Migrate from Advantage HITS to Salesforce Sales Cloud

Advantage HITS Contacts with no lifecycle stage or early-stage status map to Salesforce Lead. Contacts with a qualified lifecycle stage or active deal association map to Salesforce Contact attached to the corresponding Account. We compute the split rule during scoping based on the customer's business definition of a qualified prospect and preserve the original lifecycle stage in a custom field on both Lead and Contact for audit.

Advantage HITS Company records map directly to Salesforce Account. The company name becomes Account.Name (255 character limit) and is used as the dedupe key during import. We pre-create Accounts before any Contact import so that the AccountId Lookup relationship is satisfied at the moment of Contact insert.

Advantage HITS Deal records map to Salesforce Opportunity. The Deal name becomes Opportunity.Name (120 character limit), deal value maps to Amount (currency), and close date maps to CloseDate (date). Owner assignment resolves via the Owner-to-User mapping by email match. Pipeline stage name crosswalk is applied as a transform step before import.

Each Advantage HITS pipeline stage is a free-text name with no stable ID. We export the full pipeline definition (stage names, order, win/loss flags) separately from deal records and build a named crosswalk table. Each stage name maps to a Salesforce StageName value that we configure in the destination org's Sales Process before migration. Probability percentages migrate from the source stage definitions to Salesforce StageProbability on each Opportunity record.

If Advantage HITS has multiple deal pipelines, each maps to a Salesforce Opportunity Record Type with a corresponding Sales Process that whitelists the relevant stage values. Record Types control which Page Layout and Sales Process applies per line of business. Single-pipeline migrations use the default Opportunity Record Type.

Advantage HITS Owners map to Salesforce User records by email match. We extract every distinct owner referenced on Contact, Company, Deal, and Engagement records and cross-reference against the destination org's User table. Owners without a matching User enter a reconciliation queue for the customer's admin to provision before record import resumes.

Advantage HITS email engagements migrate to Salesforce EmailMessage records (content) linked to an Activity Task record (timeline entry). The WhoId on Task points to the converted Lead or Contact; WhatId points to the related Opportunity or Account. Subject and body migrate verbatim; HTML body migrates with inline images converted to ContentDocument references where supported.

Advantage HITS call engagements map to Salesforce Task with TaskSubtype = Call. Call duration and disposition migrate to native Salesforce Task fields where available, or to custom Task fields. Activity timeline ordering is preserved by setting ActivityDate to the original Advantage HITS timestamp.

Advantage HITS meeting engagements map to Salesforce Event. StartDateTime, EndDateTime, and Location migrate directly. Attendee records migrate to EventRelation entries pointing at the associated Lead, Contact, and User records.

Advantage HITS Notes migrate to Salesforce Note records linked via ContentDocumentLink to the parent record (Lead, Contact, Account, or Opportunity). Note body migrates as plain text with attachments preserved as separate ContentDocument records where the file can be resolved from the source URL.

Advantage HITS task engagements map to Salesforce Task with Status, Priority, Subject, and ActivityDate preserved. Task assignment migrates by resolving the Advantage HITS owner ID to Salesforce OwnerId via the User mapping table.

User-defined fields on Contacts, Companies, and Deals are enumerated from the Advantage HITS field metadata panel. We map their types (text, number, date, dropdown) to equivalent Salesforce field types. Picklist and multi-select values are migrated verbatim; any value without a matching picklist entry in Salesforce is flagged for the admin to resolve before the field goes live.

Tags applied to contacts, companies, or deals export as a comma-separated list per record. We expand these into individual tag assignments in Salesforce as either multi-select picklist field values (for a flat tag taxonomy) or Topic records with TopicAssignment links (for a hierarchical taxonomy). The customer chooses the strategy during scoping.

File attachments linked to records are downloaded using authenticated requests to the Advantage HITS session during extraction. Original filenames are preserved. Files are re-uploaded to Salesforce as ContentDocument records linked via ContentDocumentLink to the parent record. Attachments over 50 MB are flagged for manual handling to avoid session timeout during extraction. Source URLs that require an active session to resolve are flagged and resolved where possible during the extraction window.

Advantage HITS lifecycle stages export as enumerated picklist values. We map them to the Salesforce Lead Status picklist (for leads) and preserve the full original stage name in a custom field hs_original_lifecycle__c on both Lead and Contact for audit and reporting continuity.