This means that firm members can typically access Sales Force from anywhere with an internet connection. When they need to use Sales Force, they enter Sales Force credentials into a Sales Force website and are able to access all their data from there.

In Sales Force, just about every field is a custom field. Because of this, firms coming from Sales Force tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The Migration Specialist will need an Administrator username and password into Sales Force in order to extract your data.

Because data is extracted from Sales Force via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Sales Force to users in the new system.

Firms migrating from Sales Force tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.