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Thread: Moving from SalesForce to DJO - how do we cut the cord from SF?

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  1. #1
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    Moving from SalesForce to DJO - how do we cut the cord from SF?

    We started with SaleForce, but it is just way too much capability for us at this time. We're looking to make a one-time sync to pull the SF data down (trying to avoid all to key strokes), and then letting the SF subscription expire.

    We'll have two of us running a CRM on both PCs and Android devices (smartphones and tablets) from physically separate locations (8 to 10 miles when we're not on the road), so it appears that we'll want a cloud service to keep all these devices sync'd. How do we run DJO on the PCs - through an Outlook sync?

    Looking forward to starting up with DJO!

  2. #2
    Senior Member DJOCTO's Avatar
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    Ed, to get data from SalesForce to Outlook use CL Pro or CL FA Demo. This gives you two weeks.

    For Ongoing sync you only need CompanionLink for Outlook. I would recommend DejaCloud because that will easily handle your sites and devices.

  3. #3
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    Thanks!

    Thanks, We'll give it a go...

  4. #4
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    So I downloaded CL Pro Demo. It doesn't seem to like the XP system I'm running, even though it seems to want XP. Thoughts?
    But I did get it to work on a Win7Pro64 PC.

    OK to ping me at [email]

    ScreenCap -DejaOfficeCLPro_XPissue.jpg
    Last edited by DJOCTO; 08-16-2015 at 08:32 AM. Reason: Removed email address for privacy

  5. #5
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    So we could just make a one-time SF pull-down direct to DejaCloud?

  6. #6
    Senior Member DJOCTO's Avatar
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    Ed, I'll have a tech reach out. It will probably be Monday. I edited your post to remove the open email. I hope that's ok.

  7. #7
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    Thanks. that works for me.

  8. #8
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    ETA on tech contact? Thanks

  9. #9
    Senior Member DJOCTO's Avatar
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    Ed I gave it to a tech. I'll go light a fire. Sorry for the delay.

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