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.
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
Sorun: Veri Y Y Y-M M-D S D, E U C R Custom Fieldlar (Custom Fields) C R Target C R Relationships)
Account-Contact, I Salesforce I D'lerini (18 karakter) hedef C R M I Yeniden Dashboard ve Report'lar hedef C R Target C R Direnci ve C R C R
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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