CRM migration
Field-level mapping, validation, and rollback between BoomTown and Salesforce Sales Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Sales Cloud.
BoomTown
Source
Salesforce Sales Cloud
Destination
Compatibility
9 of 10
objects map 1:1 between BoomTown and Salesforce Sales Cloud.
Complexity
BStandard
Timeline
48–72 hours
Overview
BoomTown structures its CRM around a flat contact-centric model: leads, drip-campaign membership, predictive scores, and transactions live in a single object space without the Account/Contact split that Salesforce enforces. When migrating to Salesforce Sales Cloud, BoomTown contacts map to both Account and Contact records, requiring the Account to exist before Contact creation and requiring a decision about primary brokerage assignment. BoomTown's predictive lead-score values become a custom Number field on the Salesforce Lead object. Drip-campaign enrollment history transfers as Campaign Member records, giving your Salesforce admin the raw material to rebuild outreach sequences in Salesforce Sales Engagement or Marketing Cloud. Transaction records map to Opportunities with the real-estate-specific StageName values preserved. We handle BoomTown's API v2 endpoints to extract full contact and activity histories, map those into Salesforce Bulk API format, and run field-level validation before committing the full dataset. Workflows, automations, and IDX website configurations do not transfer — those require Salesforce-native rebuilding using Flow, Web-to-Lead, and Experience Cloud.
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 BoomTown 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.
BoomTown
Lead / Contact (combined)
Salesforce Sales Cloud
Lead + Contact + Account
many:1BoomTown does not separate person from organization — the company field on a BoomTown contact holds the brokerage name. FlitStack creates a Salesforce Account for each unique company value first, then creates a Contact linked via AccountId. If the BoomTown record is a pure prospect without a brokerage, it lands as a Salesforce Lead.
BoomTown
BoomTown Predictive Score
Salesforce Sales Cloud
Lead_Score__c (custom Number field on Lead)
1:1BoomTown's behavioral predictive score is a numeric property on each contact record with no Salesforce native equivalent. We create Lead_Score__c on the Lead object and populate it from BoomTown's score field. For converted contacts, we also create Contact_Score__c on the Contact object for reporting parity.
BoomTown
Drip Campaign Enrollment
Salesforce Sales Cloud
Campaign + Campaign Member
1:1BoomTown drip campaigns are sequences tied to lead status. The enrollment record — which campaign, when enrolled, current step — migrates as a Salesforce Campaign Member record. The sequence logic itself (step order, delay rules, content triggers) cannot migrate and must be rebuilt in Salesforce Sales Engagement or Flow using the exported campaign structure as a reference document.
BoomTown
Transaction
Salesforce Sales Cloud
Opportunity
1:1BoomTown transactions (real estate deals) map directly to Salesforce Opportunities. The pipeline name in BoomTown becomes a Salesforce Sales Process keyed by Opportunity RecordTypeId. Transaction stages (Prospecting, Showing, Under Contract, Closed) map value-by-value to Salesforce Opportunity StageName values defined per Record Type.
BoomTown
Transaction Stage
Salesforce Sales Cloud
Opportunity StageName
1:1Stage names from BoomTown transactions map to Salesforce StageName pick-list values per Opportunity Record Type. Each BoomTown pipeline requires a corresponding Salesforce Sales Process and Record Type so that stage pick-list values are scoped correctly and probability weights can be set per stage.
BoomTown
Activity: Call, Email, Note
Salesforce Sales Cloud
Task + Event + Note
1:1BoomTown call logs map to Salesforce Tasks with Task.Type='Call'. BoomTown email activities map to Tasks with Task.Type='Email'. BoomTown meeting records map to Salesforce Events with start/end times preserved. All original timestamps and owner assignments carry over via OwnerId email-match resolution.
BoomTown
Document / Attachment
Salesforce Sales Cloud
Salesforce Files (ContentDocument / ContentVersion)
1:1BoomTown file attachments on contacts or transactions are downloaded and re-uploaded as Salesforce Files. File size limits apply — Salesforce Files default to 25MB per file. Inline images embedded in BoomTown notes are extracted and stored as Salesforce Files linked to the parent record.
BoomTown
BoomTown Owner / User
Salesforce Sales Cloud
User (matched by email)
1:1BoomTown users are matched to Salesforce users by email address. Unmatched owners (agents no longer active in the destination org) are flagged before migration and assigned to a designated fallback owner. This prevents records from landing without a valid OwnerId — a required field for most Salesforce objects.
BoomTown
BoomTown Custom Fields
Salesforce Sales Cloud
Custom fields on respective Salesforce objects (suffix __c)
1:1BoomTown custom properties on contacts, transactions, and companies create corresponding custom fields on their Salesforce target objects. Field type mapping handles text-to-text, number-to-number, date-to-date. Picklist custom properties in BoomTown become Salesforce picklist fields with values preserved. Boolean fields map to Salesforce checkboxes. Currency properties transfer as currency fields with proper decimal handling.
