CRM migration
Field-level mapping, validation, and rollback between Aidoo Mobile and Salesforce Sales Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Sales Cloud.
Aidoo Mobile
Source
Salesforce Sales Cloud
Destination
Compatibility
10 of 10
objects map 1:1 between Aidoo Mobile and Salesforce Sales Cloud.
Complexity
BStandard
Timeline
48–72 hours
Overview
Aidoo Mobile is a field-service-management platform built around work orders, technician dispatch, and asset tracking. Salesforce Sales Cloud is a CRM centered on accounts, contacts, opportunities, and — with Service Cloud enabled — cases and assets. The migration carries Aidoo Mobile data (companies, contacts, work orders, assets, service history) into Salesforce's Account-Contact-Case model with custom fields capturing Aidoo-specific values like technician names, service-route assignments, and status translations. Aidoo Mobile workflows and routing automations do not migrate — they must be rebuilt in Salesforce Flow or Salesforce Field Service. FlitStack AI uses read-access API pulls from Aidoo Mobile's endpoints, transforms field values (splitting Aidoo location strings into Salesforce address components, translating status pick-lists via value-mapping tables), and loads data into Salesforce via Bulk API or REST API depending on volume. A 24–48 hour delta-pickup window captures any records modified during cutover, and one-click rollback is available if reconciliation fails. The migration preserves original create dates, service history timestamps, and technician assignments so your Salesforce instance reflects the full operational picture from day one.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Aidoo Mobile object lands in Salesforce Sales Cloud, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Aidoo Mobile
Company
Salesforce Sales Cloud
Account
1:1Aidoo Mobile company records map to Salesforce Account. Name, website, phone, and industry map directly. Aidoo company hierarchies (parent/child) map to Account.ParentId. Multi-company associations on a single Aidoo contact collapse to one primary AccountId plus Account Contact Relationships in Salesforce.
Aidoo Mobile
Contact
Salesforce Sales Cloud
Contact
1:1Aidoo Mobile contact maps to Salesforce Contact with all standard fields (name, email, phone, title) mapping directly. Salesforce requires an AccountId on contacts — Aidoo contacts without a primary company attach to a default 'Unassigned Account' record. Email match resolves contact ownership against existing Salesforce users.
Aidoo Mobile
Work Order
Salesforce Sales Cloud
Case
1:1Aidoo Mobile work orders map to Salesforce Case. The Aidoo work-order number maps to Work_Order_Number__c (custom field). Case.Status does not match Aidoo statuses — AM_Status__c (custom pick-list) stores the original Aidoo status value while Case.Status uses Salesforce's native status values. Case.Priority maps from Aidoo priority via AM_Priority__c value mapping.
Aidoo Mobile
Work Order (status)
Salesforce Sales Cloud
AM_Status__c (Custom pick-list on Case)
1:1Aidoo Mobile work-order statuses (Assigned, In Progress, On Hold, Completed, Cancelled) map to a custom AM_Status__c pick-list on Case because Salesforce's native Case.Status pick-list values differ. We build a value-mapping table per Aidoo status and apply it during load. This preserves FSM-specific status history for reporting continuity while keeping Salesforce's native status available for routing logic.
Aidoo Mobile
Work Order (priority)
Salesforce Sales Cloud
AM_Priority__c (Custom pick-list on Case)
1:1Aidoo Mobile priority levels (Low, Medium, High, Critical) translate to a custom AM_Priority__c pick-list on Case. Standard Case.Priority is used independently for Salesforce routing. The original Aidoo priority is preserved for reporting continuity. Migrating teams can use AM_Priority__c in reports and dashboards to maintain historical priority visibility without affecting Salesforce's standard priority-based workflows.
Aidoo Mobile
Technician
Salesforce Sales Cloud
Technician_Name__c (Custom field on Case)
1:1Aidoo Mobile technicians are named entities with schedules and route assignments. Salesforce has no native technician object in Sales Cloud. We store the technician name as Technician_Name__c on each Case and the route assignment as Route_Assignment__c. Technicians are matched to Salesforce Users by email — unmatched technicians flagged for fallback owner assignment before migration.
Aidoo Mobile
Asset
Salesforce Sales Cloud
Asset
1:1Aidoo Mobile assets (equipment linked to companies) map directly to Salesforce Asset. Asset.AccountId links to the resolved Account record. SerialNumber, InstallDate, and Product2 reference map directly. InstallDate has no Salesforce native equivalent — stored as Asset_Install_Date__c on the Asset record. Asset custom fields migrate as Asset custom fields using __c suffix.
