Seamless Migration from Salesforce: Migration Guide Prepared with 200+ Projects Experience

If you're considering migrating from Salesforce to another CRM, this guide is for you. 6 years Salesforce partnership, 200+ project experience.

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3 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

Salesforce CRM Migration: Step-by-Step Guide - Rapitek

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

Sorun: Veri Formatı Uyumsuzlukları

Salesforce'taki tarih formatları (YYYY-MM-DD), para birimi formatları (USD, EUR) ve picklist değerleri hedef CRM'le uyuşmayabilir.

Solution:

Export sonrası Excel/Python ile veri dönüşümü yapılır. Rapitek'in hazır import şablonları tarihleri, para birimlerini ve picklist değerlerini otomatik dönüştürür.

Sorun: Custom Fieldlar (Custom Fields) Kaybolması

Salesforce'ta oluşturduğunuz özel alanlar standart export'ta yer almayabilir veya hedef CRM'de karşılık bulunmayabilir.

Solution:

Tüm özel alanlar export öncesi listelenir. Target CRM'de eşdeğer alan tipleriyle (text, number, picklist, date) yeniden oluşturulur. Rapitek 200+ projede bu süreci otomatikleştirmiştir.

Sorun: İlişki Bozulmaları (Broken Relationships)

Account-Contact, Opportunity-Account gibi lookup ilişkileri export/import sırasında kopabilir. Yanlış ID eşlemeleri nedeniyle veriler yalnız kalabilir.

Solution:

Rapitek, Salesforce ID'lerini (18 karakter) hedef CRM ID'leriyle eşleyen mapping tablosu oluşturur. İlişkiler import sırasında bu tablo üzerinden yeniden kurulur. Doğrulama adımında tüm ilişkiler kontrol edilir.

Sorun: Reportların Yeniden Oluşturulması

Salesforce'taki Dashboard ve Report'lar hedef CRM'de doğrudan göç edilemez. Manuel olarak yeniden kurulmalıdır.

Solution:

Rapitek ekibi, mevcut Dashboard'ları screenshot ile dokümante eder. Target CRM'de aynı metrikler (kazanılan fırsatlar, pipeline değeri, conversion rate vb.) eşdeğer görselleştirmelerle kurulur. 200+ projede kullanılan standart rapor şablonları bu süreci hızlandırır.

Sorun: Kullanıcı Direnci ve Adaptasyon

Ekip yıllarca Salesforce kullanmışsa, yeni CRM'e geçiş dirençle karşılaşabilir. "Eskisi daha iyiydi" algısı oluşabilir.

Solution:

Rapitek, paralel çalışma döneminde 1-2 hafta her iki sistemi birlikte kullanır. Eğitim videolarıyla yeni CRM'in avantajları gösterilir (daha hızlı arayüz, kolay özelleştirme, düşük maliyet). Süper kullanıcılar (champions) belirlenir ve onlar ekibi destekler.

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 (Kurulum Paketine Included) 2-4 weeks 200+ Salesforce projesi deneyimi, ek ücret yok

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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Frequently Asked Questions

Is there data loss during migration from Salesforce?
Not with a professional migration process. The Rapitek team, with 200+ Salesforce project experience, ensures zero data loss through test migration, validation, and backup steps. All data is backed up in CSV/Excel format and compared.

How long does migration from Salesforce take?
An average Salesforce migration takes 3 weeks. This includes current state analysis, data export, cleaning, mapping, test migration, workflow migration, and full transfer. Complex customizations may take 4-6 weeks.

Can Salesforce custom fields be migrated?
Yes, all custom fields can be migrated. Salesforce picklist, formula, lookup, and master-detail fields are created with equivalent field types in the target CRM. Rapitek manages this conversion with field mapping methodology used in 200+ projects.

Can Salesforce workflows and automations be migrated?
Yes, workflows can be migrated. Salesforce Flow, Process Builder, and Workflow Rules are recreated in the target CRM. The Rapitek team quickly transfers logic and rules, having built similar workflows in 200+ projects.

Can I continue using Salesforce during migration?
Yes, a parallel operation period is recommended. After the test migration, you can use both systems in parallel for 1-2 weeks to get accustomed to the new CRM. Final data is then transferred and full switch is completed. This maintains business continuity.

Can my Salesforce reports be recreated in the new CRM?
Yes, all reports can be recreated. Salesforce Dashboards and Reports are built with equivalent visualizations in the target CRM. Rapitek accelerates this process with standard report templates used in 200+ projects.

What happens to my Salesforce AppExchange apps?
AppExchange apps cannot be directly migrated. However, the functions these apps provide can be covered with alternative integrations or custom development in the target CRM. Rapitek offers alternatives for common AppExchange apps.

How much does Salesforce migration cost?
Migration from Salesforce to other CRMs typically costs $10,000-$50,000 (including consulting, data transfer, and customization). Migration to Rapitek CRM is included in the setup package at no extra charge. You only pay the software license fee.

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