Moving data in and out of a CRM system like FundPanel for Salesforce can be a daunting task. The FundPanel team (support@fundpanel.io) is here to help with any questions you might have when it comes to migrating your data.
Below are the tools we recommend for data migration tasks. Salesforce is flexible when it comes to data manipulation, and a different tool might suit a particular project or task depending on what is required.
Salesforce Data Import Tools - A list of all tools we use for data migration.
Further reading for each of the tools mentioned above:
- Data Import Wizard Walkthrough
- Data Import Wizard vs Data Loader: When to use what?
- Data Loader Installation & Basic Walkthrough
Once you are comfortable with the different tools at your disposal for data migration, our guides for data migration & much more can be found in the Data Migration area of our knowledge base:
Folders are named according to FundPanel's Salesforce app names (Investor Relations, Portfolio etc.) and each folder contains articles pertaining to specific data management topics for its respective Salesforce app.