Migrate to Salesforce in 3 steps

Step 1 — Preparation

  • Organize your records
  • Get secured
  • Notify your employee

Step 2 — Migrate to Salesforce

Step 3 — Quality Assurance

  • Ensure that the records are transferred to the proper fields
  • Look at the relations between transferred items
  • Create personalized workflow rules
  • Set up the filters for reporting tools
  • Teach your employees how to use a new platform

Conclusion

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Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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Trujay

Trujay

Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.

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