When should the legacy CRM be designated as the system of record in a Salesforce transition process?

Designating the legacy CRM as the system of record while it is still operational until retirement is a strategic approach during the Salesforce transition process. This method ensures that there is a reliable source of truth for business data while the transition to Salesforce is underway. By maintaining the legacy system as the system of record, organizations can continue to access and utilize historical data effectively. This practice helps mitigate risks associated with data loss or discrepancies that could arise if the legacy system were prematurely decommissioned.

Moreover, this approach allows for a seamless transition, as it provides a fallback option should any unexpected challenges arise during the integration of Salesforce. It facilitates a smoother, less disruptive transfer of data and processes, ensuring that all essential functions are maintained until Salesforce is fully operational and validated. Once the transition is successfully completed, the legacy system can then be retired properly.