Migration · Salesforce
Move to Salesforce without dragging the mess along
We clean, map and migrate your data in waves so Salesforce starts organized from day one, connected to SAP and ready for AI.
Salesforce
Data 360
Agentforce
Slack
SAP
MuleSoftThe method
From the old system to Salesforce
We migrate in waves, validating every load with your team before moving on.
What we cover
Everything a migration needs
One team from start to finish, also after go-live.
- 1Target data model
- 2Cleanup and deduplication
- 3Historical data migration
- 4Integrations with SAP and your ERP
- 5Users, roles and permissions
- 6Training and evolutive support
Where from
Wherever your CRM comes from
The method is the same, only the mapping changes.
Another CRM
Accounts, contacts, opportunities and history.
Spreadsheets
Scattered databases turned into clean data.
Custom system
Extraction and transformation from your database.
SAP customers
Master data synced with Salesforce.
Lists and campaigns
Consents and audiences migrated.
Ready for Agentforce
Organized data from day one.
Why Discovery Partners
Migrating is the chance to start organized.
Tell us where you're coming from and we'll give you a wave-based migration plan, clear and with no surprises.
Talk to a consultant
Tell us which CRM you're coming from
We review what can be migrated and what is better left behind.
Frequently asked questions
Salesforce migration: frequently asked questions
Short answers to what comes up in almost every first call.
Can we migrate without losing history?
Yes, and it's worth defining from the start which history comes in. Bringing everything without criteria is usually worse than bringing what matters.
How long does it take?
It depends on the volume, the state of the data and how many integrations are involved. We define it in the written scope.
Can you migrate from one Salesforce org to another?
Yes, it's a common case in mergers and corporate reorganizations.
What about the ERP integration?
We handle it from the start, not at the end. See SAP and Salesforce integration.
And who supports the org after migrating?
We do, if you need it. See Salesforce support.
How do we start?
Message us on WhatsApp or through the form and we'll review what can be migrated and what is better left behind.
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