AmericaSCORESBayArea / AmericaSCORESBayArea/salesforce-data-api
Migrate Household Records to Party Relationship Group model and test against key reports
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Mô tả
### Goal:
Program and Fundraising require Household identity and relationships for Parent and Donor reporting and tracking
### Requirements:
- [ ] Identify 3-6 Key Reports for Program and Development to use in verifying the migration
- [ ] Evaluate whether and how we can move all data to the new Party Relationship Group and avoid making legacy objects/relationships
- [ ] Create a "field map" for what records will be copied to which new objects
- [ ] Set up a record copy process for the above
- [ ] Create the Key Reports and verify they are the same in both systems
- [ ] Have Stakeholder
### Tracking:
- [ ] Make subtasks in this Plan to cover key requirements
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