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VR Not Migrated: Field

The document contains information about various validation rules and workflow rules that need to be migrated from one Salesforce org to another. It lists the names of the rules and objects they apply to, as well as issues found such as missing fields, objects, or users that need to be addressed during the migration. It also provides details on missing record types, users to add to email alerts, and changes needed to field update rules and criteria.

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pipunx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as ODS, PDF, TXT or read online on Scribd
132 views26 pages

VR Not Migrated: Field

The document contains information about various validation rules and workflow rules that need to be migrated from one Salesforce org to another. It lists the names of the rules and objects they apply to, as well as issues found such as missing fields, objects, or users that need to be addressed during the migration. It also provides details on missing record types, users to add to email alerts, and changes needed to field update rules and criteria.

Uploaded by

pipunx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as ODS, PDF, TXT or read online on Scribd
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VR not migrated

VR name
Oppty_Ship_To_Country_Blank
Reqd_Fields_for_Finance_Approval
Reqd_Fields_for_Legal_Approval
Require_Contact_Roles_if_Probability_30
Require_Wholesale_Fields
RoadMap_Rule
SPI_Closed_Won_Stage_Req_Fields
SPI_Negotiate_Stage_Req_Fields
SPI_Qualify_Stage_Req_Fields
STS_info_required_for_LTC_STS_clients

Added fields
Field
Contract__c
Contract_Type__c
Net_New_ARR__c
description
Ship to object not present
Ship to object not present
Waiting to confirm Assigned DSC object
No mappings found for record types in the formula
Has_Wholesale__c couldn't be created, it has reach the max of 25 roll ups fields
Roadmap__c field doesn't exist even in prod
No mapping for recordtypes referenced in formula
No mapping for recordtypes referenced in formula
No mapping for recordtypes referenced in formula
field Has_STS__c doesn't exists even in prod

Object
Opportunity
Contract
Opportunity
Rule Name
Taxify/BEV Opp in Stage 0 For 2 Days
AlertonnewTaxwarePSOppCreation

NextStepsChange
Opp Owner Alert: SE Assigned

PPL Finance Closed Won Notification

Alert VAT Approvals Software at List price

BLDEmailRule3
Broadridge TMS Stage 4

Convey - Opportunity - Email Alert - Alert PM of


Convey - Opportunity - Email Alert - Desktop/

Convey - Opportunity - Email Alert - PM of Oppo


Convey - Opportunity - Email Alert - Stage Mo
Convey - Opportunity - Email Alert - Win Email

INV - Opportunity - Field Update - Renewals C

Legal Rejected Opp

Moneyball notice to Christiano

NextStepsChange

Notify Legal when Opp is Finance Approved

PPL - Opportunity - Email Alert - Finance Rejec

PPL Sales Only - Email Alert - Closed Won Notif

Renotify Legal
SME Closed Won Alert for Adam Evanoff
Stage 3-5 to Closed Alert
1099
Stage 3-5 to Closed Alert: ACA and ENT SUT
Stage 3-5 to Closed Alert: AEOI VAT

Stage 3-5 to Closed Alert: BevAlc

Stage 3-5 to Closed Alert: SME

Stage Change Notice


Stage Change Notice: Brent and Kirk

Taxware - Opportunity - Email Alert - Opportun


Taxware - Opportunity - Email Alert - Opportun
Taxware - Opportunity - Field Update - Renew
VATR - Opportunity - Email Alert - Opportuniti

Closed Won/Lost from Stage 3-5

Users
Id prod
005i0000000TNNF
005i00000095C9b
005i0000000S45e
005i00000082xSS
005i0000004i6NM
005i00000080uYN
005i00000081Mgp
0050H000008anVM
005i0000007hlcx
Description
User Eric Johnson missing to add to the email template
Users Tim Roden and Andrew Elvester missing to add to the template

Missin users Name prod


Trent Howell
Marcelo Salvatierra
Greg Belanger
Kristin Marino
Nate Shields
Eric Johnson
Jeff PoquetteMissin users Name prod
Trent Howell
Marcelo Salvatierra
Greg Belanger
Kristin Marino
Nate Shields
Eric Johnson
Jeff Poquette
User Solutions Engineer missing to add to the email template recipients

