CRM migration
Field-level mapping, validation, and rollback between Captorra and Salesforce Sales Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Sales Cloud.
Captorra
Source
Salesforce Sales Cloud
Destination
Compatibility
11 of 11
objects map 1:1 between Captorra and Salesforce Sales Cloud.
Complexity
BStandard
Timeline
48–72 hours
Overview
Captorra is a legal intake and case management platform built for consumer law firms — it models intake leads, contact details, and case records with a focus on lead conversion and referral tracking. Salesforce Sales Cloud models a traditional B2B CRM hierarchy: Accounts (companies), Contacts (individuals), Leads (prospects before qualification), Opportunities (deals), and Cases (service or legal matters). The migration challenge is threefold: mapping Captorra's lead status and intake stage fields to Salesforce's Lead Status and Case Status pick-lists; translating Captorra's referral source and ROI tracking fields to Salesforce custom fields on the Case object; and resolving Captorra user assignments to Salesforce users by email match before records land. We carry over all Captorra standard objects (Leads, Contacts, Cases, Referrals, Users) with their field values intact. Captorra workflows, intake forms, and referral routing logic do not migrate — those are platform-specific automation constructs that must be rebuilt in Salesforce Flow or Process Builder. Reports and dashboards in Captorra do not transfer; the underlying case and contact data does, so your Salesforce admin can rebuild reports on the migrated dataset. Our approach uses Captorra's API for data extraction and Salesforce's Bulk API 2.0 for high-volume loading, with a 24–48 hour delta-pickup window after the initial run to capture in-flight records modified during cutover.
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 Captorra 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.
Captorra
Lead
Salesforce Sales Cloud
Lead
1:1Captorra leads map 1:1 to Salesforce Leads. Lead status values (New, Working, Converted, Lost) map to Salesforce Lead Status pick-list by value mapping. Captorra's intake form fields migrate as custom fields on the Salesforce Lead object. Owner resolved by email match to Salesforce User.
Captorra
Contact
Salesforce Sales Cloud
Contact
1:1Captorra contacts stored within cases map to Salesforce Contacts. Contacts without a parent company in Captorra get attached to a default 'Unassigned Account' or the Case's referring Account if one exists. Multi-contact-per-case scenarios in Captorra map to Salesforce Contact-Case relationships via Case Contact Role.
Captorra
Contact (firm staff)
Salesforce Sales Cloud
User
1:1Captorra users who are firm staff (attorneys, paralegals) resolve to Salesforce Users by email match. Captorra user IDs are preserved as Source_User_ID__c on the matched Salesforce User record. Users not found in Salesforce are flagged before migration; firm either creates their Salesforce account first or assigns their records to a fallback user.
Captorra
Case
Salesforce Sales Cloud
Case
1:1Captorra case records map to Salesforce Cases. Case Type (Personal Injury, Family Law, etc.) maps to Salesforce Case Type pick-list or a custom Case_Type__c field if the source values don't match the destination pick-list. Case Status maps to Case Status pick-list by value mapping; original status-change timestamps preserved as custom datetime fields.
Captorra
Referral
Salesforce Sales Cloud
Custom Object: Referral__c
1:1Captorra referral records do not map to a native Salesforce object. We create a Referral__c custom object with fields for Referral_Source__c (text), Referral_Date__c (date), Referring_Party__c (lookup to Contact), and Case__c (lookup to Case). This preserves the referral relationship without altering Salesforce's standard data model.
Captorra
Attachment / File
Salesforce Sales Cloud
ContentDocument / Attachment
1:1Captorra file attachments on cases re-upload to Salesforce Files (ContentDocument). Salesforce Files attach to the related Case record via ContentDocumentLink. File size limits (Salesforce default 25MB per file) are enforced; files exceeding this are flagged for manual handling. Original file names and MIME types are preserved in the ContentVersion metadata.
Captorra
ROI / Billing Record
Salesforce Sales Cloud
Custom Object: Case_ROI__c
1:1Captorra's ROI Management module data (case value, contingency fee percentage, settlement amount) maps to a custom Case_ROI__c object. Fields include Settlement_Value__c (currency), Contingency_Rate__c (percent), and Attorney__c (lookup to Contact). These do not map to standard Salesforce Opportunity fields because legal cases are not opportunities.
Captorra
Custom Field (Lead)
Salesforce Sales Cloud
Lead Custom Field (__c)
1:1Captorra custom properties on leads that have no direct Salesforce equivalent (e.g., intake_channel, lead_quality_score, referred_by) become custom fields on the Salesforce Lead object using the __c suffix. Data type is inferred from Captorra field type (text, number, date, pick-list) and created as the matching Salesforce field type before migration.
