Migrate from CDK Global to Salesforce Sales Cloud

CDK stores customer name, address, and contact info on one record. Salesforce separates Account (organization or individual entity) from Contact (person). We map CDK customer fields to both objects: Account holds the legal name and address; Contact holds first name, last name, email, and phone. For individual customers without a company, the Account name mirrors the Contact last name.

CDK vehicles map directly to Salesforce Asset. The Asset object carries VIN (stored as Name or a custom VIN__c field), make, model, year, stock number, vehicle status (new/used/available/pending/sold), and a lookup to the Account representing the customer or dealership lot. Original service history attaches to the Asset as related Cases.

CDK deal header — deal amount, deal term, APR, deal status, deal date, and finance source — maps to Salesforce Opportunity fields (Amount, StageName, CloseDate). The CDK deal status (pending/approved/funded) maps to a custom Opportunity Stage value set. Unfunded deals land as early-stage Opportunities; funded deals close-won.

Each CDK F&I product line becomes a Salesforce OpportunityLineItem on the related Opportunity. A PricebookEntry must exist for every F&I product SKU — we create a 'CDK F&I Products' Pricebook with entries for every product type found in the CDK deal export. Product cost and MSRP map from CDK product pricing fields.

Trade-in vehicles from CDK map to a separate Asset record (owned by the dealership or customer Account) and also to Opportunity-level custom fields (Trade_In_Vehicle__c, Trade_In_Value__c) for reporting continuity in Salesforce. Trade-in VIN and mileage are captured on the Asset; the dollar value appears on the Opportunity.

CDK service tickets map to Salesforce Case. The RO number becomes CaseNumber or a custom RO_Number__c field. Technician name, labor hours, labor rate, and parts lines are custom fields on the Case object (Technician__c, Labor_Hours__c, Labor_Rate__c). Parts used are stored as Case Line Items or custom CaseProduct__c records depending on your Salesforce configuration.

CDK parts catalog items map to Salesforce Product2 records. CDK stock quantity, bin location, reorder point, and cost map as custom fields on Product2 (Qty_In_Stock__c, Bin_Location__c, Reorder_Point__c). Actual inventory counts in real-time are not native Salesforce; we surface them as custom read-only fields updated via a scheduled integration if needed.

CDK prospects and internet leads with status 'new', 'contacted', 'pending' map directly to Salesforce Lead records. Lead Source, Lead Status, and any CDK lead scoring fields migrate as custom fields. Converted leads route to Account/Contact/Opportunity using Salesforce's standard lead conversion.

CDK logged calls map to Salesforce Task with Type='Call'; emails map to Task with Type='Email'; appointments map to Event with original start/end times and owners preserved. CDK free-form notes map to Salesforce Note or ContentNote (rich text). All activity parents link to the corresponding Account or Contact record.

CDK's user-defined fields and OEM program codes have no Salesforce equivalents. We create custom fields on the relevant object (Account, Asset, Opportunity, Case) for each CDK custom property, preserving data type (text, number, date, picklist). Custom field names follow Salesforce __c convention; picklist values are re-created in Salesforce Setup.

CDK's DMS accounting module (profit-per-vehicle, F&I per-copy, service absorption) is a general-ledger system with no direct Salesforce equivalent. We migrate the financial summary figures as read-only custom fields on the Opportunity record (F_I_Profit__c, Service_Revenue__c) for reporting continuity. Full accounting data should be handled by a dedicated ERP migration.