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Checklist
Leaving Salesforce checklist.
21 steps, in order. Tick them off as you go: progress is saved in this browser.
0 of 21 done
Start over
Before you decide
Find your Order Form and your contract end date.
Write down the notice period for non-renewal.
Count how many users actually log in each week.
Add up the full bill: licenses, add-ons, partner, admin and tools.
Work out the alternative over 3 years.
Discovery
Inventory objects, fields in use and Record Types.
List active Flows, Workflow Rules, Process Builder and triggers.
List the integrations and who depends on each one.
Interview 3 or 4 people who use the CRM every day.
Lock the scope: what gets migrated and what stays out.
Data
Run a full export with Data Export Service and store it outside Salesforce.
Decide what to do with inactive owners and duplicates.
Include files, logged emails and change history.
Check record counts per object and control totals.
Go-live
Plan the parallel run and who tests on each team.
Train each team on its own screens with its own data.
Cut over on a weekend and set Salesforce to read only.
Send the non-renewal notice in writing and keep the acknowledgment.
After
Shut down the old integrations.
Cancel the AppExchange packages and standalone tools you are replacing.
Store the final export outside Salesforce.