Salesforce CRM Migration is a application that automates and streamlines the end-to-end migration of data and processes from Salesforce to ServiceNow. It validates readiness across key components such as applications, roles, tables, data, and security, while automating data transfer to ensure accuracy and consistency. The solution includes a Self-Assessment Engine, Knowledge Optimizer, and CRM App Validator to identify gaps, improve knowledge, and monitor critical plugins. It also provides Automated Salesforce Data Sync and an Enhanced Multi-Tab Dashboard with Overview, Migration, Analytics, and Settings tabs for full visibility and control. This ensures a smooth, low-risk migration, reduces manual effort, and enables stakeholders to efficiently manage the entire process.
Self-Assessment Engine:
Allows users to evaluate their environment’s readiness across key areas including applications, roles, tables, data, and security. This simplifies and automates the migration assessment process while increasing visibility and reducing manual effort.
Categorized Checklists and Validation Logic:
Helps identify readiness gaps quickly. Teams can take corrective actions efficiently, supporting reduced deployment risks and preventing migration delays.
CRM Knowledge Optimizer:
Analyzes existing knowledge articles, identifies outdated or redundant content, and recommends improvements. This ensures organizations maintain relevant and accurate knowledge throughout the migration process.
CRM App Validator:
Automates the validation and monitoring of store applications required for deploying Now Assist Skills. It provides a centralized workspace with real-time plugin status tracking, categorized views, and single-click actions for installing, upgrading, or repairing applications. By detecting missing, outdated, or misconfigured plugins, it reduces manual effort, minimizes configuration errors, and ensures the environment remains production-ready. Entitlement-based visibility supports secure and compliant management of critical AI-enabled plugins.
Automated Salesforce Data Sync:
Enables users to manually execute a scheduled job that pulls all object data from Salesforce into ServiceNow target tables. This ensures data is updated on demand and readily available in ServiceNow.
Enhanced Multi-Tab Dashboard:
Provides a streamlined interface with dedicated tabs for:
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Overview: Tracks migration progress, record statuses, and highlights “Needs Attention” items like inactive contacts or expired contracts.
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Migration: Supports Salesforce-to-ServiceNow migrations with field mapping and sample trigger testing before full migration.
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Analytics: Centralized dashboard for migrated, updated, and ignored records, ensuring full visibility.
Settings: Hub for guided setup, data sources, scheduled jobs, transform maps, and REST message properties.
Introduces a streamlined, user-friendly interface with dedicated tabs for managing the migration process. The Overview tab tracks progress and highlights critical items needing attention, Migration enables controlled Salesforce-to-ServiceNow data transfers with field mapping and sample testing, Analytics provides full visibility into migrated, updated, and ignored records, and Settings centralizes configuration options for setup, data sources, and scheduled jobs. This enhancement improves efficiency, transparency, and ease of use during migration.
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Servicenow plugin : Contract Management Pro [sn_cm_pro]
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Lead Management Application [sn_lead_mgmt]
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System Import Sets