How long does a Brivity to Salesforce Sales Cloud migration take?

Most Brivity-to-Salesforce migrations complete in 48–72 hours of clock time for under 50,000 total records. Larger setups with 500,000+ records, multiple property listings per transaction, or heavy use of custom fields extend to 5–7 days. The longest planning step is sequencing Brivity's flat transaction model into the Salesforce Opportunity + Property__c + OpportunityTeamMember structure before data loads begin. A delta-pickup window of 24–48 hours after the initial load captures any in-flight changes, and total elapsed time may increase accordingly if your team continues updating records during cutover.

Will my Brivity Action Plans migrate to Salesforce Flow?

No. FlitStack AI migrates data and schema only — Brivity Action Plans (automated follow-up sequences tied to leads and transactions) do not transfer. They must be rebuilt in Salesforce Flow Builder. We extract each Action Plan's trigger conditions, step sequence, delay rules, and message content as a structured reference document so your Salesforce admin has a rebuild guide. Workflow rules, if any exist in Brivity, are also excluded.

What happens to Brivity contacts when they migrate to Salesforce?

Brivity contacts split into two Salesforce objects based on transaction history. Contacts who have completed at least one Brivity transaction (status = Closed) migrate as Salesforce Contacts, preserving their name, email, phone, address, and any custom fields such as lead source or rating. Contacts with no closed transaction migrate as Salesforce Leads, receiving the same custom field mappings. Both record types are stamped with a Source_System_ID__c custom field that stores the original Brivity contact ID, enabling traceability, deduplication, and future delta-run matching. During migration, each contact’s Brivity owner is resolved to a Salesforce UserId by email, and any unmatched owners are flagged before the run commits.

Can I migrate Brivity custom fields to Salesforce?

Yes. Brivity custom fields on contacts, properties, and transactions migrate as Salesforce custom fields. We map Brivity's custom text, number, date, and pick-list fields to their Salesforce equivalents — standard fields if a direct match exists, or new custom fields (suffix __c) if no Salesforce standard field covers the same data. Pick-list values are mapped value-by-value; custom pick-lists are created in Salesforce with the same options.

How does Brivity's multi-agent transaction model map to Salesforce?

Brivity stores multiple agents per transaction with named roles (listing agent, buyer agent, transaction coordinator) directly on the transaction record. Salesforce OpportunityTeamMember handles this: each Brivity agent becomes a separate OpportunityTeamMember record on the migrated Opportunity, with the role mapped to a Salesforce TeamRole value. Your Salesforce admin must pre-seed any Brivity role names not already in the TeamRole pick-list before migration.

Does the migration affect my Brivity account during cutover?

No. FlitStack AI uses scoped read access on Brivity — your team continues working in Brivity during the migration without any interruptions. We perform a read-only export of your Brivity data, respecting any export limits or per-object permissions. A delta-pickup window (typically 24–48 hours after the initial load) captures any Brivity records created or modified during the cutover so Salesforce reflects Brivity's final state at go-live. No write operations are executed against your Brivity account, and the migration can be paused or rolled back without impacting your live Brivity data.

Will opportunity amounts automatically roll up to the Salesforce Account?

No. Unlike Brivity, which displays total transaction volume per contact or agent on the transaction record, Salesforce Opportunities do not automatically aggregate deal amounts to the parent Account. Teams needing per-Account revenue totals need a custom rollup — either Declarative Lookup Rollup Summaries (DLRS) or a Flow-triggered sum. We flag this gap in the handoff and can configure the rollup as a post-migration add-on.

