If you need assistance or a complete data migration, the Milestones PM+ Data Migration Starter Pack is recommended. This procedure will not export custom fields or any customizations that you have made. If no data retention is necessary, you may uninstall or delete Milestones PM when ready. Most data migrations take no more than 8 hours. If you need to retain old project data (including custom fields and relationships), we recommend the Milestones PM+ Data Migration Starter Pack. You can install Milestones PM+ alongside Milestones PM as they’re separate apps. Task Object: Name, Start Date, Due Date, Predecessor Task, Description Upgrading from Milestones PM (unmanaged) Milestone Object: Name, Kickoff, Deadline, Predecessor Milestone, Description Currently the fields that get populated are: Not all fields from Microsoft Project files will migrate to Milestones PM+ upon import. To import data from another app (E.G Milestones PM, MS Project, Primavera), use either the Salesforce dataloader.io or Salesforce Data Loader app (desktop/client app). Milestones PM+ Data Migration Starter Pack are professional services by our certified Salesforce developers for seamless transitions. Salesforce Help Doc: Non-Salesforce users accessing Milestones PM+ with OEM licenses Importing Project Data Salesforce Help Doc: Assigning Licenses for Installed Packages Salesforce Help Doc: Assign Permission Sets to a Single User If you are on the Free Edition, you will need to add the users that you want to use the app. Any Salesforce administrator will have access to Milestones PM+ if there are non-admin users that you want to grant access to the app, assign the Milestones PM+ Full Access permission set to the User record. Milestones PM+ can be installed into Professional Edition orgs and higher free from the AppExchange. Product Installation, Permission Sets, Assigning User Licenses
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |