How to send your database odbc.jpg (1207 bytes)
for conversion from SalesForce

First sign up for the option that allows you to Download your Data in to CSV files.  SalesForce.com charges about $50 for this ability to download your own data.  See: http://www.salesforce.com/products/faq.jsp

Q. Can I house a backup of my salesforce.com data at my own company?
A. You can receive a complete download of all your company data on salesforce.com by signing up for our Weekly Export Service.

Please contact your salesforce.com account manager for more information.

Your account manager will figure out how much they will charge you - usually $50.

Then, there are 3 basic steps:

1. EXPORT THE DATA INTO CSV FILES

    Select Administrative Setup, Data Management, Data Export

How to determine the number of records?

How can I see a list of all my contacts in salesforce.com?

To see a list of all contacts in salesforce, go to the Reports tab. From there, run a Mailing List report or a custom contact list report to show all "my" contacts in your organization.

Select a Date Range that is earlier than your first entry

 

2. COMPRESSING YOUR DATABASE  FILES
   Compress the files for faster upload, using WinZip.

    You will need to order the Comma Separated Value (CSV) files from SalesForce.com, about a $50 charge.
    Then compress these files in to a Zip file.

3. SEND THE FILE TO OUR SECURE SERVER

   
Small (1-1000 records): Email your ZIP file to Convert@Cicorp.com

    Medium (1000-10000): Upload it to our Secure Server via a web browser

dataupload.jpg (159276 bytes)


    Large (over 10000):       Upload it using FTP (call for instructions and password)

    Remember to let us know the password if necessary to open the files.
    We will then perform the conversion.

4. DOWNLOAD the FINISHED ACT FILE
    When done, you can see your data in SalesForce.com
    Use the Admin record to check the conversion
    Let us know when you are satisfied with the results so we can delete your files.

More information for converting from:

ACT!

Goldmine


SalesForceConvert.com
202-829-4444
800-DATA1OK

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