Brivity to Salesforce Sales Cloud Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Brivity organizes real estate CRM around transactions and agents: a flat transaction record combines property, contacts, agents, and timeline in one object. Salesforce Sales Cloud splits leads and contacts into separate objects, treats deals as Opportunities with a Real Estate Transaction record type, and uses a custom Property__c object for listings. We sequence the migration so parent objects (Properties) land before dependent records (Opportunities). Agents resolve by email match to Salesforce users; unresolvable agents are flagged before migration commits. Custom fields from Brivity (lead source, rating, agent ID, custom transaction fields) migrate as custom fields on their Salesforce equivalents. The migration runs via Salesforce Bulk API against a scoped-read Brivity export, validated with a sample test before the full cutover. A delta-pickup window captures in-flight changes during the cutover so Salesforce reflects Brivity's final state at go-live. During the schema setup, we configure the Real Estate Transaction record type, define stage probability mappings, and ensure pick-list values for status and role are pre-seeded. All timestamps (created date, last modified) are preserved via custom datetime fields to maintain reporting continuity across the transition.

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

Brivity

What's pushing teams away

Setup is time-consuming and the feature set is wide, so teams commonly report they only use a fraction of what they pay for each month.
Brivity organizes and tracks existing leads but does not generate new ones, frustrating teams whose real problem is inconsistent lead flow rather than poor follow-up.
Add-on costs for AI writing, recruiter tools, and virtual assistants stack on top of the base price, leading to sticker shock once the full feature set is licensed.
The platform can feel overwhelming initially, especially for solo agents who do not need team accountability dashboards or complex pipeline management.

Choosing

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 Brivity objects map to Salesforce Sales Cloud

Each row shows how a Brivity 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.

Brivity

Contact

maps to

Salesforce Sales Cloud

Contact / Lead

1:many

Fully supported

Brivity contacts who have completed at least one transaction (status = Closed) route to Salesforce Contact. Contacts with no closed transaction route to Salesforce Lead. The split is determined by querying Brivity transaction history for each contact and routing accordingly. Both destination records retain a Source_System_ID__c cross-reference.

Brivity

Property / Listing

maps to

Salesforce Sales Cloud

Property__c (custom object)

1:1

Fully supported

Brivity property records map to a Salesforce custom object we create called Property__c. The object includes fields for address (street, city, state, zip), list price, property status pick-list (Active, Pending, Sold), MLS ID, and a lookup to the primary listing Contact. Property photos migrate as Salesforce Files attached to the Property__c record.

Brivity

Transaction

maps to

Salesforce Sales Cloud

Opportunity

1:1

Fully supported

Brivity transactions map to Salesforce Opportunities using a 'Real Estate Transaction' record type. The Brivity transaction fields (amount, stage, close date, property link) map to Opportunity fields (Amount, StageName, CloseDate, Property__c lookup). Salesforce record type and page layout assignment happens before data loads so field validation rules fire correctly.

Brivity

Transaction Agent

maps to

Salesforce Sales Cloud

OpportunityTeamMember

1:1

Fully supported

Brivity transaction agents (listing agent, buyer agent, transaction coordinator) map to Salesforce OpportunityTeamMember records linked to the migrated Opportunity. Each agent's role name maps to a Salesforce TeamRole value. Multi-agent per transaction is supported — each agent gets a separate OpportunityTeamMember record with the appropriate role.

Brivity

Transaction Stage

maps to

Salesforce Sales Cloud

Opportunity StageName

1:1

Fully supported

Brivity transaction stage values (Active, Under Contract, Closed Won, Closed Lost) map to Salesforce Opportunity StageName pick-list values defined on the Real Estate Transaction record type. Probability and forecast category are re-applied per stage per Salesforce's stage setup. Stage-entry timestamps are preserved as custom datetime fields on Opportunity.

Brivity

Agent / User

maps to

Salesforce Sales Cloud

User

1:1

Fully supported

Brivity agents are matched to Salesforce users by email address. Matched agents become the Opportunity OwnerId on their respective deals. Unmatched agents are flagged before migration — the team either creates Salesforce users first or assigns those records to a designated fallback owner so no Opportunity lands without an owner.

