Salesforce migration services

Q: What CRM systems can be migrated to Salesforce?

You can migrate to Salesforce from almost any CRM, as long as you can access the data and map it correctly. Common sources include Microsoft Dynamics 365, SAP CRM, HubSpot, Acumatica, and Odoo. But it is not limited to well-known platforms. Many companies also migrate from spreadsheets, databases, or even custom-built systems that have grown over time. Salesforce gives you flexible tools like Data Loader and org-to-org migration to handle different scenarios. So the idea is simple. If you can get the data out and shape it to fit Salesforce, you can move it.

Q: How much time does it take to migrate data to Salesforce?

There’s no single answer, because loading the data is only a small part of the process. The timeline depends on things like data quality, duplicates, field mapping, custom objects, and how your records are connected. Integrations also add time. In most cases, the real effort is in preparation. Cleaning the data, testing in a sandbox, fixing errors, and making sure everything works together. That’s what usually takes the most time, not the actual import.

Q: How long does a typical Salesforce migration process take?

A Salesforce migration can take a few weeks or several months. It depends on how complex your setup is. Clean data and one source mean a faster process. Multiple systems, messy data, and custom logic take more time. It’s not just moving data. It’s cleaning it, organizing it, and sometimes redesigning workflows. The goal is a system that works well and is easy for your team to use.

Q: Do you provide post-migration support and training?

Yes. Post-migration support and training are always part of the package. At SaM Solutions, the work doesn’t stop once the system goes live. You get hands-on user training, clear documentation, and change management support so your team actually feels confident using the new system. On the technical side, support includes system monitoring, preventive maintenance, release management, and ongoing improvements. In other words, the platform is continuously looked after and fine-tuned as your business evolves. Because in reality, a migration only delivers value if people adopt it. And that’s exactly what this stage is designed to ensure.

Q: What happens to my existing data in Salesforce during the migration?

Your data is treated with care throughout the migration. It is not just moved without checks. First, the data is reviewed. Outdated records, duplicates, and errors are identified. You decide what to keep, fix, or remove. Before going live, everything is tested in a safe environment. The data is checked to make sure nothing is lost or duplicated. Backups are created, and nothing is overwritten without approval. In the end, your data is not only moved. It is cleaned and organized, so your new Salesforce system starts with clear and reliable information.

At SaM Solutions, we approach migration as part of a broader customer experience and engineering strategy. Because in reality, successful Salesforce initiatives depend on far more than CRM expertise. They require architecture, integrations, data engineering, UX, QA, and long-term support working in sync.

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Benefits of Salesforce migration services

A well-executed migration doesn’t just move data — it fixes what was slowing your business down.

With the right Salesforce migration services provider, you gain:

A clean, structured data model instead of fragmented records

Reliable reporting and analytics you can actually trust

Stronger security and compliance posture

A foundation for automation, AI, and personalization

Salesforce migration services we provide

Migration assessment and CRM audit

Our Salesforce migration company begins with discovery, stakeholder interviews, workflow analysis, and a close look at the current systems, data structures, automations, and dependencies. It reduces project risk and aligns the solution with strategic business goals.

Data extraction and mapping

We shape data for the target org. Our team maps existing fields to Salesforce fields, generating structured export files, determining load order, and cleaning and deduplicating as much as possible before loading.

Legacy CRM, org-to-org, and Lightning migrations

We support legacy CRM → Salesforce transitions, org consolidation across multiple business units, Salesforce org-to-org migrations, and modernization from Classic to Lightning.

Across Salesforce ecosystems — including Sales, Service, Marketing, Commerce, and Experience Cloud — we ensure continuity without compromising performance or data integrity.

Integration, security, and post-launch stabilization

Migration without integration creates a new silo. We connect Salesforce with ERP, accounting, marketing automation, payment, and call center systems through REST and SOAP APIs, MuleSoft, Heroku Connect, and custom middleware. On the security side, we follow field-level security, MFA, TLS, backup strategies, audit trails, Salesforce Shield Platform Encryption, and compliance considerations such as GDPR, HIPAA, and CCPA.

Salesforce migration process we follow

1. Discovery and data profiling

The first phase is understanding the source truth before making target decisions. We profile data during project planning to understand quality, abandoned fields, archival candidates, optimization opportunities, and data model constraints.

2. Target model and migration design

Next comes target architecture, field mapping, object hierarchy, validation rules, security, and loading strategy. We decide what belongs in Salesforce, mapping fields carefully, and loading parent objects before child objects to avoid locking and relationship issues.

3. Sandbox rehearsal and validation

For migrations with real business impact, rehearsal is not optional. We recommend using a full-copy sandbox to test data and load configurations because this exposes duplicate records, locking issues, and source-data problems before production cutover.

4. Production cutover and phased rollout

When go-live arrives, the focus is on controlled loading, validation, and a rollout model that reduces disruption. We match criteria, error-log review, and live-data checks after each load.

5. Support and adoption

A migration is only successful when users trust the new workflows. We offer training materials, change management, post-launch monitoring, preventive maintenance, and enhancement planning. That matters because Salesforce itself treats implementation as an ongoing data-management discipline, not a one-time upload.

Salesforce products we work with

Sales Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Community/Experience Cloud

Salesforce Platform

CPQ and Revenue Cloud

Nonprofit Cloud, Health Cloud, and other industry clouds

Challenges Salesforce data migration solves

Most companies don’t plan a migration because they want to. They do it because the current system starts holding them back.

Common signals include:

Customer data is scattered across multiple systems

Duplicate and inconsistent records

Limited visibility into operations

Weak access control and compliance risks

Reporting that no longer reflects reality

Migration is the moment to fix these issues — not carry them forward.

