
Salesforce, Inc. · Broker CRM & migration · In preparation
The global CRM standard at corporates.
How it connects
Contacts and companies sync with the Core CRM where a group runs Salesforce centrally.
For a switch we run a guided import: you get a mapping preview before anything is written, and the old system stays untouched. For parallel operation, a scheduled sync keeps both sides current.
Typical data flows
- One-time migration: objects, contacts, activities, documents
- Or a running sync while both systems stay in use
- Duplicates are detected and merged on import
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