1 / 11

Migrate from Salesforce to OroCRM with Data2CRM

Wish to move your data from Salesforce to OroCRM? Data2CRM can transfer all your data straightaway to OroCRM. This short guidance will help you to accomplish it without problems.

Data2CRM
Download Presentation

Migrate from Salesforce to OroCRM with Data2CRM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Migrate fromSalesforce to OroCRM http://www.data2crm.com/migration

  2. How to Migrate from Salesforce to OroCRM? www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  4. Migration Setup 2. Specify Source Details • Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  5. Migration Setup 3. Specify Source data 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. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  6. Migration Setup 3. Target CRM URL • Specify your OroCRM URL, select its type. • Then provide your login & API key for your OroCRM system. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  7. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  8. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up to 10 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/supported-crm/salesforce-to-oro-crm-migration

  9. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to OroCRM. After you start the full migration, your Salesforce data will be moved directly to OroCRM. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  10. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new OroCRM software. http://www.data2crm.com/migration/supported-crm/salesforce-to-oro-crm-migration

  11. www.data2crm.com/migration

More Related