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SalesForce.Com
act_icon.gif (1206 bytes)Conversion from ACT! to SalesForcesalesforcearrow.jpg (1052 bytes)

Using SalesForceFox and ACTFox Technologies

We can convert the data to the SalesForce.com web-based format
from a local database format in ACT!

We can do it for a reasonable fee

Upload the ZIP file from SalesForce to us using the form at http://ACTConvert.com/send
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Then you can clean up, sort, search, modify, and analyze your data. Or you can convert it to other formats.

We can help you get your customer database back in your own hands.

act_icon.gif (1206 bytes)ACT! Tables*

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SalesForce Tables
  • ACTDEMO.ADB / .ADX
  • ACTDEMO.BLB
  • ACTDEMO.DBF / .MDX
  • ACTDEMO.DDB
  • ACTDEMO.DDF / .DDX
  • ACTDEMO.EDB / .EDX
  • ACTDEMO.GDB / .GDX
  • ACTDEMO.HDB / .HDX
  • ACTDEMO.LCK
  • ACTDEMO.REL / .REX
  • ACTDEMO.REM
  • ACTDEMO.SDB / .SDX
  • ACTDEMO.TDB / .TDX

 

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  • Accounts
  • Account_partners
  • Cases
  • Comments
  • Contacts
  • Currency
  • Events
  • Leads
  • Notes
  • Opportunities
  • Opp_contact_roles
  • Opp_competitors
  • Opp_history
  • Solutions
  • Tasks
  • Users

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.

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Same record in SalesForceFox (Click to enlarge)		 salesforce-dillon.jpg (140866 bytes)
SalesForce.com record (Click to enlarge)

How to download your data from SalesForce.

Use this wizard to import leads from any comma separated values file.

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Note: This wizard imports information into leads. Go to Import My Organization's Data to import contacts and accounts.
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.

Help on Sending and Receiving your database

Default Field Mapping

Outlook Synchronization

salesforce.com

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.

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ConvertSalesForce.com
Data Conversions from ACT! to SalesForce

Convert@CICorp.com

CICorporation.US
202-829-4444
800-319-3190

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click here for the procedure developed by C I Corporation