Brivity

Task / Activity

maps to

Salesforce Sales Cloud

Task

1:1

Fully supported

Brivity tasks (call logs, follow-up items, showing requests) migrate as Salesforce Tasks. The Subject, Status, Priority, ActivityDate, and Description fields map directly. The Task's WhoId links to the migrated Contact or Lead; the WhatId links to the migrated Opportunity. Original task owners resolve to Salesforce UserId by email match.

Brivity

Calendar Event

maps to

Salesforce Sales Cloud

Event

1:1

Fully supported

Brivity showing appointments and calendar events migrate to Salesforce Events with original start and end times, subject, and description preserved. Event invitees (contacts) link via EventWhoId to the migrated Contact record. Showings tied to a specific Property__c link via EventWhatId.

Brivity

Note / Attachment

maps to

Salesforce Sales Cloud

Note / ContentDocument (Salesforce Files)

1:1

Fully supported

Brivity notes migrate to Salesforce Notes (classic object) or Salesforce Files (ContentDocument/ContentVersion) depending on whether the target org uses Lightning Experience. File attachments re-upload to Salesforce Files and link to the parent record (Contact, Opportunity, or Property__c). Salesforce file size limits (25MB default per file) are enforced; oversized files are flagged for manual handling.

Brivity

Action Plan (automated sequence)

maps to

Salesforce Sales Cloud

Salesforce Flow

1:1

Fully supported

Brivity Action Plans are automated follow-up sequences tied to leads and transactions. Salesforce has no direct equivalent — Flow is the replacement. We extract each Action Plan's trigger conditions, step sequence, delay rules, and message content as a structured reference document so your Salesforce admin can rebuild them in Flow Builder.

Brivity	Salesforce Sales Cloud	Compatibility
Contact	Contact / Lead1:many	Fully supported
Property / Listing	Property__c (custom object)1:1	Fully supported
Transaction	Opportunity1:1	Fully supported
Transaction Agent	OpportunityTeamMember1:1	Fully supported
Transaction Stage	Opportunity StageName1:1	Fully supported
Agent / User	User1:1	Fully supported
Task / Activity	Task1:1	Fully supported
Calendar Event	Event1:1	Fully supported
Note / Attachment	Note / ContentDocument (Salesforce Files)1:1	Fully supported
Action Plan (automated sequence)	Salesforce Flow1:1	Fully supported

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.

Brivity gotchas

High

No public API forces CSV-based migration scoping

High

Auto Plans and automated sequences do not transfer

Medium

IDX website configuration is non-transferable

Medium

Add-on pricing creates unpredictable total cost

Low

GCI and commission data may not survive field mapping

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

Brivity gotchas		Salesforce Sales Cloud gotchas
Severity	Issue	Severity	Issue
High	No public API forces CSV-based migration scoping	High	Workflow Rules and Process Builder are retired
High	Auto Plans and automated sequences do not transfer	High	Bulk API batch quota exhaustion during large imports
Medium	IDX website configuration is non-transferable	Medium	Storage overage billing is non-obvious
Medium	Add-on pricing creates unpredictable total cost	Medium	Account-Contact many-to-many relationship mapping
Low	GCI and commission data may not survive field mapping	Low	Territory and team member import ordering dependencies

Pair-specific challenges

Brivity has no public API — migrations require manual CSV export with object-level limits

Brivity does not publish a documented REST or bulk API for external data access. Migration relies on Brivity's built-in CSV export, which may operate per-object and per-month depending on the account's export permissions and data volume. We coordinate with your Brivity account to extract all accessible objects before mapping begins. If certain objects are export-restricted, we flag them and discuss manual export alternatives before the migration plan is finalized. If the export limit restricts large object sets, we may need to split the export across multiple months or request a temporary export extension from Brivity support.
Brivity's flat transaction model must split into three Salesforce objects at once

