Switch from Salesforce
What you export from Salesforce, how accounts, contacts, leads, opportunities, tasks and events arrive in Leadmode, which stages belong where and what does not come along.
This page belongs to the area Switch from another system. The process with your AI is described in Switch with your AI. The names below are typical terms from Salesforce. Salesforce is highly customisable, so with your system they may differ.
What you export
The steps for the export are in Leadmode at the import: there choose Salesforce under "Where does your data come from?". They have been checked. The important items are:
- Reports on accounts, leads and contacts, as "Details Only" in CSV format with UTF-8. Reports export only what is in the report filters.
- The entire stock is supplied under "Setup → Data Export" as a ZIP file with one CSV per object. The link is valid for 48 hours. This is the most convenient route for the switch, because opportunities, tasks and events are included as separate files.
Give your AI all files. In the inventory it tells you what is missing.
How Salesforce objects become Leadmode objects
| Salesforce | Leadmode | Note |
|---|---|---|
| Account | Company | address, channels, custom fields, owner |
| Contact | Contact person | belongs to the company via AccountId |
| Lead | Company or contact person | see pitfalls |
| Opportunity | Opportunity | StageName becomes the stage, amount and closing date come along |
| Opportunity "Closed Won" / "Closed Lost" | Opportunity Won / Lost | lost reason is taken over if present |
| Task (type call) | History (call) | with original time, duration, result and author |
| Task (open) | Task | with due date and owner |
| Task (done) | Task done | with completion time |
| Event | Appointment | also past ones |
| Note, ContentNote | Note | with original time and author |
| EmailMessage | History (text) | nothing is sent |
User, OwnerId | Owner, employee | you assign, also former ones |
Custom field (__c) | Custom field | type is recognised, selection lists receive options |
| Lead source | Origin and lead source | origin: cold, warm or website |
Typical stages and their assignment
Salesforce stages are freely configurable. The table shows names from the standard set. Your AI suggests, you confirm.
| Salesforce | Suggestion in Leadmode |
|---|---|
| Prospecting, qualification | Stage New or Outreach |
| Needs analysis, value proposition | Stage Intro call or Qualified |
| Id. decision makers, perception analysis | Stage Qualified |
| Proposal/price quote | stage with quote |
| Negotiation/review | stage with quote meeting |
| Closed Won | Opportunity Won |
| Closed Lost | Opportunity Lost |
| Lead status "Open – Not Contacted" | Stage New |
| Lead status "Working – Contacted" | Stage Outreach |
| Lead status "Closed – Not Converted" | Stage Lost with a matching outcome |
Pitfalls
- Lead and account. A Salesforce lead is not yet qualified and is often a person with a company name. A lead that has already been converted is already in account, contact and opportunity. Do not import it twice. Tell your AI how you want it; it makes a suggestion.
- Identifiers and owners. Salesforce identifiers are long character strings.
OwnerIdandCreatedByIdare identifiers, not names. Your AI resolves them via the file of users. Export that too. - Tasks and events point to persons or objects. They hang on
WhoId(lead or contact) andWhatId(account or opportunity). Your AI assigns them to the company. What cannot be assigned is reported by the reconciliation report. - Person accounts. If your Salesforce uses person accounts, the person is in the account. Tell your AI.
- Time zones and formats. Check in which time zone and number format the file is.
- Encoding. Save reports as UTF-8, otherwise umlauts break.
- The future. Calls and completed tasks in the future are rejected.
What does not come along
- Emails as a mailbox, attachments and files (attachments, content documents).
- Call recordings.
- Flows, reports, dashboards and customisations of Salesforce.
Acceptance
- In Salesforce count the accounts, contacts, leads, opportunities, tasks and events you wanted to take along. Give your AI the numbers as "expected".
- Have the reconciliation report shown to you. Each difference must have a reason.
- Open three to five companies you know well. Check opportunities, history, tasks, owner and stage.
- Check that blocked leads (for example "Do Not Call" or "Email Opt Out") arrived as a block and that no email went out.
- Complete the order. If you do not like the result, take it back and start again.
See also
Switch from Pipedrive
What you export from Pipedrive, how organizations, persons, deals, activities and notes arrive in Leadmode, which stages belong where and what does not come along.
Switch from Excel or CSV
How you prepare spreadsheets with leads, opportunities, calls and tasks for the switch, which columns the AI needs, what the pitfalls are and what does not come along.