Following users pending to be added to the email template recipients:Natalia


Escobar
Gustavo Alzerreca
Roberto Vallejos
Felipe Venegas
Marcio AparecidoFollowing users pending to be added to the email template
recipients:Natalia Escobar
Gustavo Alzerreca
Roberto Vallejos
Felipe Venegas
Marcio Aparecido
Pending to create VF email Alert VAT Approvals, needed class
getConvertedCurrency
Add user
Customer Portal User: Sales OpsAdd user
Customer Portal User: Sales Ops
Add user Paul Banker to email recipient

User: Paul Banker


User: Andrew Elvester
User: Richard Littlefield Jr.
User: Clark Sells
User: Rob Anthony
User: Adam Evanoff
User: Alex DubraUser: Paul Banker
User: Andrew Elvester
User: Richard Littlefield Jr.
User: Clark Sells
User: Rob Anthony
User: Adam Evanoff
User: Alex Dubra
User: Karen Gentile
User: Joseph DolanUser: Karen Gentile
User: Joseph Dolan

User: Stacy Nagassar


User: Stacy Nagassar
User: Erik Gilder
User: Mark Christenson
Opportunity Record type "INV - Renewals - Closed" missing for field update
Flip_opp_record_type_to_inv_renew_closed

User: Leanne Cronic-Powell


User: Tanner Baloh
User: Jennifer SciontiUser: Leanne Cronic-Powell
User: Tanner Baloh
User: Jennifer Scionti
User: Cristiano Bruschi
User: Erik Gilder

Users don't exist: Kristin Marino


Marcelo Salvatierra
Trent Howell
Greg Belanger
Nate Shields
Poquette
User: Leanne Cronic-Powell
User: Tanner Baloh

User: Tiago Abreu


User: Paloma Oliveira

Missing Email Field: PSLeadershipEmail and field update PSLeadershipEmail


User: Leanne Cronic-Powell
User: Tanner Baloh

User: Adam Evanoff

User: Michael Atwood


User: Mark Christenson
User: Casper Winkelman
User: Liz Watson
User: Emily Kalkhofer
User: CJ Towle
User: Larry Cormier

User: Erik Gilder for email


User: Kirk Sampson for email template

User: Elizabeth Cormier


User: Aaron Hill
User: Richard Collopy
Missing opportunity record type: Taxware - Renewals - Closed
User: Jessica Zangri
User: Jeroen Wensveen
User: Devin Garvey

Name prod Id Reeboot


Trent Howell 0056A000002h3wR
Marcelo Salvatierra 0056A000002h3ea
Greg Belanger 0056A000002h3wI
Kristin Marino 0056A000002h3cL
Nate Shields 0056A000002h3ZP
Eric Johnson 0056A000002h3bY
Jeff Poquette 0056A000002h3br
Brent Siegel 0056A000002h3tM
Kirk Sampson 0056A000002h3bH
Rule Name
All - Account - Email Alert - At Risk
All - Account - Email Alert - At Risk Convey
All - Account - Email Alert - At Risk Convey

All - Account - Email Alert - At Risk Updates & - INV

All - Account - Field Update - Mark Client Since


BEV - At Risk Reason Cancellation Request
BEV - At Risk Reason Cancellation Request

Convey - Account - Field Update/Email Alert - Notice Given


Convey - Account - Email Alert - Send email for former accounts
Convey - Account - Field Update - Create Convey Record Type on Division

INV - Account - Field Update - Create Ship Record Type on Division

Notify when Client Health Changes


OffHold_CompServMgrNotifications
PPL - Account - Field Update - Update Record Type on Division
SC - Account - Field Update - Create Ship Record Type on Division

SC - Account - Field Update - Populate Record Type Based on Division


Set inv as subregion on create
Taxify - Account - Field Update - Create Ship Record Type on Division
Taxware - Account - Email Alert - At Risk - STS Manager
Taxware - Account - Email Alert - At Risk - STS Manager Cert Mgr

Taxware - Account - Field Update - Create Taxware Acct Record Type on Division
Taxware - Account - Field Update - Division Autopopulate

Taxware - Account - Field Update - Stamp Audit Noted Date

updateD&BFieldsonAccount
VATR - Account - Field Update - Division Autopopulate
VATR - Account - Field Update - Populate Record Type Based on Division
Description
User: Stacy Nagassar
Record type = Convey
User: Stacy Nagassar

User: Laura Handler User: Oscar Caicedo


User: Aldo Souza
User: Steven SpragueUser: Laura Handler User: Oscar Caicedo
User: Aldo Souza
User: Steven Sprague

