Salesforce Data Migration par Albato

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Import and export
Salesforce Data Migration

Évaluation

Aucune évaluation
Installations

32
Développeur

Albato

Description

Salesforce Data Migration is a complex solution that makes import of contacts, companies and opportunities to Bitrix24 easy and effortless.

Entities to be imported are mapped the following way in accordance with default migration scenarios:

Contacts are imported in CRM - Customers - Contacts subsection;
Companies are transferred to CRM - Customers - Companies subsection;
Opportunities - in a similar manner - land into the pre-defined stage of your sales pipeline as deals.

The migration app is designed to be as flexible as possible, so make sure to check the important features:

Pausing migration process and adapting migration scenarios to your business.
This way you can migrate data in portions to let it be sorted automatically with as much precision and details as you need.
Incoming data filter.
Using this feature will help you in implementing complex migration logic for specific types of companies, contacts, etc. You can limit migration process to certain portions consisting of specific supplier companies in an industry of your choice or - for example - opportunities in certain stage groups. Alternatively, you can set up default responsible persons, other important parameters and dependencies between contacts, companies and deals.
In-built duplicate search options.
All you need to make sure no excess of data is transferred to Bitrix24.
Connecting multiple Salesforce accounts to migrate data from.
The solution is designed to assist all sorts of businesses - from starters to Enterprise-level companies. You'll just need to grant access, no API keys or tokens required.

Learn more about the features with our screencast guides

Please be informed that standard migration scenarios of the app support data migration for the data generated within the last year (365 days).

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 27.12.2023

Assistance technique

You can reach out to us for user support via email at support@albato.com. Simply drop us a message, and we'll get back to you promptly.

Alternatively, you can also chat with us directly through the application interface. Our online chat feature allows for quick and convenient communication, ensuring that you receive the assistance you need in real-time.

Don't hesitate to reach out to us. We're here to ensure your experience with our app is smooth and successful.

Instructions d'installation

To install the app from Bitrix24 Market and start enjoying its benefits, follow these steps:

1. Go to Bitrix24 Market and search for the app in your Bitrix24 account. Alternatively, you can use the direct link.
2. Click on the app and select the "Install" button.
3. Follow the prompts to authenticate and connect Salesforce to your Bitrix24 account.
4. Once connected, you can customize the app settings according to your preferences.
5. To learn more about the app's features and settings, refer to the screencast guides.

Sécurité des données

Salesforce Data Migration

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.