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Plan Your Switch to the Salesforce Data Model
Switching to the Salesforce data model ensures you get new and enhanced features for the Digital Insurance Platform in the future. But it's up to you whether to harmonize, and when. It's a large undertaking that requires an analysis of your org, and potentially updates to custom components.
- What You Can Harmonize
You can harmonize Insurance Policy, Claim, and Group Benefits objects. - When to Harmonize
It's your choice to harmonize or not to harmonize, and when to do it. We have different recommendations based on whether you're a new or existing customer. - How to Harmonize
Before you make the switch to the Salesforce data model, analyze and prepare your org. Recreate custom data, run migration scripts, and update reports and dashboards. These tasks bring your org into harmony with the new data model.
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