Swift and Accurate Salesforce to Solve360 Migration
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Transcript of Swift and Accurate Salesforce to Solve360 Migration
How to Migrate from
Salesforce to Solve360
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Salesforce to Solve360?
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
1. Create your account
Visit app.data2crm.com and register your Data2CRM account. Provide your
name, email, choose the password and specify your phone number.
Migration Setup
2. Source CRM URL
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
• Select Salesforce CRM type from the drop-down menu.
Migration Setup
3. Specify Source data
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Now, you’ll be redirected to your Salesforce
account, if you are already login, all you
need is just to press “Allow” button.
In case, you’re not login; you’ll need to
provide your Salesforce login and password,
and then you’ll be redirect to Data2CRM
wizard to complete the migration.
Note. Currently, automated Data2CRM
migration is suitable for peculiar Salesforce
editions – Developer, Enterprise and Ultimate
where API access is enabled.
Migration Setup
3. Specify Target CRM
Select your CRM type, in this case choose Solve360.
Provide your URL, email and API token.
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
3. Specify Target CRM
• To find your API token, login in your
Solve360 account.
• In the right corner of page layout you will
find More button. Click on it and select My
Account.
• Then in the My Account menu click on API token, copy and paste the API key
into the corresponding field of migration wizard.
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
4. Select Migration Options
Check the boxes
to activate the following
migration options:
• Account
• Contact
• Task
• Opportunity
Note! Contact with your account manager
and find out more about migration of users,
leads and other CRM entities.
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 20 items of all specified
modules for you to see how the service works.
Note. You can skip this
step and start Full
migration right away
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
6. Start Full CRM Migration
Proceed with the CRM data migration to Solve360.
After you start the full migration,
your Salesforce data will be
moved directly to Solve360.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration
Migration Setup
7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Solve software.
http://www.data2crm.com/migration/crm/supported/salesforce-to-solve-migration