This is how you migrate off Salesforce. In 5 or 6 weeks.
Phases with dates and deliverables. Your team keeps working in Salesforce until switchover Monday.
All we need from you
A read-only user
With API permissions. No admin passwords.
One person, 3 hours a week
Someone who knows your processes and signs off on each demo.
Access to your integrations
API credentials for your ERP and everything else, in a secure vault.
Week by week.
Week 1
Discovery of your org
What we do
We read your org from its metadata: Object Manager, actual usage of every field, Record Types, page layouts, Flows, triggers, validation rules, profiles, permission sets, sharing rules and role hierarchy. We talk to 3 or 4 people who use it every day.
What you get
A full inventory of the org, a process map and a fixed scope: what gets migrated, what stays out and what it costs.
What you do
Give us a read-only user and 4 hours of your team's time for the interviews.
Weeks 2 and 3
Build
What we do
We build your CRM on our core: your objects and only the fields you actually use, screens by role, permissions that match your profiles, automations that replace your Flows and triggers, and the reports you really look at.
What you get
A clickable test environment from the first Friday. A demo every Friday.
What you do
Sign off on each demo. One hour a week.
Week 4
Data and integrations
What we do
We use Bulk API 2.0 to extract accounts, contacts, leads, opportunities, products and price books, cases, Tasks and Events, notes and files. We remove duplicates, normalize picklists and keep the Salesforce ID of every record. We reconnect the ERP and everything else via API.
What you get
A load report per object: records in the source, migrated and discarded, with the reason.
What you do
Review a sample of records and sign off on it.
Week 5
Parallel run and testing
What we do
Every day we sync whatever changes in Salesforce. Your team tests with real cases in parallel and we adjust whatever they ask for.
What you get
The list of acceptance tests, signed off by each team.
What you do
Have 2 or 3 people per team use it for real.
Week 6
Go-live
What we do
Final load over the weekend, a 45-minute training session per team and the switchover on Monday. We stay with you for the first two weeks. Salesforce stays read-only until the contract ends.
What you get
Your CRM in production, the documentation, the code in your repository and a draft of the non-renewal notice.
What you do
Send the notice to Salesforce on time. We'll tell you when.
You don't lose a single record. And we prove it.
Every load ends with a report per object: how many records were in Salesforce, how many were migrated and why the rest were discarded. Opportunity history, activities, files, Field History and original owners included.
Load report
Final load: Saturday, 02:00 to 05:40| Object | In Salesforce | Migrated | Discarded | Reason |
|---|---|---|---|---|
| Accounts | 4,212 | 4,198 | 14 | Duplicates merged |
| Contacts | 11,870 | 11,402 | 468 | No email or phone |
| Opportunities | 6,341 | 6,341 | 0 | |
| Quotes | 2,110 | 2,110 | 0 | |
| Activities | 58,920 | 58,112 | 808 | Duplicated by sync |
| Files | 9,204 | 9,204 | 0 | |
| Field History | 31,775 | 31,775 | 0 | |
| Total | 124,432 | 123,142 | 1,290 | Every one with a reason |
Load report. Illustration with sample data.
Estimate your migration.
Three steps about your org. The timeline and phases change with every answer.
How much data needs to move?
How many records do you have in total?
You'll see it in Setup, Storage Usage.
How many objects have data you want to keep?
How much space do your files take up?
File Storage, on the same screen.
What history do you want to keep?
Estimated duration
6 weeks
- Discovery1 week
- Build2 weeks
- Data and integrations1 week
- Parallel run1 week
- Go-live1 week
Training and testing
What we see in your case
Nothing out of the ordinary. A textbook migration.
FAQ
What people ask us most before we start.
Do we have to stop selling during the migration?
No. Your team keeps working in Salesforce until the Monday of the switch. The final load happens over a weekend.
What gets migrated from Salesforce?
Accounts, contacts, leads, opportunities, products and price books, quotes, orders, cases, campaigns, tasks and events, notes, files, logged emails and field history, keeping each record's Salesforce ID.
What do you need from us?
A read-only user with API permissions, someone who knows your processes for about 3 hours a week and access to the API credentials of your integrations.