Salesforce Migration
Move to Salesforce from spreadsheets or another CRM, or off it when it no longer fits. Data, automation and integrations moved with a tested cutover.
Outcomes you can expect.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
- Step 0101
Audit the source
Every object, field, automation and integration in the old system mapped.
- Step 0202
Map and plan
Field mapping, cleanup rules and a cutover plan you sign off.
- Step 0303
Test migration
A full trial run, checked record by record, before the real move.
- Step 0404
Cut over & support
The move at a quiet time, then 30 days of support while the team settles.
Built on real engagements.
Inside our Salesforce Migration work.
Source system audit
Every object, field, automation, integration and report mapped before anything moves.
Data model mapping
Objects, fields, record types and relationships mapped to Salesforce, with lookups rebuilt.
Automation rebuilt in Flow
Old rules and scripts rebuilt in Flow and tested before go-live.
Integrations rewired
Forms, billing, marketing and support tools reconnected to the new system.
Test migration in a sandbox
A full trial run in a sandbox that can hold your data (Partial or Full Copy, depending on your edition), checked record by record.
Leaving Salesforce
Moving off Salesforce instead? We also run Salesforce-to-HubSpot migrations with history kept.
A few of the brands we've delivered for.
Salesforce Migration, answered.
How long does this take?
It depends on how much data and automation you have. We agree the timeline after the source audit.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