Brivity stores a transaction as a single record combining property, agents, buyer, and stage. Salesforce requires these to split: Opportunity holds the deal, Property__c holds the listing (linked via lookup), and OpportunityTeamMember holds the multi-agent team. We resolve the parent object sequencing so Property__c records land before Opportunity records — otherwise the Property__c lookup on Opportunity fails at insert time due to unresolved foreign keys. We deliver the exact load order before data moves.
Brivity Action Plans have no Salesforce equivalent and must be rebuilt in Flow

Brivity Action Plans are automated follow-up sequences tied to leads and transactions, with trigger conditions, delays, and action steps. Salesforce has no native equivalent — the replacement is Flow Builder. We extract each Action Plan's full definition (trigger logic, step sequence, delays, message content, recipient rules) and deliver it as a structured reference document so your Salesforce admin can reproduce the logic in Flow. This is a manual rebuild step, not a data migration.
Brivity agent roles per transaction require Salesforce TeamRole pre-seeding

Brivity stores agent roles (listing agent, buyer agent, transaction coordinator) directly on each transaction record. Salesforce OpportunityTeamMember uses a TeamRole field that references a pre-seeded pick-list. If your brokerage uses role names not already in Salesforce's TeamRole pick-list, those roles will fail to insert. We identify all unique Brivity agent role names during discovery, surface the gap, and your Salesforce admin adds the missing TeamRole values before the migration run commits.
Opportunity amount does not auto-rollup to Account in Salesforce

Brivity displays total transaction volume per agent or per office on the transaction record itself. Salesforce Opportunities do not automatically roll up deal amounts to the parent Account record. After migration, aggregate reporting on Account revenue requires either a custom rollup field using Declarative Lookup Rollup Summaries (DLRS) or a Flow-triggered rollup. We flag this gap in the post-migration handoff and provide the rollup configuration as an optional add-on. If your team relies on per-agent GCI tracking, we recommend also setting up a custom field on the User or Opportunity object to store the agent’s commission percentage, enabling accurate GCI calculations in Salesforce reports.

Migration approach

Six steps for a successful Brivity to Salesforce Sales Cloud data migration

Set up Salesforce schema for real estate transactions

Before data moves, your Salesforce admin (or our team) creates the Property__c custom object, the Real Estate Transaction record type, and all custom fields identified in the mapping plan. We deliver a schema setup checklist specifying which pick-list values, field types, and page layout assignments are needed so Salesforce is configured before the first record is inserted. This avoids validation-rule failures during the data load.
Resolve Brivity agents to Salesforce users by email

Salesforce requires every Opportunity to have an OwnerId and every Task/Event to have an OwnerId. We match Brivity agent email addresses against your Salesforce user list. Any agent without a Salesforce user account is flagged before migration — your team either creates the user in Salesforce first or designates a fallback owner. No Opportunity or Task lands without a resolvable owner.
Migrate in dependency order: Property__c → Contacts/Leads → Opportunities

Salesforce foreign-key constraints require parent objects to exist before children insert. We load in this order: (1) Property__c records first, (2) Contacts and Leads split by transaction history, (3) Opportunities with Property__c lookup and OpportunityStageName mapping, (4) OpportunityTeamMember records for multi-agent deals, (5) Tasks and Events linked to their parent records. Brivity transaction records are parsed during extraction so the dependency chain is respected at insert time.
Run a sample migration with field-level diff

A representative slice migrates first — typically 100–500 records spanning contacts, properties, transactions, and a few tasks. We generate a field-level comparison between the Brivity source export and the Salesforce destination records so you can verify stage mapping, property lookup resolution, agent-team population, and Opportunity amount accuracy. You sign off on the sample before the full migration run commits. The sample also checks that custom field values are preserved, that email-to-user resolution works for agents, and that the delta-pickup window will capture changes correctly.
Execute full migration with delta-pickup for in-flight changes

The full migration runs against Salesforce using the Bulk API for large record sets. A delta-pickup window (typically 24–48 hours after the initial load) captures any Brivity records created or modified during the cutover. We validate record counts per object, check for insert failures, and confirm that all Opportunity-to-Property__c lookups resolved correctly. Audit logs capture every operation, and one-click rollback is available if reconciliation uncovers unexpected gaps.

