Maintaining Data Integrity: Steps for Migrating Legacy Data, Email Alerts, and Approval Processes

CD

To maintain data integrity during the migration process of legacy data, email alerts, and approval processes after acquiring another company, the consultant should perform the following two steps:

1. Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes: This step involves combining the data and configuration from the legacy Salesforce org (belonging to the acquired company) into Universal Containers' (UC) Salesforce org. By merging the orgs, the consultant ensures that the data and configuration, including approval processes, are consolidated into a single Salesforce instance. This helps maintain data integrity by centralizing all relevant information in one place.

2. Enable the Create Audit Fields permission to insert historically accurate records: Enabling the Create Audit Fields permission is important to maintain data integrity during the migration process. This permission allows the insertion of historically accurate records, which ensures that the data being migrated includes the necessary audit trail information. Audit fields, such as Created Date, Created By, Last Modified Date, and Last Modified By, are important for tracking and maintaining the integrity of the data. By enabling this permission, the consultant ensures that these audit fields are populated correctly during the migration, preserving the historical accuracy of the records.

Options A, B, C, and D:

• Option A (Insert users, and then migrate email alerts and approval processes into UC's Salesforce org) does not address the complete migration of legacy data and does not consider merging the orgs to centralize the information.
• Option B (Use the Salesforce Approval Process done feature to migrate approval processes) does not exist in Salesforce. There is no specific feature called "Salesforce Approval Process done" for migrating approval processes.
• Option C (Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes) is one of the correct steps, as explained above.
• Option D (Enable the Create Audit Fields permission to insert historically accurate records) is the other correct step, as explained above.

Therefore, the correct answers are: Option C (Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes) and Option D (Enable the Create Audit Fields permission to insert historically accurate records).