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

Where it lives

This connector plugs into Vipe Core.

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