When I first started migrating thousands of notes from Zoho into Salesforce Lightning, I thought it would be simple. I had a spreadsheet, I had Data Loader, and I figured it would be done before lunch. It wasn’t. Importing notes into Salesforce is trickier than almost any other kind of data. You’re not just moving text from one field to another. You’re dealing with Salesforce’s […]
At Coacto, we pride ourselves on designing solutions that make a real-world impact. One of our recent projects with Edco Latam Consulting exemplifies how tailored automation and smart integrations can streamline processes and transform engagement. Who is Edco Latam? Edco Latam operates in the education sector, acting as a bridge between students and universities across Latin America. Their mission is to support universities, colleges, and […]
