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  1. Use the Salesforce Data Export Service for Accounts, Contacts, Opportunities, Tasks, Notes.
  2. Connect Gmail and Calendar to Octolane.
  3. Run CSV import. Octolane maps standard Salesforce fields automatically.
  4. Re-create custom objects with Custom objects.
  5. Forward Salesforce webhooks via Zapier during transition.
Email help@octolane.com for white-glove migration.