Before starting migration, make sure your organization meets the prerequisites required to maintain data integrity and prevent system errors.
- Verify License Availability: Make sure your organization has sufficient Unified Employee Licenses for all CCP users you plan to migrate.
- Ensure Active Customer Community Plus Licenses: The migration tool requires active Customer Community Plus (CCP) licenses in your org that match or exceed the number of users you plan to migrate. If your org doesn't have enough active CCP licenses, temporarily add the required number before running the migration, and remove them once the migration is complete.
- Set Sharing Models to Private: Set the default external sharing model for Accounts, Contacts, Case, and Incident to Private.
- Pause Data Syncs: Pause all active employee data sync operations across systems, such as Workday, Okta, or Azure, to prevent conflicts during the migration.
- Create Target Profiles: Create a custom target UEL profile to assign to users during the migration. This profile replaces the existing corresponding CCP profile.
- Test in Sandbox: We recommend testing the migration in a sandbox environment before deploying it to production.
- Prepare Permission Sets: Create the required permission sets or permission set groups for easy reassignment post-migration.