My organization is considering creating a new instance of Salesforce as our current instance is 'junky' from apps we tried as newbie Salesforce users. These apps won't simply uninstall because some of their elements are tied to NPSP components.
If we move to a new Salesforce instance and re-create our campaigns, can we request a 'push' to Salesforce of all our historical transactions? If so, will the transactions automatically populate their corresponding campaigns which were set up in their checkout pages? If this is possible, it seems preferable to importing the data.
Also, we've been using the 1x1 Account Model in our current instance. Going forward in the new instance is there a recommendation of using the 1x1 Account Model vs. the Bucket Account Model?
Thanks,
Neely
If we move to a new Salesforce instance and re-create our campaigns, can we request a 'push' to Salesforce of all our historical transactions? If so, will the transactions automatically populate their corresponding campaigns which were set up in their checkout pages? If this is possible, it seems preferable to importing the data.
Also, we've been using the 1x1 Account Model in our current instance. Going forward in the new instance is there a recommendation of using the 1x1 Account Model vs. the Bucket Account Model?
Thanks,
Neely
Comment