function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Kevin RuskKevin Rusk 

Redtail to Saleforce

Need a consultant to handle conversion of clients from a small Redtail database to our existing Salesforce.  We are using the TDA WealthManagement app as our underlying framework.  If you have experience doing this conversion, please contact me.
Nissam PSNissam PS
Hi Kevin,

What's your email which I can reach you over?

Thanks!
Kevin RuskKevin Rusk
Please respond to krusk at Merceradvisors.com
 
11c-at-sfdc11c-at-sfdc
hi Kevin, I can help. please send an email to avi (atsign) 11concepts . com or contact here http://11concepts.com/sfdc/contact.html