Migrate from Best Case Bankruptcy to Salesforce Sales Cloud

Best Case debtor records map directly to Salesforce Contacts. Debtor name, address, SSN (stored as encrypted custom field), date of birth, and contact information migrate as Contact fields. Original create date preserved as custom datetime for continuity. During mapping, we also migrate any custom debtor flags (e.g., VIP, repeat filer) as a Contact custom field to preserve case‑specific context.

Business entities filed in Chapter 11, 9, or 12 cases map to Salesforce Accounts. Company name, EIN, address, and business type migrate as standard Account fields. Parent-subsidiary relationships in Best Case map to Account.ParentId. We also transfer any industry classification codes and primary contact roles as custom fields on the Account to support reporting by business segment.

Bankruptcy cases have no Salesforce Sales Cloud equivalent — we create a Case__c custom object with fields for case number, chapter type (Chapter_7__c, Chapter_13__c picklist), filing date, discharge date, trustee name, and case status. Links to Contact (debtor) and Account (business debtor) via lookup fields.

Best Case creditor records merge into Salesforce Accounts. Creditor name, address, claim amount, and claim status map to Account fields. We add a Creditor_Type__c custom field to distinguish secured, unsecured, and priority creditors. Multiple creditors per case tracked via Case__c lookup.

Schedule D secured debt records migrate as a custom Schedule_D__c object linked to Case__c and the creditor Account. Fields include debt_description, collateral_description, estimated_value, and claim_amount. Preserves original schedule line numbering for audit continuity. If Best Case stores multiple collateral items per debt line, each collateral entry is represented as a separate Detail__c record linked to the Schedule_D__c parent, ensuring granular reporting.

Unsecured and priority claims migrate as Schedule_EF__c linked to Case__c and the creditor Account. Includes priority_status, trade_creditor_name, and claim_amount fields. Priority versus general unsecured classification preserved as a picklist value. We also map any penalty interest rates and repayment terms as optional text fields on Schedule_EF__c, allowing attorneys to view complete debt terms without leaving the case record.

Exemption values from Best Case's analyzer migrate to a custom Exemption__c object linked to Case__c. Each exemption line (homestead, vehicle, retirement, etc.) becomes a record with exemption_type, description, and claimed_value. IRS Census Bureau reference data preserved as a text field.

Best Case attorney and staff records resolve by email match to existing Salesforce Users. If users do not exist in Salesforce, we flag them for firm admin to create accounts before migration or assign records to a fallback owner. Owner lookup on Case__c uses Salesforce UserId.

Best Case task items and court calendar events migrate to Salesforce Tasks and Events. Court dates, trustee meeting dates, and filing deadlines preserve original start/end times. Owner resolved by attorney email match. Associated with Case__c record. Recurring deadlines such as monthly trustee payments are translated into Salesforce Events with recurrence patterns, keeping the calendar view consistent with the original Best Case schedule.

Petitions, schedules, court orders, and correspondence attachments in Best Case migrate as Salesforce Files. Linked to the relevant Case__c record. Files download from Best Case and re-upload to Salesforce. 25MB per-file limit enforced; oversized documents split or linked externally. We retain the original file naming convention and folder path as metadata on the ContentDocument, enabling attorneys to search by original Best Case folder structure.