Seamless CRM to Salesforce Migration

₹100-400 INR / hour

Closed

Posted 7 days ago

₹100-400 INR / hour

I need to move the entire history of our legacy CRM into Salesforce and have every record land exactly where it belongs. The data set covers core customer information plus related sales and support activity, so the migration must respect all relationships, attachments, and time stamps. A standard out-of-the-box org will not be enough for us; I will require several custom fields to mirror unique data points that exist today. Those fields must be created in Salesforce before or during the import, mapped correctly, and visible in the appropriate page layouts. Here is how I picture the engagement: • Audit & field mapping – review current exports, confirm objects, design the mapping sheet, identify the custom fields to be built. • Salesforce configuration – create the agreed custom fields, adjust page layouts, and prepare a clean sandbox or production org for import. • Data migration – use Data Loader, Data Import Wizard, or an equivalent ETL tool to bring across customers, related opportunities, activities, and support records in the right order to preserve lookups. • Validation & clean-up – spot check critical records, run duplicate rules, and provide a summary report showing record counts before and after. • Handover – short walkthrough (video call or recorded demo) so my team understands the new field structure and can verify everything. Acceptance is straightforward: record counts match the source, relationships remain intact, and the new custom fields populate correctly without duplications. Once those checks pass, the job is done.

Salesforce App Development

Sharepoint

Project ID: 40714093

About the project

9 proposals

Remote project

Active 2 days ago

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9 freelancers are bidding on average ₹364 INR/hour for this job

@techmadigital

Hi, I can move your legacy CRM history into Salesforce so every customer, opportunity, activity, and support record lands in the right place with relationships and timestamps intact. I will audit your exports, design the mapping sheet, build the custom fields you need, and adjust page layouts before import. Using Data Loader or an equivalent ETL tool, I will load records in the correct order to preserve lookups, then run duplicate rules and spot checks. You receive a before and after record count summary plus a short handover walkthrough. I have verified experience in full stack applications, CRM systems, Thanks, Nikhil Preferred & Verified Freelancer | 5 Star Rating | 100% Project Completion

₹340 INR in 40 days

5.0

(1 review)

1.5

@manishashree12

Hello there, I understand the importance of a seamless CRM to Salesforce migration and the need to maintain all relationships, attachments, and timestamps. My approach would involve auditing and field mapping, configuring Salesforce with custom fields, executing data migration with precision, validating records, and providing a detailed handover to ensure a smooth transition for your team. My expertise in CRM, Salesforce, data migration, and custom field creation positions me well to handle this project effectively. Would you be available for a quick chat to discuss your migration requirements further? Thanks, Manisha

₹250 INR in 40 days

5.0

(1 review)

1.4

@AndrewT131

I can help bring your idea to life with a clean, modern, and user-friendly design. I focus on creating professional interfaces that are simple, intuitive, and easy to navigate. I recently helped a client achieve a similar goal by improving their platform’s design, usability, and overall user experience. My expertise includes UI/UX design, web development, responsive design, and seamless digital experiences. In addition, I have experience in CRM data migrations, including mapping, configuring custom fields, and ensuring data integrity. I understand the importance of preserving relationships and maintaining accurate record counts during the migration process. Even if you decide not to work with me, I’m happy to offer a free consultation and share a few ideas that could help improve your project. Regards, AndrewT131 I have done similar work: Immersive Game Development

₹200 INR in 7 days

0.0

(0 reviews)

0.0

@jothirajgp

Hi, I am Jothiraj, Salesforce Administrator and Developer (Apex, Lightning, Flows, SOQL, REST integrations). I also have SharePoint admin/developer background, which helps when the source CRM data sits in Microsoft tools. For this CRM to Salesforce migration I will: 1. Map source fields to Salesforce objects 2. Clean and dedupe data before import 3. Import with Data Loader / wizard and validate record counts 4. Set page layouts, validation, and basic Flows so the team can work on day one 5. Hand over a mapping sheet and test checklist I work hourly so we only bill for actual migration and validation time. Please share which CRM you are moving from (and approximate record volume) and I can confirm the first milestone. I can start with a short discovery call. Thanks, Jothiraj

₹120 INR in 14 days