AND(ISCHANGED(Type), ISPICKVAL(PRIORVALUE(Type), "Prospect") ) Error: Function


ISCHANGED may not be used in this type of formula

User: Cassandra Fosberry

User: Chris Carter


User: Leah Conn
User: Allie DuChene
User: Swen Erickson
User: Jean Hanson
User: Eric Heisler
User: Nancy Nordlund
User: Jon Paradis
User: David Sandhoefner
User: Ryan Stilwell
User: Theresa Tatge
User: Troy Thibodeau
User: Melanie Glawe
User: Stacy Nagassar
User: Kevin DrakulicUser: Chris Carter
User: Leah Conn
User: Allie DuChene
User: Swen Erickson
User: Jean Hanson
User: Eric Heisler
User: Nancy Nordlund
User: Jon Paradis
User: David Sandhoefner
User: Ryan Stilwell
User: Theresa Tatge
User: Troy Thibodeau
User: Melanie Glawe
User: Stacy Nagassar
User: Kevin Drakulic
User: Jon Paradis
User: Troy ThibodeauUser: Jon Paradis
User: Troy Thibodeau
Condition Formula ask only for Account: Division EQUALS Convey
Rule Criteria
Account: DivisionEQUALSConveyRule Criteria
Account: DivisionEQUALSConvey

Function ISCHANGED may not be used in this type of formula


Function ISCHANGED may not be used in this type of formula
Account: Division EQUALS PPL
Account: DivisionEQUALSShipCompliant

(Account: Division EQUALS ShipCompliant) AND (Account: Account Record Type NOT
EQUAL TO Acquistion)
(Account: Division EQUALS ShipCompliant) AND (Account: Account Record Type NOT
EQUAL TO Acquistion)

Account: DivisionEQUALSTaxify

(Account: DivisionEQUALSTaxware) AND (Account: Account Record TypeNOT EQUAL


TOAcquistion)
Field to update Account: Division

DandbCompanyId not found, it is a field in account pointing to object D&B Company not
existing in reboot prod
Field to Update Account: Division
Rule Criteria
(Account: DivisionEQUALSVATR) AND (Account: Account Record TypeNOT EQUAL
TOAcquistion)
Old

(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(

AND(ISCHANGED(At_Risk_Status__c),
NOT(ISPICKVAL(Division__c,"ShipCompliant")),
NOT(ISPICKVAL(Division__c,"Taxify")),
NOT(ISPICKVAL(Division__c,"INV")),
NOT(ISPICKVAL(Division__c,"PPL")), AND(NOT(ISPICKVAL(Type,
"Taxware Test")), NOT(ISPICKVAL(Type, "House Account"))))

IF(AND(ISPICKVAL(At_Risk_Reason__c, 'Cancellation Request'), Rec


AND(
NOT(ISNEW()),
RecordType.Id = "012i0000001AXIg",
OR( ISCHANGED(Client_Health__c),
ISCHANGED(At_Risk_Status__c), ISCHANGED(At_Risk_Level__c),
ISCHANGED(At_Risk_Reason__c),
ISCHANGED(At_Risk_Status_Date__c ),
ISCHANGED(At_Risk_Notes__c),
ISCHANGED(At_Risk_Escalation_Executive_Owner__c),
ISCHANGED(Competitors__c),
ISCHANGED(Cancellation_Request_Date__c ),
ISCHANGED(At_Risk_Resolution__c) ) ) AND(
NOT(ISNEW()),
RecordType.Id = "012i0000001AXIg",
OR( ISCHANGED(Client_Health__c),
ISCHANGED(At_Risk_Status__c), ISCHANGED(At_Risk_Level__c),
ISCHANGED(At_Risk_Reason__c),
ISCHANGED(At_Risk_Status_Date__c ),
ISCHANGED(At_Risk_Notes__c),
ISCHANGED(At_Risk_Escalation_Executive_Owner__c),
ISCHANGED(Competitors__c),
ISCHANGED(Cancellation_Request_Date__c ),
ISCHANGED(At_Risk_Resolution__c) ) )
AND(
NOT(ISPICKVAL(Type,"Former Client")),
NOT(ISPICKVAL(Division__c,"INV")),
ISPICKVAL(Accounting_Hold__c ,"No"),
ISCHANGED(Accounting_Hold__c),
OR(
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Yes"),
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Pending")
),
OR(
NOT(ISBLANK(Compliance_Services_Cert_Mgr__c)),
NOT(ISBLANK(STS_Manager__c))
)
)AND(
NOT(ISPICKVAL(Type,"Former Client")),
NOT(ISPICKVAL(Division__c,"INV")),
ISPICKVAL(Accounting_Hold__c ,"No"),
ISCHANGED(Accounting_Hold__c),
OR(
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Yes"),
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Pending")
),
OR(
NOT(ISBLANK(Compliance_Services_Cert_Mgr__c)),
NOT(ISBLANK(STS_Manager__c))
)
)

