CRM migration

Migrate from Aidoo Mobile to Salesforce Sales Cloud

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 logo

Aidoo Mobile

Source

Salesforce Sales Cloud

Destination

Salesforce Sales Cloud logo

Compatibility

100%

10 of 10

objects map 1:1 between Aidoo Mobile and Salesforce Sales Cloud.

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Aidoo Mobile logo

Aidoo Mobile

What's pushing teams away

  • Low overall review volume and 3.5/5 average rating signal a thinner support community than Jobber, Housecall Pro, or ServiceTitan.
  • Ranks 295th of 351 field service systems on ITQlick — suggesting the product has fallen behind on feature pace versus market leaders.
  • No published API documentation visible on the vendor site; custom integrations require sales engagement.
  • Pricing is quote-based — actual rates are not transparent and require contacting sales.
  • Smaller integration ecosystem than ServiceTitan or Salesforce Field Service, limiting fit for businesses with complex back-office stacks.

Choosing

Salesforce Sales Cloud logo

Salesforce Sales Cloud

What's pulling them in

  • The AppExchange marketplace with 5,000+ prebuilt apps gives enterprises integrations for nearly every business workflow without custom development.
  • Native Einstein AI for lead scoring, opportunity insights, and predictive forecasting adds intelligence without a separate platform purchase.
  • Territory management, multi-currency support, and advanced forecasting satisfy the needs of complex B2B sales organizations with structured revenue teams.
  • Slack, Tableau, and CPQ are deeply integrated into the core platform, keeping the sales stack unified for teams already in the Salesforce ecosystem.
  • Organizations with a large, established Salesforce implementation choose it because switching costs — integrations, custom code, trained admins — are prohibitive.

Object mapping

How Aidoo Mobile objects map to Salesforce Sales Cloud

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

maps to

Salesforce Sales Cloud

Account

1:1
Fully supported

Aidoo 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

maps to

Salesforce Sales Cloud

Contact

1:1
Fully supported

Aidoo 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

maps to

Salesforce Sales Cloud

Case

1:1
Fully supported

Aidoo 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)

maps to

Salesforce Sales Cloud

AM_Status__c (Custom pick-list on Case)

1:1
Fully supported

Aidoo 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)

maps to

Salesforce Sales Cloud

AM_Priority__c (Custom pick-list on Case)

1:1
Fully supported

Aidoo 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

maps to

Salesforce Sales Cloud

Technician_Name__c (Custom field on Case)

1:1
Fully supported

Aidoo 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

maps to

Salesforce Sales Cloud

Asset

1:1
Fully supported

Aidoo 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)

maps to

Salesforce Sales Cloud

Event

1:1
Fully supported

Aidoo 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)

maps to

Salesforce Sales Cloud

Task

1:1
Fully supported

Service 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

maps to

Salesforce Sales Cloud

Custom Fields (__c suffix)

1:1
Fully supported

Aidoo 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.

Gotchas + challenges

What specifically takes care here

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 logo

Aidoo Mobile gotchas

High

Aidoo Mobile has no publicly documented API

Medium

Pricing is not publicly published

Low

Limited review corpus for data quality signals

Salesforce Sales Cloud logo

Salesforce Sales Cloud gotchas

High

Workflow Rules and Process Builder are retired

High

Bulk API batch quota exhaustion during large imports

Medium

Storage overage billing is non-obvious

Medium

Account-Contact many-to-many relationship mapping

Low

Territory and team member import ordering dependencies

Pair-specific challenges

  • Aidoo Mobile work-order statuses have no native Salesforce equivalent

    Aidoo Mobile uses field-service-specific work-order statuses such as Assigned, In Progress, On Hold, and Completed. Salesforce's native Case.Status pick-list uses New, Working, Escalated, and Closed — these values do not align with an FSM lifecycle. FlitStack AI creates a custom AM_Status__c pick-list on the Case object and builds a value-mapping table that translates each Aidoo Mobile status to its Salesforce custom field counterpart. The standard Case.Status field is available for Salesforce-native routing and escalation logic independent of the migrated Aidoo values. Teams must decide whether to display the custom AM_Status__c field on the case page layout or use it purely for reporting continuity.

  • Technician records resolve to text fields, not Salesforce User lookups

    Aidoo Mobile stores technician information as named entities linked to work orders. Salesforce Sales Cloud has no native technician object — Service Cloud uses Skills, Service Resources, and Shifts with Field Service Lightning, but those are not available in a base Sales Cloud org. FlitStack AI migrates the technician name as Technician_Name__c on each Case and the route assignment as Route_Assignment__c. If technicians should become Salesforce Users (enabling Salesforce-native assignment), your team must create Salesforce User records for each technician before migration and FlitStack AI will match by email. Unmatched technicians receive a fallback owner assignment and are surfaced in the pre-migration report.