Platform deep dives

Context on both ends of the pair

Brivity

Source

Strengths

All-in-one platform covers CRM, marketing automation, transaction management, and IDX websites in a single subscription.
Built by a real brokerage managing over $1B in annual sales, providing real-estate-specific workflows out of the box.
Bundled lead capture websites and IDX integration make the platform immediately functional for agents without separate web tooling.
Included live support, onboarding, and weekly webinars reduce the self-serve learning burden for busy agents.
Design automation tools let teams maintain consistent branding across listings, social posts, and print collateral.

Weaknesses

No documented public API means all data export relies on CSV downloads, which may omit custom fields, attachments, or activity details.
Auto Plans and workflow automations cannot be exported and must be rebuilt manually at the destination, losing any custom logic or timing rules.
Pricing is opaque above the solo tier, with add-ons for AI writing, recruiting, and virtual assistants adding to the base cost unpredictably.
The platform requires significant setup time and a steep initial learning curve, leading many teams to underutilize features they are paying for.
Lead generation is not addressed by Brivity itself; teams expecting the CRM to solve inconsistent lead flow will be disappointed.

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.

	Brivity Source	Salesforce Sales Cloud Destination
Strengths	All-in-one platform covers CRM, marketing automation, transaction management, and IDX websites in a single subscription. Built by a real brokerage managing over $1B in annual sales, providing real-estate-specific workflows out of the box. Bundled lead capture websites and IDX integration make the platform immediately functional for agents without separate web tooling. Included live support, onboarding, and weekly webinars reduce the self-serve learning burden for busy agents. Design automation tools let teams maintain consistent branding across listings, social posts, and print collateral.	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	No documented public API means all data export relies on CSV downloads, which may omit custom fields, attachments, or activity details. Auto Plans and workflow automations cannot be exported and must be rebuilt manually at the destination, losing any custom logic or timing rules. Pricing is opaque above the solo tier, with add-ons for AI writing, recruiting, and virtual assistants adding to the base cost unpredictably. The platform requires significant setup time and a steep initial learning curve, leading many teams to underutilize features they are paying for. Lead generation is not addressed by Brivity itself; teams expecting the CRM to solve inconsistent lead flow will be disappointed.	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.

POPULAR PLATFORMS

POPULAR MIGRATIONS

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Migrate from Brivity to Salesforce Sales Cloud

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Brivity

Salesforce Sales Cloud

How Brivity objects map to Salesforce Sales Cloud

What specifically takes care here

Six steps for a successful Brivity to Salesforce Sales Cloud data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Brivity to Salesforce Sales Cloud migration cost

What are you migrating?

Frequently asked questions about Brivity to Salesforce Sales Cloud data migrations

Can't find your answer?

Related migrations to explore

Move from Brivity.
Land in Salesforce Sales Cloud, intact.

Migrate from Brivity to Salesforce Sales Cloud

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Brivity

Salesforce Sales Cloud

How Brivity objects map to Salesforce Sales Cloud

What specifically takes care here

Six steps for a successful Brivity to Salesforce Sales Cloud data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Brivity to Salesforce Sales Cloud migration cost

Frequently asked questions about Brivity to Salesforce Sales Cloud data migrations

Can't find your answer?

How long does a Brivity to Salesforce Sales Cloud migration take?

Will my Brivity Action Plans migrate to Salesforce Flow?

What happens to Brivity contacts when they migrate to Salesforce?

Can I migrate Brivity custom fields to Salesforce?

How does Brivity's multi-agent transaction model map to Salesforce?

Does the migration affect my Brivity account during cutover?

Will opportunity amounts automatically roll up to the Salesforce Account?

Related migrations to explore

Move from Brivity. Land in Salesforce Sales Cloud, intact.

Move from Brivity.
Land in Salesforce Sales Cloud, intact.