Contact SaM Solutions today to stop the current system from holding you back.

Let’s talk!

Cooperation models

Full outsourcing

Full project outsourcing works best when you want one partner to own everything from discovery to post-launch support. We think of this model as end-to-end accountability with regular progress updates and a single delivery partner handling management, engineering, and quality assurance. It is especially suitable for clearly defined migrations where internal teams want visibility, but not day-to-day execution overhead.

Dedicated team

A dedicated team is a strong option for long-running programs, org consolidation, or migration-plus-optimization roadmaps. You can assemble and onboard such teams very quickly. They work exclusively on the client’s project, scale up or down as needed. It gives the client direct control over the roadmap and backlog without operational burden. That makes this model especially attractive when Salesforce migration services are only one phase of a wider CX transformation.

Staff augmentation

Staff augmentation is usually the best fit when the core roadmap stays under your management. They can fill gaps in architecture, administration, development, QA, or integration work. This model is a fast way to access specialized talent. It also increases flexibility and accelerates delivery without the long lead time of permanent hiring.

Why choose SaM Solutions?

With SaM Solutions, you get:

30+ years of delivery experience across complex systems

There’s a difference between following a migration checklist and knowing what can go wrong before it happens. Decades of experience mean we’ve seen edge cases, legacy constraints, and unexpected dependencies — and we know how to handle them without slowing your business down. That experience translates into calmer projects, fewer surprises, and more confident decisions.

End-to-end engineering capabilities — from backend to UX

Salesforce rarely lives in isolation. It touches customer portals, internal tools, integrations, and user journeys. Our teams work across the full stack. From architecture and data to the interfaces your teams use every day. You get fewer handoffs and clearer communication. The system feels cohesive rather than stitched together.

Proven expertise across CRM, ERP, ecommerce, and cloud ecosystems

Migration becomes much easier when you understand how systems connect beyond Salesforce. Whether it’s ERP platforms, ecommerce solutions, or cloud infrastructure, we design integrations that are stable, scalable, and built for real-world operations — not just technical correctness.

A team that understands both technology and business impact

At the end of the day, migration success isn’t measured in records moved — it’s measured in outcomes. Faster processes. Better visibility. Teams that trust their tools. We keep that focus throughout the project, making sure every technical decision supports your business goals, not just system requirements.

A partner that stays involved after go-live

The real value of Salesforce starts after the migration is complete. We continue to support, optimize, and evolve your system as your needs change — helping you get more out of the platform over time, not just on day one.

Transparent processes and clear communication

You always know what’s happening and why. We keep communication simple, direct, and honest throughout the project. No black boxes, no surprises. Just clear updates, realistic timelines, and decisions you can trust.

Hear from the experts

Salesforce migration isn’t just about moving data from one system to another. It’s a chance to clean things up, fix what’s been slowing you down, and set up a system that actually supports your growth.

With the right partner, you can organize your data, simplify your processes, and end up with a system your team feels comfortable using every day.

Salesforce migration team

at SaM Solutions

Case studies

CRM B2B

CRM and Portal Modernization for Improved Performance and UX

Umbraco Portal Real_estate

Corporate Website on Umbraco Optimized for 6X Faster Loading Speed

SAPCX B2C RETAIL

SAP Customer Experience implementation at a major kids’ toys and clothing retail store

View more cases

Our clients say

Michael Hofer, CEO of 1stQuad, talks about the long-term partnership with SaM Solutions

Watch the video (1:19)

“SaM Solutions has provided highly trained staff, and kept awareness of their performance in the project collaborating closely with the EPO’s project management. SaM Solutions has had capacity to adapt to the challenges of the project, providing timely deliverables even in extreme situations where deliverables and requirements had not been properly defined or missing. SaM Solutions has proven wide experience in the variety of products and environments needed to fulfill their work.”

Angel Figueroa

, Secure Products Program Manager

, European Patent Office

“The experience has been similar to working with an onshore team, but at a fraction of the cost. A stable team, development expertise, and a solid understanding of the American mortgage industry, contribute to a successful product which has thousands of business users monthly.”

Michael Ousley

, President at Direct Valuation Solutions

, Inc.

“In addition to just C++ programming, we needed architectural and design skills. As a result, the big picture became much clearer then, and developers were empowered to suggest their own solutions for problems and to provide concepts of their own. To achieve this major milestone, SaM Solutions supported Lexware’s team with very good project management, continuous reviews, lots of direct communications, speedy clarification of open issues, and at the same time continued to deliver high quality results.”

Maik Kledowetz

, Head of Development

“Success starts with people. When tasked with executing a multi-year technology modernization roadmap, you need great partners and elite talent. Courtware is fortunate to be working daily with the elite technical resources from Arke and SaM Solutions.

Over the past year, we have been able to collectively build one of the strongest and highest performing development teams I have worked with in my career. I am proud to work side-by-side each day with these team members and partner organizations and cannot wait to release new JusticeONE ® products together throughout 2021!”

Jason Norton

, CIO Courtware Solutions

FAQ

What is Salesforce data migration?

Salesforce data migration is simply moving your data into Salesforce and making sure it ends up in the right place and works properly. The data can come from anywhere — another Salesforce org, an old CRM, or even spreadsheets. But it’s not just about moving it. It’s about cleaning it up, organizing it, and making sure it’s accurate and ready to use.

What CRM systems can be migrated to Salesforce?

How much time does it take to migrate data to Salesforce?

How long does a typical Salesforce migration process take?

Do you provide post-migration support and training?

What happens to my existing data in Salesforce during the migration?

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