Standard Migration Plans

Pre-built templates for specific Salesforce clouds.

Overview

Standard plans are pre-built templates for specific clouds (e.g., Revenue Cloud Advanced, Digital Insurance). They contain pre-defined object lists, dependency orders, and relationship logic.

Visual Interaction

Dropdown Selection

Select a cloud template from the dropdown menu:

revenue-cloud-advanced
revenue-cloud-billing
digital-insurance
And more...

View Plan Button

Click to see the exact execution strategy (Objects, Order, Keying Strategy) before running.

New Feature: Configuration Saving

Users can now save configurations on top of standard plans.

Benefit:

You do not need to re-configure filters or custom fields every time you run a job. Save your configuration once and reuse it for future migrations.

Available Standard Plans

Revenue Cloud Advanced

Complete migration for Product Catalog Management, Dynamic Revenue Orchestrator, and related objects.

Revenue Cloud Billing

Billing schedules, invoices, and payment configurations.

Digital Insurance

Insurance-specific objects and hierarchies.