Decision criteria
These criteria define the page. A product is not rewarded for affiliate availability or commission.
- Inventory
- Export
- Field mapping
- Test migration
- Parallel run
- Cutover and rollback
Inventory data and dependencies
List objects, custom fields, automations, documents, integrations, reports, permissions and any external links that depend on the current system.
Use a representative test set
Include active and closed records, missing data, custom fields, attachments and edge cases. Confirm the new system preserves meaning, not only row count.
Keep evidence and rollback assets
Retain dated exports, mapping files, reconciliation results and cutover decisions according to the applicable data and contractual requirements.