CRM UPGRADE CHECKLIST

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--- PLANNING & ASSESSMENT ---
[ ] Describe the reasons for the CRM upgrade.
[ ] Estimated number of users impacted by the upgrade.
[ ] Target Go-Live Date
[ ] Which functionalities need special attention during the upgrade? (Salesforce Automation, Marketing Automation, Customer Service, Reporting & Analytics, Integration with other systems)
[ ] CRM Version Currently in Use
[ ] Date of Last System Assessment

--- BACKUP & DATA PREPARATION ---
[ ] Last Full Backup Date
[ ] Backup File Size (GB)
[ ] Backup Verification Steps
[ ] Sample Backup File (Optional)
[ ] Backup Storage Location (On-Premise Server, Cloud Storage (Specify), External Hard Drive)
[ ] Data Cleansing Plan

--- ENVIRONMENT SETUP ---
[ ] CRM Environment Description
[ ] New Server CPU Cores
[ ] New Server RAM (GB)
[ ] New Database Storage Space (GB)
[ ] Operating System (Windows Server, Linux)
[ ] Database Type (MySQL, PostgreSQL, SQL Server)
[ ] Environment Activation Date

--- CUSTOMIZATION REVIEW & ADAPTATION ---
[ ] Describe existing customizations (e.g., custom fields, workflows, reports).
[ ] Are existing workflows compatible with the new CRM version? (Yes, No, Unknown)
[ ] Which custom objects/entities require adaptation? (Accounts, Contacts, Opportunities, Leads, Custom Object 1, Custom Object 2)
[ ] Number of custom fields to review/adapt
[ ] Date of last customization review
[ ] Detailed notes about required customization changes

--- INTEGRATION TESTING ---
[ ] Integration Tested: Email Marketing Platform (Passed, Failed, Not Tested)
[ ] Number of Records Successfully Synced (Salesforce to ERP)
[ ] Integration Status: Payment Gateway (Functional, Degraded, Broken)
[ ] Detailed Description of Any Integration Errors
[ ] Integration Error Logs (if applicable)
[ ] Data Mapping Validation Status: Lead Source (Verified, Requires Review, Not Applicable)
[ ] Date of Last Integration Test

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Tester Name
[ ] Test Scenario Description
[ ] Functional Areas Tested (Sales, Marketing, Service, Reporting, Customizations)
[ ] Expected Result
[ ] Actual Result
[ ] Pass/Fail (Pass, Fail)
[ ] Comments/Notes

--- TRAINING & DOCUMENTATION ---
[ ] Training Plan Outline
[ ] Training Delivery Methods (Select all that apply) (Live Instructor-Led, Online Self-Paced Modules, Webinars, Quick Reference Guides)
[ ] Training Presentation Slides
[ ] Training Session 1 Start Date
[ ] Training Session 1 Start Time
[ ] Primary Contact for Training Inquiries (IT Support, Training Department, CRM Administrator)
[ ] Documentation Summary (List key documents created)

--- GO-LIVE & MONITORING ---
[ ] Scheduled Go-Live Date
[ ] Scheduled Go-Live Time
[ ] Number of Users Impacted
[ ] Initial System Performance Notes (Post Go-Live)
[ ] Go-Live Status (Successful, Partial Success, Failed)
[ ] Screenshot of System Dashboard (Initial)
[ ] Time of First Error (if applicable)

--- POST-UPGRADE REVIEW ---
[ ] Overall Upgrade Satisfaction (1-10)
[ ] What went well during the upgrade process?
[ ] What challenges or issues were encountered?
[ ] How could the upgrade process be improved for future upgrades?
[ ] Was the user training adequate? (Yes, No, Partially)
[ ] Date of Review Completion

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