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Considering about accurate and automated OroCRM to Salesforce migration? This instruction will help you to switch your CRM data in few simple steps. - PowerPoint PPT Presentation
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How to Migrate Data from OroCRM to Salesforce
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate Data from OroCRM to Salesforce
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
Migration Setup2. Source CRM URL
• Specify your OroCRM URL, select its type. • Then provide your login and API key for your OroCRM.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
Migration Setup3. Specify Target CRM URL
Select your CRM type, in this case choose Salesforce.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
Migration Setup3. Specify Target CRM URL
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-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 Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
Migration Setup5. 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/oro-crm-to-salesforce-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Salesforce.
After you start the full migration,your OroCRM data will be
moved directly to Salesforce.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Salesforce software.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-salesforce-migration
