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created at

2026-02-02 05:18:53

updated at

2026-02-02 05:18:54

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https://help.compli.com/hc/en-us/articles/115002867066-Migration-Site-Setup-Guide

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Content

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Migration Site Setup Guide

excerpt

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This document walks through the steps of setting up a new site for a Migration.  Perform these steps in order for best results.   1. Create the Site Login to Controller Click on the Add Customer tab Type in the following: Company: The name of the company from the account name in Salesforce Key Contact: The full name of the customer's project lead  Development: The subdomain that the customer will use to login to compligo.  Usually this will be the same as their website domain name (e.g. for www.kendallauto.com you would use kendallauto.) Click Save. 2. Clean the site Delete all Binders from ControllerThis will remove all Binders, Folders and Library Items from the site. Login to Controller Click on the name of the site Click on the Selections tab Click on the Binders tab Click the Select All checkbox to select all checkboxes Click delete at the bottom of the page Delete all Workspaces from ControllerThis will remove all Workspaces, Initiatives and Activity templates from the s...

author

updated

2026-02-05 15:45:35

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