Overview

Once we receive your data files and the login credentials for your Salesforce® account, we’ll analyze your data and send you a project cost estimate along with a list of your custom fields.

After you’ve reviewed this information, we’ll extract a random sample of approximately 200 records and import it into Salesforce®. You review the data and ask any questions about the test conversion. If necessary, we’ll rerun the test conversion to meet your needs.

Once you’re ready to move forward with the full conversion and have decided which optional services you want, we’ll generate an invoice (which you can pay online). At this time (if you wish) you can either send us an updated data file or direct us to use the file originally sent.

Once we receive payment and your final data file, we’ll complete your full conversion within two business days.

Conversion Steps

  1. You make a copy of your ACT! data and send it to us using our secure file transfer service.
  2. We analyze your data and provide you a detailed project estimate including potential optional services. We also provide you with a list of the fields in your ACT! data which do not map to standard Salesforce® fields.
  3. You provide us with an administrator-level login and password. This will allow us access to import your data.
  4. We review the account and request your permission to delete any existing default “dummy” data in your account so that the test conversion will start with a clean slate. If there is live data present, it will NEVER be deleted without your explicit permission.
  5. We will create custom fields in the destination CRM for the most-populated 25 custom fields. (Additional custom fields can be added at additional charge for the full conversion, if desired.)
  6. We will extract a random sample of approximately 200 Contact records along with their associated Accounts plus all their Activities, History, and Notes. (Secondary Contacts, Opportunities, Attachments, Events as Events, and Recurring Activities are not included in the free test conversion.)
  7. We will import the sample data into Salesforce® and you can review the data. Any questions about the test conversion will be answered and, if necessary, the test conversion will be repeated. (This is rarely necessary.)
  8. When you have approved the test conversion and are ready to proceed, you will decide which optional services you wish, and ACL Conversions will email you an invoice which can be paid online.
  9. You remit payment and either send us an updated data file or direct us to use the file originally sent.
  10. ACL Conversions adds any additional custom fields needed and makes any needed updates to picklists.
  11. ACL Conversions creates any additional custom fields requested.
  12. ACL Conversions deletes the test conversion data and completes the full conversion within two business days (but usually the same day).
  13. Any questions or issues with the full conversion are resolved.
  14. 30 days after completion of the full conversion, your data is deleted from the ACL Conversions computer systems (unless you have requested us to retain it for a longer period).