Hi @pierre_kerkinni Thank you so much for the reply and apologies for late reply. We were able to implement a solution internally to integrate with the DocuSign app. Its working as expected. But, we feel the maintenance phase is very difficult. Instead of a service account, we have multiple users configure their own envelopes and workflows. I think your way of having a service account for workflows will be easy to maintain in the long run. Our end users are finding it very difficult to remember the list of steps they have to perform to initiate the workflows and tracking the status of the documents. Also, whenever there is change in DocuSign end, I have to work with all users login to update their envelope and workflow metadata mapping. Also, we are using a conditional routing in DocuSign that is every harder to integrate. With service account, the service account has to login to Anaplan and initiate the workflows, right? Do you figure out any way to automatic initiation of the workflows? I will be very happy to sync over a conference call to review the process, if possible. Please let me know your availability to meet. Thanks Sreehari
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Migrating from the classic SFDC platform to the Lightning platform can create unintended issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them.
When migrating from the classic SFDC platform to Lightning, the SFDC domain name/ URL changes. In our example, the SFDC login domain changed from https://na72.salesforce.com to https://anaplan.my.salesforce.com. This caused any SFDC objects with links in our associated Anaplan models to no longer work. This challenge is typically overlooked when system administrators are completing testing on the new SFDC instance.
Start by identify all SFDC objects that have links in your Anaplan data hub and spoke models. If you're using a data hub, start by updating the links in your hub model.
Updating the Data Hub:
If the link in your line item or list property is formula driven, make sure to update the formula to include the new URL.
If the link is static, you can use the following steps to update:
Create a new line item or list property titled "New Link" and format it as a text link.
Populate the new line item or list property with the formula that will replace the old link with the new one.
Delete the formula from the line item or list property.
Point your old line item or list property to the new link you just created.
Delete the formula in your original link line item or list property.
Updating Spoke Models:
If the link for your spoke model is imported from the data hub, make sure to refresh your imports to capture the new link.
If your spoke model has a static link, use the five steps above to change the URL.
Best Practice / AoA Recommendation for Source System Links:
Setup a system module to house all system URLs (preferably in your data hub if you have one).
Make sure any line items or list properties point to the system module.
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Connected Planning isn’t easy. That’s why we can’t help but smile a bit when we hear our customers and prospects say, “Well, of course, Connected Planning at Anaplan is great. It’s what you do!” The reality is: our own Connected Planning journey was hard. And, if it was hard for Anaplan, it had to be hard for our customers. So, we started talking to them, and the more we engaged, the more we heard about the challenges of organizational silos, change management, and corporate bureaucracy (just to name a few).
Examples of common problems companies without Connected Planning face.
These challenges aren’t easy to overcome because they force organizations to face a number of systemic and cultural problems head-on that have likely been swept under the rug—or outright ignored—for years. This kind of transformative undertaking is daunting and ultimately led us to create the Connected Planning Playbook.
“For Anaplan, implementing Connected Planning has led to cost reductions, time savings, improved forecast accuracy, better transparency, enhanced collaboration, and a set of practices that we believe are best-in-class.”
Connor O’Brien (Anaplan Director, Business Operations)
The Connected Planning Playbook was designed to make the impossible possible by providing our customers with a comprehensive roadmap that documents and provides solutions to the numerous roadblocks they will inevitably encounter along their Connected Planning journey. The playbook features recommendations based on the experiences of our internal Connected Planning implementation team (the Anaplan on Anaplan team), as well as collaborations from the Anaplan Operational Excellence Group (OEG) and Anaplan’s Chief Planning Officer.
As we continue to push the envelope with Connected Planning, we plan to continue sharing our insights. In addition, we want to hear from our customers as well! As you go through your own journeys, please let us know what’s worked well for you and what hasn’t, so we can each support one another in the collective pursuit of Connected Planning.
We encourage you to explore the new Connected Planning Playbook on the Community. Share your thoughts, ask questions, and let us know how we can continue to improve it.
Happy [Connected] Anaplanning!
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