Migrate from Case Status to Salesforce Sales Cloud

Case Status Client maps to both Salesforce Account (firm/organization name) and Contact (individual at the firm). When a Client record has a single primary contact, that contact gets the primary AccountId; additional contacts are created with Account Contact Roles linking them to the Account.

Case Status Case maps directly to Salesforce Case object. Salesforce's standard Case object requires an AccountId reference — we resolve each Case's linked Client to the migrated AccountId before loading to satisfy Salesforce's foreign-key requirements. The original Case Status case-number is stored as Case.Case_External_ID__c for traceability and delta-run de-duplication, ensuring accurate record matching during subsequent sync runs.

Case Status case status values (Active, Pending, On Hold, Closed Won, Closed Lost) are mapped value-by-value to Salesforce Case Status pick-list. If Case Status uses custom status values not in Salesforce's default set, we create custom Case Status values in Salesforce before the migration runs.

Case Status stores practice area or case type as a Case property. Salesforce standard Case.Type pick-list covers common types but law firms typically need a custom Practice_Area__c pick-list field. We create this field and map values from Case Status at migration time.

Case Status tracks the lead attorney on each case. Since Salesforce standard Case has no attorney field, we create a custom lookup or text field (Assigned_Attorney__c) and populate it with the attorney's name resolved from Case Status owner records at migration time.

Case Status tracks paralegal assignment per case. We create a custom text or lookup field (Paralegal__c) on the Case object. If the paralegal is also a Salesforce user, the field is a User lookup; otherwise it is a text field with the name preserved from Case Status.

Case Status Calendar Events including depositions, court dates, and client meetings map directly to Salesforce Events. Original start and end times, subject line, and description content are all preserved during migration. The Case lookup on each Event is established by resolving the Case_External_ID__c cross-reference, linking every calendar event back to its parent migrated Case record for complete case activity history.

Case Status Activity tasks map to Salesforce Tasks with Type, Subject, Status, and Priority preserved. Tasks are linked to their parent Case via the WhatId field populated from the Case external ID resolved at migration time. Original create-date timestamps are kept as a custom field.

Case Status case notes migrate as Salesforce Notes attached to the parent Case record. Rich-text formatting in the note body is preserved where Salesforce supports it, maintaining original formatting, bullet points, and hyperlinks. Notes are linked to the Case via the WhatId field using the Case_External_ID__c cross-reference established during the initial migration phase, ensuring complete note traceability to the correct case.

Case Status file attachments are downloaded and re-uploaded as Salesforce Files attached to the Case record. File size limit in Salesforce is 25MB per file; files exceeding this are flagged and split before migration. The original filename and any Case Status folder hierarchy are preserved as metadata on the Salesforce File.

Case Status time entries and billing records have no direct equivalent in Salesforce's standard object model. We create a Time_Entry__c custom object with fields for Hours__c, Billing_Amount__c, Billing_Rate__c, Entry_Date__c, and Description__c, linked to the parent Case via a Case__c lookup field. This preserves complete billing history and enables time tracking reports directly within Salesforce using standard Salesforce reporting tools.

Any Case Status custom fields on the Case object (custom case properties, billing rates, client-tier flags) are created as Salesforce custom fields on the Case object. Data types are matched — pick-lists become pick-lists, numbers become numbers, dates become dates — and values are mapped verbatim from Case Status.