Aidoo Mobile
Work Order (scheduling)
Salesforce Sales Cloud
Event
1:1Aidoo Mobile scheduled start and end times for work orders map to Salesforce Event records. Event.Subject is set to 'Aidoo Work Order: [Work Order Number]'. Original start and end datetimes are preserved. Events are linked to the parent Case via WhatId.
Aidoo Mobile
Work Order (service notes)
Salesforce Sales Cloud
Task
1:1Service history notes and work-order completion notes from Aidoo Mobile migrate as Salesforce Task records. Task.Subject carries 'Work Order Note' and Task.Description preserves the full note text. Original timestamps and owner information are carried forward. Tasks link to the parent Case via WhatId.
Aidoo Mobile
Custom Fields
Salesforce Sales Cloud
Custom Fields (__c suffix)
1:1Aidoo Mobile custom fields on any object map to Salesforce custom fields using the __c API name suffix. Pick-list custom fields require value-by-value mapping if the pick-list values differ from Salesforce defaults. We deliver a custom-field creation manifest as part of the pre-migration schema plan.
| Aidoo Mobile | Salesforce Sales Cloud | Compatibility | |
|---|---|---|---|
| Company | Account1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Work Order | Case1:1 | Fully supported | |
| Work Order (status) | AM_Status__c (Custom pick-list on Case)1:1 | Fully supported | |
| Work Order (priority) | AM_Priority__c (Custom pick-list on Case)1:1 | Fully supported | |
| Technician | Technician_Name__c (Custom field on Case)1:1 | Fully supported | |
| Asset | Asset1:1 | Fully supported | |
| Work Order (scheduling) | Event1:1 | Fully supported | |
| Work Order (service notes) | Task1:1 | Fully supported | |
| Custom Fields | Custom Fields (__c suffix)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Aidoo Mobile gotchas
Aidoo Mobile has no publicly documented API
Pricing is not publicly published
Limited review corpus for data quality signals
Salesforce Sales Cloud gotchas
Workflow Rules and Process Builder are retired
Bulk API batch quota exhaustion during large imports
Storage overage billing is non-obvious
Account-Contact many-to-many relationship mapping
Territory and team member import ordering dependencies
Pair-specific challenges
Migration approach
Schema discovery and Salesforce custom field creation
FlitStack AI begins every migration with a discovery phase that inventories all Aidoo Mobile objects, standard fields, and custom fields in use. We deliver a Salesforce custom-field creation manifest specifying every __c field, pick-list value set, and data type needed in Salesforce before data arrives. Your Salesforce admin (or our team) creates these fields in a sandbox first. We recommend completing schema setup 3–5 business days before the migration run so validation can begin without time pressure.
Data extraction, cleansing, and owner resolution
FlitStack AI pulls the full Aidoo Mobile dataset via read-access API — companies, contacts, work orders, assets, and custom field data. We normalize phone number formats, split address strings into Salesforce components, and run email-based owner resolution against your Salesforce User list. Any contacts without a primary company in Aidoo Mobile attach to a designated 'Unassigned Account'. Technicians not matched to a Salesforce User are flagged with a fallback owner for your review before load.
Sample migration with field-level diff
A representative slice of 200–500 records migrates first — covering accounts, contacts, work orders, assets, and activity history. We generate a field-level diff comparing source values against Salesforce field values so you can verify status mapping, technician name resolution, address splitting, and date preservation before the full run commits. Sample migration findings are reviewed in a sync call; any mapping adjustments are applied before the full migration begins.
Full migration run with delta-pickup and audit log
The full dataset loads into Salesforce. All operations are captured in an audit log — record counts per object, field values written, and any errors encountered. During the 24–48 hour delta-pickup window, any records created or modified in Aidoo Mobile after the initial extraction are captured and loaded into Salesforce. One-click rollback reverts all migrated records if post-migration reconciliation reveals data quality issues that cannot be resolved by remapping.
Platform deep dives
Aidoo Mobile
Source
Strengths
Weaknesses
Salesforce Sales Cloud
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a manual workaround.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Aidoo Mobile and Salesforce Sales Cloud.
Object compatibility
1 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Aidoo Mobile: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.
Data volume sensitivity
Aidoo Mobile doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Aidoo Mobile to Salesforce Sales Cloud migration scoping. Not seeing yours? Book a call.
Walk through your Aidoo Mobile to Salesforce Sales Cloud migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Aidoo Mobile
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