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            Considerations for Migrating Calculation Matrices and Procedures

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            Considerations for Migrating Calculation Matrices and Procedures

            Before you migrate your calculation matrices and calculation procedures as decision matrices and expression sets respectively, review these migration recommendations and the post-migration behavior of these components.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled

            Migration Recommendations

            • If a calculation matrix is used in a calculation procedure, avoid changing the matrix name and the matrix column names. Modifying a matrix that’s referenced in a calculation procedure results in a variable name mismatch between the matrix and the procedure.
            • Ensure that you don’t change the matrix column data types when the matrix is referenced in a calculation procedure.
            • Ensure that the matrix’s column names don’t have spaces and special characters.
            • Ensure that the variable names in the calculation procedure don’t have spaces and special characters.
            • Migrate calculation procedures and matrices as expression sets and decision matrices respectively to a sandbox environment first. If everything works as expected, deploy the expression sets and decision matrices from the sandbox environment to the production environment.
            • If a calculation procedure references a calculation matrix, first migrate the calculation matrix. For more information, see Migration Scenarios and Workflow.

            Post-Migration Behavior

            • The migrated expression set and decision matrix versions are inactive.
            • When a calculation procedure from a managed package is migrated as an expression set, the expression set is an unmanaged component.
            • When a calculation matrix from a managed package is migrated as a decision matrix, the decision matrix is an unmanaged component.
            • The calculation procedures and calculation matrices in the managed packages remain unchanged.
             
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