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Salesforce

🇺🇸
T

Teamleader

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Switch from Salesforce to Teamleader

A complete step-by-step guide to migrate your data and workflow to an EU-hosted alternative.

Hard MigrationGDPR Compliant
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Navigate to 'Setup' in Salesforce. In the Quick Find box, type 'Data Export' and select 'Data Export'. Click 'Export Now' or 'Schedule Export'. Choose the data you want to export and click 'Start Export'.

Tips

  • Ensure you have enough storage space for the export files.
  • Consider exporting data during off-peak hours to avoid system slowdowns.

Additional Resources

Frequently Asked Questions

Will I lose my data when switching from Salesforce?

No, most services allow you to export your data before closing your account. Follow the steps in our migration guide to safely transfer all your data to Teamleader.

Is Teamleader really more private than Salesforce?

Yes, EU-based services like Teamleader must comply with GDPR, which provides stronger privacy protections. Your data won't be subject to US surveillance laws like the CLOUD Act.

Can I use both services during the transition?

Absolutely! We recommend running both services in parallel during the transition period to ensure everything is set up correctly before fully switching over.

What if I need help during migration?

Most EU alternatives offer customer support and migration assistance. Check Teamleader's website for their support options, or reach out to their team directly.