(Account: DivisionEQUALSINV) AND (Account: Sub-RegionEQUALSnu

(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(


(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s

(Account: Recent AuditEQUALSYes) AND (Account: DivisionNOT


EQUAL TOINV,PPL)

IF(
NOT(ISBLANK(DandbCompanyId)),
TRUE,FALSE
)
New

(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: TypeNOT EQUAL TOTaxware Test,House Accou

AND(ISCHANGED(At_Risk_Status__c),
AND(NOT(ISPICKVAL(Type, "Taxware Test")),
NOT(ISPICKVAL(Type, "House
Account"))))AND(ISCHANGED(At_Risk_Status__c),
AND(NOT(ISPICKVAL(Type, "Taxware Test")),
NOT(ISPICKVAL(Type, "House Account"))))

IF(ISPICKVAL(At_Risk_Reason__c, 'Cancellation Request'),true,false)


AND(
NOT(ISNEW()),
OR( ISCHANGED(Client_Health__c), ISCHANGED(At_Risk_Status__c),
ISCHANGED(At_Risk_Level__c), ISCHANGED(At_Risk_Reason__c),
ISCHANGED(At_Risk_Status_Date__c ), ISCHANGED(At_Risk_Notes__c),
ISCHANGED(At_Risk_Escalation_Executive_Owner__c),
ISCHANGED(Competitors__c), ISCHANGED(Cancellation_Request_Date__c ),
ISCHANGED(At_Risk_Resolution__c) ) )AND(
NOT(ISNEW()),
OR( ISCHANGED(Client_Health__c), ISCHANGED(At_Risk_Status__c),
ISCHANGED(At_Risk_Level__c), ISCHANGED(At_Risk_Reason__c),
ISCHANGED(At_Risk_Status_Date__c ), ISCHANGED(At_Risk_Notes__c), EMAIL Alert: Notify when Client Health Changes
ISCHANGED(At_Risk_Escalation_Executive_Owner__c), Trent Howell
ISCHANGED(Competitors__c), ISCHANGED(Cancellation_Request_Date__c ), Laura Handler
ISCHANGED(At_Risk_Resolution__c) ) ) Eric Gilder
AND(
NOT(ISPICKVAL(Type,"Former Client")),
ISPICKVAL(Accounting_Hold__c ,"No"),
ISCHANGED(Accounting_Hold__c),
OR(
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Yes"),
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Pending")
),
OR(
NOT(ISBLANK(Compliance_Services_Cert_Mgr__c)),
NOT(ISBLANK(STS_Manager__c))
)
)AND(
NOT(ISPICKVAL(Type,"Former Client")),
ISPICKVAL(Accounting_Hold__c ,"No"),
ISCHANGED(Accounting_Hold__c),
OR(
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Yes"),
ISPICKVAL(PRIORVALUE(Accounting_Hold__c), "Pending")
),
OR(
NOT(ISBLANK(Compliance_Services_Cert_Mgr__c)),
NOT(ISBLANK(STS_Manager__c))
)
)

Account: Sub-RegionEQUALSnull

(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: Compliance Services MgrNOT EQUAL TOnull)
(Account: At Risk StatusEQUALSAt Risk: Account,At Risk: Asset(s)) AND (Account: Compliance Services - Cert. MgrNOT EQUAL T

Account: Recent AuditEQUALSYes


UAL TOTaxware Test,House Account)
otify when Client Health Changes
Services MgrNOT EQUAL TOnull) AND (Account: TypeNOT EQUAL TOTaxware Test,House Account)
Services - Cert. MgrNOT EQUAL TOnull) AND (Account: TypeNOT EQUAL TOTaxware Test,House Account)

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