Salesforce Migration

Migrate your Salesforce data to CRM Factory with the guided migration wizard — analyze, map, import, and validate.

CRM Factory includes a dedicated Salesforce migration tool that connects to your Salesforce org, analyzes your data, and imports records with relationship preservation. Access it from Settings → Integrations → Salesforce or the Setup checklist.

Migration Flow

The migration wizard follows five steps:

1. Connect

Authenticate with your Salesforce org via OAuth. CRM Factory connects using the Salesforce REST API to read your metadata and records.

2. Analyze

The migration analyzer examines your Salesforce org and generates a readiness report:

Object inventory — Standard and custom objects with record counts
Field mapping — Automatic mapping of Salesforce fields to CRM Factory schema
Compatibility score — Per-object assessment: auto, partial, or manual_review
Automation complexity — Summary of workflows, Process Builder flows, and Apex triggers
Risk items — Potential issues flagged for review before migration

The analyzer calls Salesforce's /sobjects and per-object describe endpoints to build a complete picture of your org.

3. Report

Review the analysis report with:

Overall migration readiness score
Object-by-object status and field mapping details
Identified risks and recommended actions
Estimated migration timeline

4. Configure

Customize the migration:

Select which objects to include
Review and adjust field mappings
Set options for relationship handling
Configure deduplication rules

5. Migrate

Run the migration. The importer processes objects in dependency order to preserve relationships:

Accounts — Companies and organizations
Contacts — People linked to accounts
Cases — Support tickets with case comments and thread history
Activities — Tasks and logged activities

Each imported record retains its Salesforce ID (sf_id) for traceability and cross-reference. Progress is tracked per object with real-time status updates.

API

Analyze a Salesforce Org

POST /api/v1/migration/analyze
Content-Type: application/json

{
  "sf_instance_url": "https://yourorg.my.salesforce.com",
  "sf_access_token": "00D..."
}

Returns a migration record with status analyzing. Poll for completion via the migration status endpoint.

Run Migration

POST /api/v1/migration/run
Content-Type: application/json

{
  "migration_id": "mig_abc123"
}

Starts the import pipeline in the background. Progress updates are written to the migration record.

What Migrates

Salesforce Object	CRM Factory Entity	Status
Account	Account	Automatic
Contact	Contact	Automatic
Case	Case	Automatic
CaseComment	Case Comment	Automatic
Task / Event	Activity	Automatic
Lead	Lead	Planned
Opportunity	Opportunity	Planned
Product2	Product	Planned

Relationship Preservation

The importer maintains referential integrity across objects:

Contact → Account relationships
Case → Account and Contact relationships
Case Comment → Case thread ordering
Activity → Contact and Account associations
All records store the original Salesforce ID for audit trails

Best Practices

Run analysis first to identify risks before committing to migration
Test with a sandbox org if available — connect a Salesforce sandbox to validate the mapping
Review custom fields — fields that don't map automatically may need manual configuration in Custom Fields
Plan for phased migration — start with accounts and contacts, validate, then migrate cases and activities
Keep Salesforce active during the transition period so teams can reference historical data

On this page