How to Migrate from
Solve360 to Salesforce
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Solve360 to Salesforce?
http://www.data2crm.com/migration/crm/supported/solve-to-salesforce-migration
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.
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
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
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
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
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
Migration Setup
5. Start Demo Migration
Now, start your Free 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/crm/supported/solve-to-salesforce-migration
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
Migration Setup
7. Full Migration Is CompleteCongratulations! 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
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