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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

  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.