Zoho To Salesforce Data Migration
Oct17

Zoho To Salesforce Data Migration

Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small scale organisations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift,fast and secure environment. So basically except the customization part, the main thing is request to move data. It is generally the transfer of data from one salesforce platform to other. There are two ways to transfer data from Zoho to Salesforce: Using Data Loader Integrating Zoho with Salesforce using third party tools After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM: Zoho don’t have extensive third party support  such as that of salesforce has in Appexchange It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho Zoho do not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly Document Management is not as simple as that of Salesforce LET’S START WITH THE MIGRATION-DATA LOADER: Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM: Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export   Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a .CSV file which can be easily uploaded to salesforce.   Create database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with unique ID and it can be used later for several mappings.   Now use data loader and import your .CSV file and get started with the all new...

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Data Loader VS Batch Apex
May25

Data Loader VS Batch Apex

Data, data, and loads of data!! Would you still prefer to migrate this lot of huge data in the old traditional way by creating the number of excel sheets, matching it, again and again, to avoid any errors, giving strain to your eyes and wasting much of your time? Let’s suppose somehow you managed to import million of records and then end up with inserting few wrong values. Alas, now for sure you have to do it all over again. If we are living in a high-tech world then why would you want to do things manually when it can be done programmatically. Yup, we can insert a lot of data using just a Batch Apex. Though both Data Loader and Batch Apex has its own advantage in their own ways but you have to be judgemental to use it wisely. Let’s throw some light on both of these. DATA LOADER- What’s this??? Before we waste any time, let’s first understand what Data Loader is. Simple but yet powerful, it’s a Desktop tool to migrate data from two IT systems. It generally focuses more on migrating data in between two different environments. Consider an example where you want to migrate a .csv file from your old legacy system to Salesforce cloud-based system, this can easily be done via Data Loader. Other Use Case Scenario: Want to have a daily backup of your customer records. Importing records of emails that you want to update for lead comparison. Importing a report file that is been generated in third party marketing automation tool that you want to link with Salesforce accounts. How It Function?? When you import data, Data Loader first reads it, then extracts it and lastly loads data from CSV files or database connections. See operations below:     DATA LOADER- Advantage Data loader has too many advantages in its own way: The first and the foremost advantage is its automation process for complete data migration & yes! it’s hassle free. It helps you insert, export, update and delete data. One can perform DML Operations on up to 5 million records. It is an easy-to-use GUI-based interface. Drag and drop field mapping is one of its features. Detailed files showing success and error messages make it more easy to use. It supports Windows or Mac. BATCH APEX- What’s this??? Large sets of data is not a piece of cake for Data Loader in any way, It’s when Batch Apex comes into the scene. It generally focuses on processing bulk data within SFDC. It is easy to use with large volume set of data for migration. What one needs to do is...

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