Seamless data migration from podio to salesforce with a custom app
Our client is deeply committed to revolutionizing the real estate industry by providing a cutting-edge CRM solution built on Salesforce and tailored specifically for real estate businesses. They understand that real estate professionals require specialized tools to excel in their roles.
The client aimed to streamline the migration of contacts, leads, customer data, and sales activities from Podio to Salesforce. They sought an integrated solution that would simplify field mapping and initiate migrations directly from Podio, enhancing workflow efficiency and user satisfaction. They were looking for an easy and handy tool to migrate data from the Podio system to Salesforce instead of switching between two different systems for the same set of data.
Through strategic development and integration efforts, we successfully addressed the client’s challenges, resulting in streamlined data migration processes and improved operational efficiency for the real estate firm.
The main challenge was managing a set of leads, contacts, activities and notes from Podio System to Salesforce.
Ensuring data consistency and integrity was a hurdle as any inconsistency could impact business processes.
Matching and mapping fields between the two systems was complex, requiring careful consideration of data structures and formats.
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Utilizing Lightning components, a user-friendly app was built to migrate data from Podio to Salesforce. It also facilitated field mapping between Podio and Salesforce objects.
Developed field mapping screen with the use of Salesforce lightning component and built response parsers using JavaScript features to avoid errors.
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Created an interface to facilitate mapping of Podio picklist field values and developed functionality to accurately map and migrate creation dates of records from Podio to Salesforce. Features were develop
Features were developed to migrate notes, activities, and tasks from Podio to Salesforce seamlessly.
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- Reduction in mapping time: Client experienced a significant reduction in the time required to perform migration mapping tasks making the app more efficient.
- Enhanced customer experience: The app facilitated faster migration of data across different objects from Podio to Salesforce. The client was able to complete the migrations more quickly and efficiently.
- Achieved user satisfaction: The hassle-free configuration screen contributed to high levels of user satisfaction. The app ensured that users could navigate the migration process with ease.
- Efficient migration process: Streamlined migration process based on predefined mapping configurations.
