Convert ACT! to Salesforce.com

Using our Exporter product, we will export your ACT! database and then import the exported files into Salesforce.com

Here's how it works.............

Step 1:  You send us a copy of your database and supply us an admin login for your Salesforce.com database.

Step 2:  We will export 200 contacts with their notes, histories, opportunities and activities.  We will add any custom ACT! fields to Salesforce (including drop-down lists) and then import the 200 contact sample.  We DONOT charge for the sample export. 

Step 3:  When you're ready to convert the entire database contact us with payment information.  Your converted database will be available to you within 48 hours.

What's imported

Contacts
Secondary Contacts
Companies as Accounts
Notes as Activity History
Histories as Activity History
Activities as Open Activities
Opportunities

Note:  The path to attachments is imported.  The actual attachment is not.

There are a lot differences in structure of the ACT! database and Salesforce.  The following explains how these are dealt with.

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.

  • If a contact belongs to an ACT! company, the account information for that contact will be taken from the ACT! company data.

  • 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.

  • 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

Blank Contacts

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:

  • If the ACT! company Billing Address field is blank, the Address is moved to the Salesforce.com Billing Address.

  • 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 X_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.