SalesForce.Com
Conversion from ACT! to SalesForce
Upload the ZIP file from SalesForce to us using the form at http://ACTConvert.com/send
Then you can clean up, sort, search, modify, and analyze your data. Or you can convert it to other formats.
Sales and Opportunities
Salesforce associates Sales & Opportunities with Accounts (or Companies) while ACT! associates them with Contacts (individuals) so after the conversion, we need to associate them with a primary contact. The Sales & Opportunity will still be listed on the Opportunities list, showing the Company.
![]() Same record in SalesForceFox (Click to enlarge) | ![]() SalesForce.com record (Click to enlarge) |
How to download your data from SalesForce.
Steps to Import Your Organization's Leads | |
1. | Compare your data to the Lead fields available for import. Create custom lead fields or custom lead picklist values, if needed. Tell me more! |
2. | Export your data to a file. Tell me more! |
3. | Review your data for accuracy, and make sure you have 1000 or fewer records. |
4. | Start the Import Wizard! |
* It is recommended that you import a small test file of 5 records before importing all of your data to ensure that you have correctly prepared your import file. |
We have studied and mastered the SalesForce and ACT! data structures, so you can benefit from our experience and get the job done right and quickly the first time.