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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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Inventory All Data Model Extensions
Complete required tasks for any custom data model extensions on the Asset, Insurance Policy, Claim, and Group Benefits objects in your org.
Data Model Extension
Tasks
Extension fields
Recreate all extension fields on the Insurance Policy objects
Custom objects
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Recreate all custom objects that act as master details to other entities
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Replace lookup fields from existing entities with the new entities
Plan data migration for your production orgs
Learn how object fields in your current data model correspond to object fields in the Salesforce data model. Use these field mappings when you create scripts that move data from one model to the other.
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Insurance Industries Extension Model Extension
See Insurance Industries Extension to Insurance Policy Object Model Mapping.
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Asset Object Model Extension
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Claims Object Model Extension
See Vlocity InsuranceClaim__c to FSC Claim Harmonized Object Model Mapping.
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Group Benefits Object Model Extension
See Vlocity Object to Group Benefits Standard Object Model Mapping.
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Inventory Your Omnistudio Data Mappers
Identify Data Mappers that reference the old objects and fields and replace them with new Data Mappers that reference the new objects and fields.
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Check Data Sources on FlexCards and Classic Cards
Complete required tasks based on the data source used for each of your classic cards or FlexCards.
Data Source
Tasks
Data Mapper
Replace with new Data Mappers you've created that reference the new objects and fields.
Custom Apex
Replace with new custom Apex you've developed that references the new objects and fields, or do a Save & Fetch if you've replaced the fields in the existing Apex code.
SOQL
Formulate new queries that reference the new objects and fields.
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Check Custom LWCs
If you're using old fields in any custom LWCs you've created, update them.
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Analyze Custom Apex Code
If any of your custom Apex code uses old fields, replace them with the new fields.
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Reports and Dashboards
Some of your reports and dashboards probably pull insurance policy data from the object model you currently use. Modify or recreate these to pull from the new object model.
