Moving our companies LDB from an old instance to the new one. I can probably create fields and figure out how to populate them with most of the Activity info but it figures to be very work intensive. Is there a way to pull down that data automatically and import it to the new instance? Your help is appreciated.
There isn't currently a way to copy all of the lead activities in your database and move them to a new one. You can export lead activities for a single lead at a time, but there are not automatic ways to do this en masse.
John Clark, Can the user Ids, custom views/reports and assets be moved from one instance to another without rebuilding the from scratch?
User Id's and Custom Views, no. But it is possible for support to connect two instances to allow you to import programs, and any assets they contain, into the new instance. This is something you'd want to open a support case for.