BoomTown
Lead Source / Attribution
Salesforce Sales Cloud
LeadSource on Lead + Campaign Member Status
1:1BoomTown's lead source tracking (Google Ads, Referral, Website, etc.) migrates to the Salesforce Lead.LeadSource picklist. Campaign-attributed leads preserve the Campaign ID and Campaign Member enrollment date for attribution reporting in Salesforce. For leads without a specific source, the field defaults to 'Other' to maintain data integrity and ensure all records have a valid picklist value in Salesforce.
| BoomTown | Salesforce Sales Cloud | Compatibility | |
|---|---|---|---|
| Lead / Contact (combined) | Lead + Contact + Accountmany:1 | Fully supported | |
| BoomTown Predictive Score | Lead_Score__c (custom Number field on Lead)1:1 | Fully supported | |
| Drip Campaign Enrollment | Campaign + Campaign Member1:1 | Fully supported | |
| Transaction | Opportunity1:1 | Fully supported | |
| Transaction Stage | Opportunity StageName1:1 | Fully supported | |
| Activity: Call, Email, Note | Task + Event + Note1:1 | Fully supported | |
| Document / Attachment | Salesforce Files (ContentDocument / ContentVersion)1:1 | Fully supported | |
| BoomTown Owner / User | User (matched by email)1:1 | Fully supported | |
| BoomTown Custom Fields | Custom fields on respective Salesforce objects (suffix __c)1:1 | Fully supported | |
| Lead Source / Attribution | LeadSource on Lead + Campaign Member Status1:1 | 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.
BoomTown gotchas
Export requires Broker or Admin permission
Workflows and automations do not export
12-month contract creates financial lock-in
IDX website content is not migratable via API
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
Extract BoomTown data via API v2
FlitStack connects to your BoomTown account using API v2 credentials to export all contacts, leads, transactions, campaign enrollment history, and activity records. We pull full record payloads including custom properties, owner assignments, and timestamps. A pre-extract data audit flags records with missing required fields (e.g., contacts with no email address) and duplications so your team can decide on cleanup approach before migration begins.
Create Salesforce schema: Account Record Types, custom fields, and Sales Processes
Before any data loads, FlitStack delivers a Salesforce schema setup plan specifying the Record Types, Sales Processes, and custom fields needed. Your Salesforce admin (or our team) creates Lead_Score__c, Contact_Score__c, Source_System_ID__c, and Original_Create_Date__c on the appropriate objects. We also specify the Account Record Types for each brokerage branch if you run multi-office configurations. This step ensures Salesforce is ready to receive BoomTown's flat data model without foreign-key violations.
Resolve BoomTown owners to Salesforce users by email
FlitStack matches BoomTown owner email addresses against your Salesforce user list. Any owner who does not have a corresponding Salesforce user is flagged with a pre-migration report. Your team decides whether to invite the agent to Salesforce first or assign their records to a designated fallback user. No Opportunity, Lead, or Contact record is loaded without a resolved OwnerId to prevent Salesforce validation errors.
Sequence migration: Accounts → Contacts/Leads → Opportunities → Activities → Campaign Members
Salesforce requires a load order because of foreign-key dependencies — Accounts must exist before Contacts can link via AccountId, and Opportunities reference Contacts via OpportunityContactRoles after both exist. FlitStack sequences the migration in phases: first all unique BoomTown company values create Salesforce Accounts, then BoomTown contacts become Salesforce Contacts with AccountId resolved, then pure prospects become Leads, then Opportunities are created with pipeline-to-RecordTypeId mapping and stage values set, then activity Tasks and Events are loaded, and finally Campaign Member enrollment records are attached to their parent Campaigns.
Run sample migration with field-level diff
A representative sample — typically 100–500 records spanning contacts, leads, transactions, and a few Campaign Members — is migrated first. FlitStack generates a field-level diff showing source value vs. destination value for every mapped field. You verify that BoomTown lead scores landed in Lead_Score__c, that transaction stages matched Salesforce StageName values per Record Type, and that owner resolution produced no orphaned records. The diff report is reviewed before the full run commits.
Full migration with delta-pickup window and audit log
The full BoomTown dataset is migrated to Salesforce using Bulk API to handle high record volumes efficiently. A delta-pickup window of 24–48 hours captures any records created or modified in BoomTown during the cutover window. Every operation — inserts, updates, skips, and errors — is logged in an audit trail. One-click rollback reverts the Salesforce org to its pre-migration state if reconciliation reveals data integrity issues that cannot be resolved in the field.
Platform deep dives
BoomTown
Source
Strengths
Weaknesses
Salesforce Sales Cloud
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across BoomTown and Salesforce Sales Cloud.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
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
BoomTown: Not publicly documented.
Data volume sensitivity
BoomTown 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
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