Migrating from Salesforce to Monday.com Sales CRM

Hey @youneslaaouani,

Welcome to the Community!

  1. Previous thread on mandatory columns - You can use forms, conditional colouring, and automation to support your objective.

  2. This sounds like something we would put in another board and connect the two for visibility. Would love to understand this in more depth.

  3. Yes! There are a couple of ways to approach this :slight_smile:

Are you planning to manage the entire migration on your own? If you would like to connect and discuss further I would love to better understand your full picture and how you’re planning to manage and deliver the migration and ease your team into monday.com.

teameasy@easy-mondays.com
Emma :slight_smile: