May 28, 2020 11:14 AM
Hi all, I’m wondering if there is any third-party service that can assist in moving an entire CRM database from Salesforce into Airtable. I don’t think it’s as simple as a basic CSV import, as the database has a lot of records linked across tables as well as a lot of files associated with individual records. Is there any service that exists for this? Or is this something that would need to be done manually?
Aug 04, 2020 11:10 AM
I saw this was answered elsewhere! BUT I was wondering why you were considering going from salesforce into Airtable? Or are you keeping salesforce, and just using Airtable for something else? Thank you!
Aug 05, 2020 08:47 AM
We aren’t using Salesforce as a CRM, only as a database, and we don’t need all that Salesforce offers. Airtable also is more affordable and user friendly.
Dec 13, 2022 06:17 AM
You have to decide how you want to transfer the data from your current software to your new one. The tips to keep in mind while transferring:
May 04, 2023 03:33 AM - edited May 04, 2023 03:36 AM
May 04, 2023 03:37 AM