC are:
- How much data should you bring into FSC?
- Is your org ready for FSC?
- How do you handle integrations & ISV / 3rd party solutions?
- What’s the best method to move to FSC?
De-risking Your FSC Migration with the Transition Assistant
The new Salesforce Financial Services Cloud Transition Assistant tool, built by Zennify for Salesforce, provides significant time-savings for migration analysis while de-risking the project. The tool can be run for free in your Sandbox and provides a detailed recommendation of the best migration path for your company.
Organizations that have used the Salesforce FSC Transition Assistant tool have seen a 30% reduction in migration time and 40% faster time-to-value.
How the Salesforce FSC Transition Assistant Works
Zennify will run the assessment tool for free in your Salesforce Sandbox in only a few hours, and you will get clear recommendations on the best path to upgrade to Financial Services Cloud. We’ll work with you to outline steps to complete a smooth transition.
After you answer a few questions, the tool provides a detailed report of all the impacted objects and customizations in your org along with a recommended path forward and steps to complete your transition. The downloadable and print-ready report will summarize the following:
- Evaluation of your existing custom code, configuration and installed apps
- Guided mapping of your org’s data model to the FSC objects and data model
- Recommended transition approach
- Impact analysis including estimated level of effort
- Suggested steps to complete before your FSC transition
- Recommended FSC features for your business
The tool also provides automation capabilities to get FSC installed and to migrate existing customizations. It’s a perfect solution for helping to drive a business case.
A CRM lead at Safe Credit Union, a Zennify customer, shares her experience with using the Salesforce FSC Transition Assistant tool for their migration.
“What really delighted me about the FSC Transition Assistant is how easy it made my job. It gave me an artifact that I can use to approach my leadership to say this is my plan, this is why, and you can see all the information that has led up to this decision.”
Sara Herrera, M.Ed.