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Transferring Influitive/Salesforce Integration to a New Salesforce Instance

Overview

This article addresses the process of transferring an Influitive/Salesforce integration to a new Salesforce instance while maintaining the existing integration operational. The recommended approach includes setting up the new instance, installing necessary packages, configuring layouts, migrating data, and performing a controlled cutover to ensure a smooth transition without data loss.

Solution

Follow these steps to transfer your Influitive/Salesforce integration to a new Salesforce instance:

  1. Prepare the New Salesforce Instance:
    • Ensure the new instance is provisioned with System Administrator access.
    • Review the existing org’s configuration to replicate necessary components.
  2. Install the Influitive Salesforce Package:
    • Install the latest Influitive Salesforce AppExchange package in the new org.
    • Follow installation guides to configure remote site settings and mappings.
  3. Configure Layouts and Custom Fields:
    • Add Influitive components to appropriate page layouts.
    • Recreate custom fields and mappings used by the current integration.
    • Replicate Referrals 2.0 configuration if applicable.
  4. Migrate Salesforce Data:
    • Use Data Import Wizard or Data Loader to move data to the new org.
    • This step does not affect the current integration.
  5. Plan and Perform Integration Cutover:
    • Choose a low-risk time window for switching the integration.
    • Update integration settings in Influitive hub to authenticate with the new org.
    • Ensure new data flows to the new Salesforce org only.
  6. Test End-to-End in the New Org:
    • Submit a test referral and confirm lead creation with expected mappings.
    • Verify milestone updates and other integration features.

Note: The current integration continues to run against the existing instance until the cutover. Further tailored guidance is available based on Salesforce version and features used.

Frequently Asked Questions

1. How do I prepare my new Salesforce instance for integration?
Ensure the new instance is provisioned with System Administrator access and review existing configurations to replicate necessary components.
2. Can I run the integration on both old and new Salesforce instances simultaneously?
No, the Influitive hub can connect to one Salesforce environment at a time. Prepare the new instance while the current integration runs against the old instance, then perform a controlled cutover.
3. What tools can I use to migrate data to the new Salesforce instance?
Use Salesforce's Data Import Wizard for small datasets or Data Loader for larger datasets to move data to the new instance.
4. What should I do if I encounter issues during the cutover?
Ensure all configurations are correctly replicated in the new instance and test thoroughly before cutover. If issues persist, contact support for further assistance.
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  1. Priyanka Bhotika

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