How to Migrate from Salesforce to Ceven
Salesforce is a leading enterprise CRM platform that excels in managing sales, service, and marketing operations, with a vast ecosystem of apps.
Ceven, on the other hand, is an AI workflow automation platform that connects to over 1,000 tools, runs end-to-end workflows with AI steps and human-approval gates, and can build and host no-code pages/apps.
Migrate from Salesforce to Ceven in 6 steps
Inventory Your Workflows
Start by documenting all the automations and workflows in Salesforce. Focus on the outcomes they achieve, rather than the steps they take. This will help you identify which workflows to rebuild in Ceven and which to consolidate.
Connect the Same Apps in Ceven
Ceven connects to over 1,000 tools, so you can rebuild your workflows using the same apps you use in Salesforce. This ensures a smooth transition and minimizes disruption.
Describe the Outcome to Rebuild
Rather than recreating each Salesforce workflow one-for-one, describe the outcome you want to achieve in Ceven. This allows you to consolidate workflows and take advantage of Ceven's AI steps and human-approval gates.
Add AI Steps and Approval Gates
Identify any brittle points in your Salesforce workflows where errors or delays commonly occur. In Ceven, add AI steps to predict and mitigate these issues, and add human-approval gates to ensure accuracy and compliance.
Validate in Parallel
Run both Salesforce and Ceven workflows in parallel on real data. This allows you to validate that Ceven is working as expected and to identify any issues that need to be addressed before switching over.
Schedule and Cut Over
Once you've validated that Ceven is working as expected, schedule a cutover. Ensure you have human-approval gates on any writes to systems of record to prevent data loss or corruption. Finally, decommission your Salesforce workflows.
Why Teams Switch from Salesforce to Ceven
Teams often switch from Salesforce to Ceven to take advantage of advanced AI capabilities, human-approval gates, and a more flexible workflow automation platform. Ceven's ability to connect to over 1,000 tools allows teams to consolidate their workflows and reduce the complexity of their automation stack.
Additionally, Ceven's no-code interface makes it easy for teams to build and host custom pages and applications, further enhancing their productivity and efficiency.
What Moves Over and What Doesn't
When migrating from Salesforce to Ceven, the focus is on moving your automations and workflows, not your CRM database. Ceven is not a CRM and does not replace your system of record. Instead, think of Ceven as a tool to automate the busywork around your CRM, such as data enrichment, follow-ups, syncing, and reporting.
What moves over are the outcomes of your Salesforce workflows, which you can rebuild in Ceven using the same connected apps. What doesn't move over are the specific steps and configurations of your Salesforce workflows, as Ceven encourages a more outcome-focused approach to automation.
Avoiding the Common Pitfalls
One common pitfall is trying to recreate each Salesforce workflow one-for-one in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows in Ceven to take advantage of its unique features, such as AI steps and human-approval gates.
Another pitfall is not running both Salesforce and Ceven in parallel on real data before switching over. This can lead to data loss or corruption, so it's important to validate that Ceven is working as expected before making the switch. Additionally, ensure that you have human-approval gates on any writes to systems of record to prevent errors.
Frequently asked
Can Ceven auto-import my Salesforce workflows?
No, Ceven does not offer an automatic import feature for Salesforce workflows. Migrating to Ceven involves rebuilding your workflows from scratch, which often results in fewer, more capable workflows that take advantage of Ceven's unique features.
Will I lose any data during the migration?
No, migrating from Salesforce to Ceven does not involve moving your CRM database. Therefore, you will not lose any data during the migration. However, it's important to run both Salesforce and Ceven in parallel on real data before switching over to ensure a smooth transition.
How long does the migration process take?
The duration of the migration process depends on the complexity of your Salesforce workflows and the outcomes you want to achieve in Ceven. The steps outlined in this guide provide a general framework for the migration process, but the exact timeline will vary depending on your specific needs.