Import Salesforce data to Zoho CRM
Use this package if you need to migrate Salesforce data to Zoho CRM.
This package contains a number of tasks, which load data from Salesforce entities to corresponding Zoho CRM entities. It includes tasks for the following entities:
| Salesforce | Zoho CRM | |
|---|---|---|
| Account | Accounts | |
| Contact | Contacts | |
| Campaign | Campaigns | |
| Product2 | Products | |
| PriceBook2 | PriceBooks | |
| Lead | Leads | |
| Opportunity | Potentials | |
| Task | Calls |
Requirements
To use this package, you need to:
- Select or create connections: Salesforce connection for Source and Zoho CRM connection for Target.
- If you don't want to migrate data from all the available entities, but just from some of them, you can simply delete unnecessary tasks. For this, point to the task and click Delete. But please note that some tasks may relate to other tasks (have relation mapping involving objects from other tasks), and thus, you may need to fix their mapping if you delete their "parent" tasks from the package.