Salesforce: Migrating Maximizer data

In order to migrate data from Maximizer to Salesforce, the quickest way is to export data from UI. The address book entries can be exported via Maximizer Button (top-left corner) > Import/Export/Transfer > Export > Address Book Entries You can either export in CSV format or XML format. The CSV format contains limited information.  …

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Salesforce : Import Data with Audit Fields

Salesforce by default does not allow the importing of audit fields into SF. However, there is situation where the customer say, requires the created date to be imported for accurate reporting. For e.g.:   Customer ABC needs lead records to be migrated into SF from another application. The SF lead created date needs to take…

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Salesforce: Data Import Accounts/Contacts using the Import Wizard

To import the Account/Contact data into Salesforce, you have several options: Apex Data Loader The inbuilt Import Wizard for Accounts/Contacts The import wizard also imports Leads, Solutions and Custom Object data, but here we are focusing on Accounts/Contacts A third party Data Loader (Jitterbit, Informatica, Skyvva)   All of the options above are free of…

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