Seamless Migration from Salesforce: Migration Guide Prepared with 200+ Projects Experience
We walk you through migrating from Salesforce to another CRM step by step, backed by a 6-year Salesforce partnership and 200+ projects. The difference at the CRM you move to: most CRM AI only reads. Rapitek writes. Tell Rapi what happened by voice in Turkish and it creates and updates real records.
Request Free Demo3 Weeks
Average migration time
(4-6 weeks for complex structures)
0% Loss
Zero data loss guarantee
(with testing and validation)
Included
Migration support included in setup package
(no additional charge)
8-Step Salesforce Migration Process
Current State Analysis
- List of standard and custom objects
- Custom fields inventory
- Active user count and roles
- Total record counts (Account, Contact, Opportunity, etc.)
- Existing integrations (ERP, email, telephony)
- Active workflows and automations
Test Migration
- Do record counts match? (source vs target)
- Are relationships correctly established? (Account-Contact, Opportunity-Account)
- Are custom fields visible?
- Are date and currency formats correct?
- Have file attachments been transferred?
Full Migration and Validation
- Compare record counts with Salesforce (e.g., 1000 Accounts -> 1000 Companies)
- Check relationships (is every Contact linked to an Account?)
- Review custom fields (are there empty fields?)
- Check activity history (Task, Event, Email)
Parallel Operation and Transition
- Week 1: Team uses both systems, compares
- Week 2: New data entered only in new CRM, Salesforce is read-only
- Week 3: Salesforce is fully shut down, users work only in the new CRM
Field Mapping Reference Table
| Salesforce Object | Rapitek CRM Equivalent | Description |
|---|---|---|
| Account | Company | Client companies and organizations |
| Contact | Contact | Contact persons within a company |
| Opportunity | Opportunity | Sales opportunities and pipeline |
| Lead | Prospect | Potential customers (not yet qualified) |
| Case | Support Ticket | Customer service requests |
| Task | Task | To-dos and tasks |
| Event | Event | Calendar events, meetings |
| Campaign | Campaign | Marketing campaigns |
What Can Be Migrated and What Cannot?
Realistic expectations from our experience with 200+ projects
Can Be Migrated
- All Data: Account, Contact, Opportunity, Lead, Case, and custom objects
- Custom Fields: Custom fields, picklists, formula fields
- Relationships: Lookup, master-detail relationships
- Activity History: Task, Event, Email logs, Notes
- Files and Attachments: Attachments, Files (ContentVersion)
- Workflows (Rebuilt): Workflow Rules, Process Builder, Flow logic
- Reports (Rebuilt): Dashboard and Report logic
Cannot Be Migrated
- AppExchange Apps: Third-party applications cannot be directly migrated (alternative integrations are available)
- Apex Code and Triggers: Salesforce-specific code must be rewritten in the target CRM
- Lightning Components: Salesforce Lightning-specific UI components
- Visualforce Pages: Custom Salesforce pages (alternative UI can be developed in the target CRM)
- Chatter History: Social collaboration history (notes can be transferred)
- Salesforce Communities: Portal and community structures (must be rebuilt)
Common Migration Issues and Solutions
Challenges and solutions from our 200+ projects
Issue: Broken relationships after import
Salesforce record IDs (18 characters) do not carry over, so Account-Contact and Opportunity-Account links can break if records are loaded in the wrong order. Solution: import parent records first (Accounts), capture the new IDs, then map child records (Contacts, Opportunities) to them before loading.
Issue: Custom field and picklist mismatches
Custom fields, picklist values, and formula fields rarely map one-to-one. Solution: build a field-mapping table up front (see the reference table above), recreate equivalent field types in the target CRM, and reconcile picklist values before the full load to avoid blank or rejected fields.
Issue: User adoption and lost automations
Reports, dashboards, and automations do not migrate as data; they must be rebuilt. Solution: recreate dashboards and report logic in the target CRM, rebuild Workflow Rules, Process Builder, and Flow logic as native automations, and run a 1-2 week parallel period so the team adapts before Salesforce is shut down.
Migration Cost Comparison
| Target CRM | Migration Cost | Duration | Notes |
|---|---|---|---|
| HubSpot CRM | $15,000 - $40,000 | 4-8 weeks | Requires HubSpot consultant |
| Microsoft Dynamics 365 | $20,000 - $50,000 | 6-12 weeks | Complex structure, may require custom development |
| Zoho CRM | $10,000 - $30,000 | 3-6 weeks | Cost-effective, ideal for simple structures |
| Pipedrive | $8,000 - $20,000 | 2-4 weeks | Limited customization, for simple migrations |
| Rapitek CRM | $0 (Included in Setup Package) | 2-4 weeks | 200+ Salesforce project experience, no additional charge |
Consider Before Leaving Salesforce
Let us be honest with our 200+ Salesforce project experience: In some cases, Salesforce may still be the best option.
Consider staying with Salesforce if:
- You have 500+ users and enterprise scale is critical
- You are a multinational company and need global infrastructure
- You are dependent on critical AppExchange applications
- You have very complex Apex code and Lightning Components
However, if you are a Turkey-based organization, have 5-200 users, and Salesforce costs are straining your budget, alternative CRMs may provide better value.
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