Salesforce: Migrating Data from Pipedrive

Pipedrive has a data export wizard. It gives you ability to export most of the data from Pipedrive.       However, not all data can be exported from this utility. For example: Product list in a deal Files (for any objects)  

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Salesforce Activity WhatID & WhoID

Scenario: Migrating data to activity task or event. Creating a task or event from the front end, we are able to specify that this activity belongs to who or what account. ie:   How to bulk load activity with the relationship? In the data loader field mapping, you will be able to see two fields:…

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Salesforce Data Migration: CSV import

Need help with importing a huge load of data from a CSV file into Salesforce? Our team has just done a number of migration exercises from CSV file format to Salesforce. The migration tool we used is Jitterbit Data Loader for Salesforce. Of course, we need to clean up the CSV data before the importing.…

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Salesforce Tips: Migrating Leads from Salesforce to Salesforce

If you would like to migrate All Leads from one Salesforce org to another Salesforce org, you may find the following notes useful.   For Unconverted Leads: If you would like to update the CreatedDate, CreatedBy, LastModifiedDate and LastModifiedBy field, you will need to request Salesforce support to enable this feature for you. Make sure…

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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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