  • Aidoo Mobile custom fields multiply schema complexity in Salesforce

    Aidoo Mobile supports custom fields on companies, contacts, work orders, and assets. Each Aidoo Mobile custom field maps to a Salesforce custom field using the __c API name suffix. If Aidoo Mobile custom fields use pick-list types, Salesforce custom pick-lists require the same value-by-value mapping approach as the native status and priority fields. We deliver a custom-field creation manifest as part of the pre-migration schema plan, but Salesforce field limits (max 500 custom fields per object) must be respected. Teams with more than 100 custom fields on a single Aidoo Mobile object should audit which fields are actively used before migration to avoid hitting Salesforce limits.

  • Aidoo Mobile address data requires field splitting before Salesforce load

    Aidoo Mobile stores location data as a single unstructured text field per work order or account. Salesforce Account and Case use structured address components (Street, City, State, PostalCode, Country). FlitStack AI splits the Aidoo Mobile location string using comma and whitespace delimiters, with manual QA review for records where the address structure is ambiguous. Inconsistent address formats (abbreviations, missing city or state) are flagged in the sample migration report. Teams should review the address-splitting logic on a sample of 50–100 records before the full migration commits.

  • Aidoo Mobile workflows, routing rules, and scheduling automations do not migrate

    Aidoo Mobile stores routing logic, technician dispatch rules, and scheduling automations as platform-specific configurations. These are not stored as data records and cannot be extracted via API. Salesforce Field Service or Salesforce Flow must be used to rebuild this logic. FlitStack AI can export the Aidoo Mobile workflow definitions as a text reference document your Salesforce admin or implementation partner can use to reconstruct routing and dispatch logic in Salesforce Field Service Lightning. This is a manual rebuild effort and should be scoped separately from the data migration budget.

Migration approach

Six steps for a successful Aidoo Mobile to Salesforce Sales Cloud data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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

Context on both ends of the pair

Aidoo Mobile logo

Aidoo Mobile

Source

Strengths

  • Mobile-first technician experience with voice calling and clean UI.
  • Lower price point than enterprise FSM platforms.
  • Three-tier plan structure provides a defined upgrade path.
  • Core FSM features (dispatch, GPS, work orders, e-signature, inventory) are covered.
  • Implementation timelines (2–6 weeks per ITQlick) are shorter than enterprise FSM rollouts.

Weaknesses

  • Thin review base (3.5/5 average) compared to mainstream FSM platforms.
  • Ranked 295 of 351 FSM products by ITQlick — suggests feature pace lag.
  • No publicly documented API or integration directory.
  • Quote-only pricing for all tiers, no transparent rate card.
  • Limited integration ecosystem versus ServiceTitan, Salesforce Field Service, or Jobber.
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Destination

Strengths

  • Largest enterprise app ecosystem in CRM with 5,000+ AppExchange integrations covering nearly every vertical workflow.
  • Native Einstein AI delivers lead scoring, opportunity insights, and predictive forecasting without a third-party layer.
  • Advanced territory management, multi-currency, and flexible forecasting satisfy complex B2B revenue structures.
  • Deep platform extensibility: Custom Objects, Apex, Flow, and the Metadata API allow full schema customization.
  • Well-documented REST API, Bulk API, and Composite API with published rate limits for programmatic migration.

Weaknesses

  • Pricing model is layered and opaque in practice: per-seat fees plus storage overages, add-on subscriptions, and annual uplifts compound to 30–40% above sticker price.
  • Workflow Rules and Process Builder are deprecated, forcing all orgs onto Salesforce Flow — a migration task that catches many teams by surprise.
  • Steep administrative complexity: meaningful configuration requires a dedicated Salesforce admin or consultant.
  • API rate limits are edition-gated (100k/day base for Enterprise) and easily exhausted by large historical imports without throttling.
  • Data export is exportable via Data Loader but preserving relationship integrity across 30+ objects requires careful ETL sequencing.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a manual workaround.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Aidoo Mobile and Salesforce Sales Cloud.

  • Object compatibility

    B

    1 of 8 objects need a manual workaround.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Aidoo Mobile: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.

  • Data volume sensitivity

    B

    Aidoo Mobile doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Aidoo Mobile to Salesforce Sales Cloud migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Aidoo Mobile to Salesforce Sales Cloud data migrations

Answers to the questions buyers ask most during Aidoo Mobile to Salesforce Sales Cloud migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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 consultation

Most Aidoo Mobile to Salesforce Sales Cloud migrations run 48–72 hours of clock time for under 25,000 records. Larger migrations with 200,000+ records or complex custom field counts extend to 5–10 days. The longest single step is typically the custom-field creation and pick-list value mapping in Salesforce before the first data load. FlitStack AI sequences the migration so Salesforce schema is ready before any data moves.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Aidoo Mobile.
Land in Salesforce Sales Cloud, intact.

Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.

Accuracy guarantee Rollback included Quote in 1 business day