Captorra
Custom Field (Case)
Salesforce Sales Cloud
Case Custom Field (__c)
1:1Captorra custom fields on cases that don't match Salesforce's standard Case fields (e.g., statute_of_limitations, jurisdiction, opposing_counsel) become custom fields on the Case object. Field-level mapping validates pick-list values against Salesforce pick-list constraints before migration. These custom fields follow the __c naming convention, inherit their data types from Captorra, and must be added to the appropriate page layouts by the Salesforce admin before users can view them.
Captorra
Activity (Call, Email, Note)
Salesforce Sales Cloud
Task / Event
1:1Captorra call logs and email records attached to cases map to Salesforce Tasks with Type='Call' or Type='Email'. Case notes map to Salesforce Notes. Original timestamps and case-association links are preserved in the Task or Note record. Activity owners resolved by email match to Salesforce User.
Captorra
Matter Management
Salesforce Sales Cloud
Case + Custom Fields
1:1Captorra's matter management module stores case milestones, documents, and billing entries. These map to Salesforce Case fields (Status, Priority, Description) plus custom milestone fields. Document references map to Salesforce Files attached to the Case record. Billing entries do not migrate as Salesforce does not handle legal billing natively.
| Captorra | Salesforce Sales Cloud | Compatibility | |
|---|---|---|---|
| Lead | Lead1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Contact (firm staff) | User1:1 | Fully supported | |
| Case | Case1:1 | Fully supported | |
| Referral | Custom Object: Referral__c1:1 | Fully supported | |
| Attachment / File | ContentDocument / Attachment1:1 | Fully supported | |
| ROI / Billing Record | Custom Object: Case_ROI__c1:1 | Fully supported | |
| Custom Field (Lead) | Lead Custom Field (__c)1:1 | Fully supported | |
| Custom Field (Case) | Case Custom Field (__c)1:1 | Fully supported | |
| Activity (Call, Email, Note) | Task / Event1:1 | Fully supported | |
| Matter Management | Case + Custom Fields1:1 | 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.
Captorra gotchas
Inbound-only API with no export endpoint
Custom field schema varies per organization
No public pricing or trial available
Intake form configurations do not auto-transfer
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
Inventory Captorra data model and export schema
We connect to Captorra's API using your integration credentials and extract the full object schema: all standard objects (Lead, Contact, Case, Referral), custom properties, and pick-list values. We compare this schema against Salesforce's target org to identify custom field creation requirements, pick-list value gaps, and custom object needs (Referral__c, Case_ROI__c). The output is a schema diff document that your Salesforce admin uses to pre-create fields and pick-list values before migration runs.
Provision Salesforce schema and resolve user accounts
Your Salesforce admin creates the custom fields, pick-list values, and custom objects identified in the schema diff. We simultaneously resolve Captorra user IDs to Salesforce users by email match. Unmatched users are flagged in a pre-migration report — your team either creates Salesforce accounts for them or assigns their records to a fallback user before the migration window opens. No record migrates without a confirmed Salesforce owner.
Migrate in dependency order: Contacts → Accounts, then Leads/Contacts, then Cases, then Activities
Salesforce requires Accounts before Contacts (via AccountId) and Contacts before Cases (via ContactId and AccountId). We sequence the migration: first, extract and load Contacts and map them to existing Salesforce Accounts (or create placeholders); second, load Leads; third, load Cases with owner and contact resolution; fourth, load Activities (calls, emails, notes) linked to their parent records. Referral and ROI custom objects load after Cases so lookup keys resolve. Each phase generates a validation report before the next begins.
Run sample migration with field-level diff before full commit
A representative slice (typically 100–500 records spanning leads, contacts, cases, referrals, and activities) migrates first. We generate a field-level diff between the Captorra source and the Salesforce destination for each record so you can verify that case status values mapped correctly, owner resolution worked, custom fields populated, and file attachments re-uploaded. You approve the sample output before the full migration run commits. This is the last checkpoint before data lands in your production Salesforce org.
Execute full migration with delta-pickup window and one-click rollback
The full migration loads all records into Salesforce using Bulk API 2.0 for high throughput. A delta-pickup window (typically 24–48 hours) captures any records created or modified in Captorra during the cutover. An audit log records every operation — insert, update, skip, error — with source record ID and destination record ID. If reconciliation fails, one-click rollback reverts the Salesforce org to its pre-migration state so you can correct and re-run without data contamination.
Platform deep dives
Captorra
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 Captorra 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
Captorra: Not publicly documented.
Data volume sensitivity
Captorra 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 Captorra to Salesforce Sales Cloud migration scoping. Not seeing yours? Book a call.
Walk through your Captorra to Salesforce Sales Cloud migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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