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Swift Solve360 to Salesforce Migration

Explore this comprehensive guideliens for a direct and accurate Solve360 to Salesforce migration.

Data2CRM
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Swift Solve360 to Salesforce Migration

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  1. How to Migrate fromSolve360 to Salesforce www.data2crm.com/migration

  2. How to Migrate from Solve360 to Salesforce? 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, choose the password and specify your phone number. http://www.data2crm.com/migration/crm/supported/solve-to-salesforce-migration

  4. Migration Setup 2. Specify Source CRM URL • Select your Source CRM type. • Then provide your Solve360 URL, email and API token. http://www.data2crm.com/migration/crm/supported/solve-to-salesforce-migration

  5. Migration Setup 2. Specify Source CRM URL • 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/solve-to-salesforce-migration

  6. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/crm/supported/solve-to-salesforce-migration

  7. Migration Setup 3. Specify Target CRM URL 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/crm/supported/solve-to-salesforce-migration

  8. 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/solve-to-salesforce-migration

  9. Migration Setup 5. Start Demo Migration Now, start your Free Demo Migration. Data2CRM moves a limited amount of records from each specified module 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/solve-to-salesforce-migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Salesforce. After you start the full migration, your Solve360 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/crm/supported/solve-to-salesforce-migration

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

  12. www.data2crm.com/migration

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