If your organization currently uses Salesforce Anywhere, plan migration to the current Salesforce collaboration stack. The migration is mostly about identifying which Anywhere capabilities you depend on and moving each to its current equivalent. Do this during routine maintenance because Salesforce Anywhere is not the strategic direction for collaboration.
- Inventory current Salesforce Anywhere usage
List the workflows and use cases your organization runs on Salesforce Anywhere. Real-time alerts, team chat about records, document collaboration, mobile record updates. The inventory drives the migration plan.
- Map each capability to the current product
Real-time CRM alerts move to Salesforce Mobile push notifications and Slack channels. Team chat moves to Slack. Document collaboration moves to Quip. Mobile-first record updates use the standard Salesforce Mobile App. Map each Anywhere use case to its current home.
- Configure Salesforce Mobile push notifications
Setup > Notification Builder. Build the notification types that replace Anywhere alerts. Test delivery on real iOS and Android devices to confirm the experience matches what users had in Anywhere.
- Set up Slack with Salesforce integration
Install Slack, configure the Salesforce-Slack integration, build channels for team-record collaboration. Train teams on the slash commands, Deal Rooms, and Case Rooms patterns that replace Anywhere chat.
- Configure Quip embedded on Lightning record pages
For document collaboration use cases, embed Quip components on the relevant record pages. Build templates for repeatable patterns: Account Plan, Deal Collaboration, Case Runbook.
- Train users on the current collaboration stack
Users accustomed to Salesforce Anywhere need training on the current products. Each component (Slack, Quip, Mobile App) has its own patterns; cover the equivalents to Anywhere capabilities in the training.
- Deprecate Salesforce Anywhere usage gradually
Move teams off Salesforce Anywhere as the replacements stabilize. Avoid a hard cutover that disrupts work; phase the migration over weeks or months based on team readiness.
- Document the migration for institutional memory
Document what was on Salesforce Anywhere and where it lives now. New team members and future admins benefit from knowing the historical context and the current home for each capability.
Slack, Quip, Salesforce Mobile App. The current collaboration stack that replaces Salesforce Anywhere capabilities.
Gradual team-by-team versus hard cutover. Gradual preserves productivity; hard cutover speeds the transition but disrupts work.
Each successor product has its own patterns. Users moving from Anywhere need training on the equivalents.
- Salesforce Anywhere is not the strategic direction for collaboration. New investment in Anywhere-specific workflows accumulates technical debt that will need migration eventually.
- Each successor product (Slack, Quip, Mobile App) is licensed separately. Migration may require licensing analysis to ensure all teams have access to the right products.
- Anywhere users may resist migration if the replacements feel less integrated. Communicate the strategic context and invest in training to bridge the transition.
- Some Anywhere-specific features may not have exact equivalents. Identify the gaps early and decide whether to live with them, build custom solutions, or accept reduced functionality.
- Documentation about Salesforce Anywhere is increasingly sparse. Cross-reference with current product documentation to confirm equivalents and migration paths.