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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!
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Senior Member
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.
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Thanks!
Thanks, We'll give it a go...
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So we could just make a one-time SF pull-down direct to DejaCloud?
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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 09:32 AM.
Reason: Removed email address for privacy
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Senior Member
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.
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Thanks. that works for me.
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ETA on tech contact? Thanks
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Senior Member
Ed I gave it to a tech. I'll go light a fire. Sorry for the delay.
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