Migrating from SalesforceIQ CRM to Sales Cloud

Congratulations on purchasing Sales Cloud! You’re ready to migrate your data from SalesforceIQ CRM to Sales Cloud. Please select an option that best suits your learning style below.

*Note: This path is designed for customers with a Sales Cloud trial or paid account.
If you're not yet a Sales Cloud customer
, sign up for a Sales Cloud trial here.

Salesforce Trailhead Path (optional):

- Trailhead is a fun and interactive way to learn - Here you will follow guided learning paths that help you understand high level concepts in a short amount of time.

- This path begins with a deeper understanding of the Sales Cloud product in our 'Sales Cloud Transition' Unit. Skip to the second unit, 'Sales Cloud Data Migration', to begin your migration path Trail.

Help Center Migration Path:

- Walk through your migration within the SalesforceIQ Help Center using detailed step-by-step directions and short videos.

** Ask an expert ** Attend a live SalesforceIQ CRM Office Hours session today - Register Here

Interested in additional assistance with your migration? Do you have complex workflows or are resource-strapped?Consider working with a certified Salesforce implementation partner that’s experienced in migrating customers from SalesforceIQ CRM to Sales Cloud. Check out our Implementing Sales Cloud with a Salesforce Partner article to learn more.

1 2 3 4 5