INDUSTRY. LIFE SCIENCES · VEEVA MIGRATION & STTM TESTING
Automated Source-to-Target Mapping testing, engineered for Veeva to Salesforce migrations.
Validate millions of HCP, account, and call records moving from Veeva CRM to Salesforce Life Sciences Cloud — without the manual STTM pain. Halsa's AI-driven engine tracks mapping changes, ingests any format, and executes precision-matched comparisons at enterprise scale.
Salesforce Summit Partner · AI-powered LSC specialists
Live Migration Pipeline
Solutions Built For Property Teams
Auto Match running
12,847 records validated · 99.4% pass
Manual effort saved
4X
Faster cutover
0
Silent data drift
The Challenge
The Data Testing bottleneck in Veeva migrations.
Moving from a Veeva-native data model to Salesforce Life Sciences Cloud means reconciling thousands of object, field, and relationship mappings. Manual validation collapses under that weight.
Manual validation is painful
Data Cloud merges event attendance, past giving, and email engagement into a single profile. Development officers know a supporter's true capacity and history before making the next major ask.
Scale compounds complexity
As HCP volumes grow and mappings multiply across call records, samples, medical events, and consent objects, manual testing becomes unsustainable — leading to missed errors, delayed go-live, and a regulated field force operating on a platform nobody fully trusts.
The Solution
Intelligent automation for STTM testing.
Three capabilities, built natively into Halsa's migration delivery framework for Salesforce Life Sciences Cloud.
01
Automatic Tracking
Monitor STTM document changes in SharePoint automatically — never miss an update or version change between your analysts and the migration team.
02
Universal AI-Based Ingestion
Ingest any STTM format into standardized metadata using intelligent prompts — no code changes required when a new Veeva object is added to scope.
03
Auto Match Engine
Validate formats, apply transformations, and automatically compare source-to-target data with configurable filters, scoped down to a single HCP or up to the full migration wave.
Automatic STTM Tracking
Connect a SharePoint repository. We watch the rest.
Your business analysts ship revised Veeva-to-Salesforce field mappings in Excel multiple times a week. Halsa's engine connects directly to your SharePoint STTM library and monitors document changes in real-time. Every modification, addition, or version update is automatically detected, logged, and pushed into the validation queue.
Connect Repository
Link your SharePoint STTM document library with OAuth in minutes.
Auto-Monitor
System tracks all document changes continuously across versions.
Alert & Log
Instant notifications and comprehensive audit trails for every change.
Format-Agnostic AI Ingestion
From any Excel STTM to standardized metadata, in plain English.
Different business analysts structure Excel STTM documents differently. One team's HCP mapping won't look like another's Call Record mapping — even inside the same Veeva source. Describe the format in natural language and Halsa's system automatically builds the parser, extracting and normalizing everything into a unified metadata definition.
No coding required
Define ingestion rules through natural language prompts.
Rich metadata capture
Data types, formats, transformation rules, MLR & consent flags.
Version comparison
Side-by-side views of mapping changes across document versions.
Transformation Logic · Beta
From plain English to executable functions.
Data analysts define complex transformation rules in everyday language. Halsa parses these descriptions, converts them into precise, executable functions, and seamlessly applies them during Auto Match validation.
Example rules from real Veeva → SFLSC migrations
Ex 01
Name concatenation
"Concatenate first name and last name with a space, title-cased."
Ex 02
Date reformatting
"Convert Call Date from MM/DD/YYYY to ISO 8601 with timezone."
ex 03
Sample calculation
"Multiply sample quantity by unit pack size, round to whole units."
ex 04
Credential split
"Split MD;DO;PharmD into multi-picklist, map to SFLSC credential codes."
Intelligent Auto Match
Comprehensive source-to-target validation, engineered for scale.
The Auto Match engine executes source-to-target validation based on your STTM definitions — with surgical precision and configurable scope. Eight structured stages, fully automated.
Define Filters
Select specific data subsets for testing to focus validation — e.g., HCPs in Territory US-NE.
Load STTM Definition
System automatically loads Source-to-Target Mapping definitions from the tracked repository.
Read from Source
Data is extracted from Veeva CRM based on defined filters and criteria.
Type & Format Validation
Checks confirm data types and formats conform to Salesforce Life Sciences Cloud standards.
Apply Transformations
Pre-defined transformation rules execute on source data before comparison.
Read Target by Key
Corresponding data is retrieved from SFLSC using the same unique keys (Vault IDs / External IDs).
Match Values
Transformed source values are compared against target values to identify discrepancies.
Report Results
A comprehensive report details all matches and highlights validation failures for triage.
Natural Language Filters
AI-Powered Filter Generation.
Empower business users to define complex data filters using everyday language. Halsa's AI engine parses the request, leverages your standardized metadata schema, and constructs precise, executable SQL WHERE clauses — no SQL expertise required.
The Veeva → SFLSC Scenario
Engineered for the industry's most consequential migration.
As the Veeva–Salesforce partnership ends and life sciences organizations face forced platform transitions, Halsa's STTM engine removes the single biggest risk in the cutover: silent data drift between legacy Veeva and new SFLSC environments.
Source System
Veeva CRM
- Account__c, HCP_vod__c, Address_vod__c
- Call2_vod__c, Sample_vod__c, MedInquiry_vod
- Consent_vod__c, Opt-In / Opt-Out tracking
- Territory hierarchies & alignment history
- Approved email, CLM, and sample transaction logs
Target System
Salesforce Life Sciences Cloud
- Account, Contact, HealthcareProvider, HealthcareFacility
- CallReport, ProductSample, MedicalInquiry
- ConsentEvent, CommunicationSubscription
- Territory2, UserTerritory2Association, AccountTeamMember
- ContentVersion (MLR-approved), ActionCadence, Agentforce
Why Halsa's STTM tool is non-negotiable for this scenario
Regulatory defensibility
Every HCP consent, sample transaction, and MLR-approved call record is validated with full audit trails — defensible by design to FDA and EMA reviewers.
Phased cutover support
Run Auto Match on slices, one therapeutic area, one territory, one wave, so commercial field teams are never flying blind during parallel operation.
Zero rework when STTM evolves
As analysts refine field-level mappings mid-project, the tool re-runs validation automatically, no scripts to rewrite, no test plans to manually update.
OUR LOCATIONS
GREATER NYC
100 Overlook Center,
2nd. Floor, Princeton,
New Jersey 08540, USA
BAY AREA
2880 Zanker Road,
Suite 203, San Jose,
California 95134, USA
SOUTH EAST & LATAM
848 Brickell Avenue,
Penthouse 5, Miami,
Florida 33131, USA
DUBLIN, IRELAND
2 Dublin Landings,
North Wall Quay,
Dublin 1 Dublin, D D01 V4A3
KOLKATA, INDIA
Adventz Infinity @5
6th Floor, 608, HCHP+W8J, Street Number 18, BN Block, Sector V, Bidhannagar, Kolkata, West Bengal,
700091, India
INDORE, INDIA
Room No:101, 1st Floor- 101,
MPSEDC Building Plot No 03,
IT Park Sinhasa , Dhar Road, Indore
452013, India
SHILLONG, INDIA
Shillong Technology Park,
New Shillong,
Meghalaya,
793012, India