Migrating from Goldmine to Salesforce: Difference between revisions

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(Created page with "This map will migrate Goldmine to Salesforce. This map will work with either the SQL or DBF data format versions of Goldmine. Duplicate companies are merged into a single Com...")
 
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This map migrates Users, Accounts, Contacts, Email & Web Addresses, Additional Contacts, Opportunities, History, Activities and Attachments.
This map migrates Users, Accounts, Contacts, Email & Web Addresses, Additional Contacts, Opportunities, History, Activities and Attachments.


[[File:Document-save.svg|60px|link={{filepath:GoldminetoSalesforce.zip}}]] [{{filepath:GoldminetoSalesforce.zip}} '''Download Now''']
[[File:Document-save.png|60px|link={{filepath:GoldminetoSalesforce.zip}}]] [{{filepath:GoldminetoSalesforce.zip}} '''Download Now''']

Revision as of 22:03, 9 November 2015

This map will migrate Goldmine to Salesforce.

This map will work with either the SQL or DBF data format versions of Goldmine. Duplicate companies are merged into a single Company record, with contact records underneath it, based on Company Name + City though this logic could be easily changed to fit your needs. This is done through use of a temporary database file, included with the download.

You will have to create 4 custom External ID fields in Salesforce, as defined in the included "instructions.txt" file, to allow for ID cross-referencing.

This map migrates Users, Accounts, Contacts, Email & Web Addresses, Additional Contacts, Opportunities, History, Activities and Attachments.

Download Now