Hi All, pretty new to this, so bare with me.
I am keen to move over from Salesforce to Outlook Customer Manager, but don't want to just rush in and end up having to back track.
I have an existing Salesforce setup where I currently store all my business contacts, has anyone any advice as to how to move this data across?
I can see the import functionality, and that I need a CSV file which I can pull out of Salesforce ok, but how do you map the data fields, and if there are data fields that need added, how do I do that on the way through?
Great to hear from anyone with experience on this, thanks in advance,
Neil.