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Warning: Please avoid creating new Salesforce-linked Projects during the migration process.
Prerequisites
- Salesforce AppExchange Integration remains connected until migration is complete
- Salesforce API Connector is installed
Migrating Data from the Salesforce AppExchange Integration to the Salesforce API Connector?
There are four steps involved in the migration:
Migrating Loopio Projects
Important: If you don't see the option to migrate, please reach out to our Support Team via the Help menu for assistance.
- In Loopio, click Admin in the top navigation
- Click Integrations
- Click Start Migration
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A pop-up warning message will display the number of Projects currently linked to your existing Salesforce connector
Warning: Please avoid creating new Salesforce-linked Projects during the migration process.
- Click Start Migration in the pop-up to begin
The migration will then be processed, and the progress displayed on the Admin > Integrations screen:
The data migration progress will also be displayed on the Home page (visible to Admins only):
When the migration has been completed successfully, you will see a confirmation message:
Migrating Reports
If you have created custom reports on the Loopio (Opportunity) (Loopio_Project__c) and Loopio (Accounts) (Loopio_Account_Project__c) objects, you will need to migrate those reports to the Loopio Project (Loopio_Project__c) object when using the new connector.
Migrating Custom Fields
If you have created any custom fields on the Loopio (Opportunity) (Loopio_Project__c) and Loopio (Accounts) (Loopio_Account_Project__c) objects, you will need to recreate those fields on the Loopio Project (Loopio_Project__c) object using the same API names.
Migrating Other Metadata
In addition to reports and custom fields, if you have created any other custom metadata such as process builders, flows or workflows based on Loopio (Opportunity) (Loopio_Project__c) or Loopio (Accounts) (Loopio_Account_Project__c) objects, you will need to migrate these to the Loopio Project (Loopio_Project__c).