Convert ACT! to Salesforce.com
Using our Exporter product, we will export your ACT! database and then import the exported files into Salesforce.com
The Cost.............
FREE--200 contact sample import
| Basic Conversion | |
| $600 | Contacts, Accounts, Notes, History, Activity, Group Membership |
| 1-25 Custom Fields | |
| 1-50,000 Contacts/Accounts with Group Membership | |
| 1-50,000 Notes, History, Activity | |
| Additional Charges | |
| $200 | Opportunities (up to 50,000) |
| $100 | Secondary Contacts-ACT! 2005+ Alt Contacts-ACT! 4-6 (up to 50,000) |
| $100 | 50,001-100,000 Contacts |
| $100 | 100,001-150,000 Contacts |
| $100 | 150,001-200,000 Contacts |
| $100 | 50,001-100,000 Notes,History,Activity |
| $100 | 100,001-150,000 Notes,History,Activity |
| $100 | 150,001-200,000 Notes,History,Activity |
| $100 | 200,001-250,000 Notes,History,Activity |
| $100 | 26-50 Custom Fields |
| $100 | 51-75 Custom Fields |
| $100 | 76-100 Custom Fields |
| Quoted | Attachments -- The path to attachments is imported as a History record. The actual attachment is not imported. Attachments can be imported. The price depends on the size of the attachment file. |
What's imported.............
Contacts
Secondary Contacts (additional charge)
Companies as Accounts
Notes as Activity History
Histories as Activity History
Activities as Open Activities (Tasks)
Opportunities (additional charge)
Leads (additional charge)
Custom fields (> 25 additional charge)
The differences between ACT! and Salesforce.............
Account Assignment
In Salesforce.com, if a contact is not assigned to a company, then the record owner is the only user that has access to the contact. Therefore, when the import files are prepared, each contact is assigned an account using the following rules.
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If a contact belongs to an ACT! company, the account information for that contact will be taken from the ACT! company data.
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If a contact does not belong to an ACT! company and the company name is present in the contact’s record, then this company name will be used to create the Salesforce.com account.
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If a contact does not belong to an ACT! company and does not have a company in the record, the contact will be assigned to a Salesforce.com account ACT! Blank Company - Reassign
If the Contact name is blank and there is a Company name, then the contact will be named Contact at companyname.
Account Addresses
ACT! companies can have three address fields. Salesforce.com only has two. When ACT! company data is used to populate the Salesforce.com Account addresses the following rules are used:
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If the ACT! company billing address field is blank, the ACT! address is moved to the Salesforce.com billing address.
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If both the ACT! company and billing addresses contain data, the ACT! company address is put into a field which will need to be created labeled, ACT_Company_Address.
Groups
There are no groups in Salesforce.com. However, they can be simulated using Salesforce.com views. Exporter provides a field labeled GroupMembership which contains a list of all the groups the contact belongs to. This field can be used to set up Views in Salesforce.com. You can find instructions on setting up Views in the Resources section of this web site.