A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC)...

Salesforce Financial-Services-Cloud Question Answer

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.

What should the administrator do as part of the preparation for the data migration process?

The administrator can ask the business manager on the investment bank team to review the file directly.

After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons/analysis.

As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.

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Vendor: Salesforce
Product: Financial-Services-Cloud
Update on: Jul 31, 2025
Questions: 168

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A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC)...

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