Migrate from Chakra Sales CRM to Salesforce Sales Cloud

Chakra Sales CRM Contact records map to Salesforce Contact with a 1:1 field correspondence on standard properties (FirstName, LastName, Email, Phone). Any custom Contact properties defined in Chakra's no-code builder are inventoried during discovery and mapped against Salesforce's custom field model (__c API name) before migration. We resolve the parent Account reference at migration time using Chakra's Account-Contact relationship. Duplicate Contact handling uses Salesforce's Matching Rules (Email-based deduplication) activated in the destination org before the first load batch.

Chakra Sales CRM Account records (called Companies in the Chakra UI) map to Salesforce Account with a 1:1 correspondence on standard fields. The Account Name, Website, Industry, and Phone properties migrate directly. We use the Account record as the parent anchor for all Contact inserts, running Account migration first in the dependency sequence so that AccountId is satisfied at Contact insert time. Company-specific custom fields from Chakra map to custom Account fields created in Salesforce before the Account load phase.

Chakra Sales CRM Lead records map to Salesforce Lead as a direct 1:1 object correspondence. Lead properties from Chakra (status, source, qualification fields) map to Salesforce standard Lead fields. The Salesforce Lead Status picklist is configured during pre-migration setup to reflect Chakra's lead stages as closely as possible. We preserve Chakra's original lead score (if present as a custom field) in a custom Salesforce field lead_score__c for post-migration reporting continuity.

Chakra Sales CRM Deal records map to Salesforce Opportunity with Deal Amount, Expected Close Date, Owner Assignment, and Stage preserved. Chakra pipeline stages are captured during discovery as a named list and configured in Salesforce as stage values within a Sales Process. We map the Deal's linked Account (Chakra Account) to the Opportunity's AccountId at migration time, and the Deal's Owner to the Opportunity's OwnerId via the User email lookup.

Chakra Sales CRM pipeline stages are defined via no-code setup and do not export with a schema file. We document the complete stage sequence (stage name, order, probability percentage) during the discovery call and replicate it in Salesforce as a Sales Process attached to the Opportunity object. Each Chakra pipeline becomes a Salesforce Record Type so that stage values remain scoped per line of business in the destination org.

Chakra Sales CRM Task records map to Salesforce Task with Subject, Status, Priority, ActivityDate, and Description preserved. Task assignment migrates by resolving Chakra's user reference to the Salesforce User lookup via email match. The Task's parent record reference (linked to Contact, Lead, or Deal in Chakra) is resolved to the Salesforce WhoId (Lead or Contact) or WhatId (Opportunity or Account) at migration time.

Chakra Sales CRM email sync history associated with CRM records migrates to Salesforce as EmailMessage records (email content) linked to an Activity Task record for the timeline entry. The WhoId on the Task points to the migrated Lead or Contact; the WhatId points to the related Opportunity or Account. We preserve the original timestamp in ActivityDate for timeline ordering accuracy. Email thread associations use Salesforce's ThreadId for reply-link continuity after go-live.

Chakra Sales CRM call logs migrate to Salesforce Task with TaskSubtype set to Call. Call disposition, call duration, and any recording URL stored in Chakra become custom fields on the Task record. The original call timestamp maps to ActivityDate for timeline continuity. Attendee information from the Chakra call log maps to a custom field or Salesforce EventRelation if multiple attendees are recorded.

Chakra Sales CRM calendar events migrate to Salesforce Event with StartDateTime, EndDateTime, Subject, Location, and Description preserved. Attendee mapping uses Salesforce EventRelation records pointing to the migrated Leads, Contacts, and Users. If Chakra stores a meeting link (for virtual meetings), that URL is preserved in the Event Location or a custom field.

Chakra Sales CRM Notes associated with Leads, Deals, or Contacts migrate to Salesforce Note records linked via ContentDocumentLink to the parent record. Note body (rich text) migrates as-is with any inline images preserved as separate ContentDocument records. We verify the parent record ID resolution (WhoId or WhatId) before each Note insert batch.

Chakra Sales CRM custom fields defined via the no-code builder do not export with a schema file. We perform a field-level inventory during the discovery call, comparing each Chakra custom field against Salesforce's standard and custom field list. For fields without a direct Salesforce equivalent, we create a new custom field (__c API name) with the appropriate Salesforce data type before the load phase begins. Type mismatches (e.g., Chakra text field vs. Salesforce picklist) are documented with a transformation rule.

Chakra Sales CRM workflow automation rules (lead nurturing sequences, automated assignment rules, event-triggered actions) do not export via the Cloud API. We document each automation during the discovery phase: its trigger event, conditions, sequence of actions, and assigned user or team. We deliver a written automation inventory with trigger, conditions, actions, and a recommended Salesforce Flow equivalent. The customer's admin rebuilds the automations in Salesforce Flow after go-live. This step requires business-user input to confirm logic; we schedule a rebuild workshop before the go-live date.

File attachments linked to Chakra Sales CRM records (proposals, signed documents, call recordings) are stored in Chakra's file layer and may not be retrievable via the standard Cloud API export. We audit attachment coverage during the pre-migration data audit. For records with critical attachments, we either request a manual file export from the source account or perform a supplementary file transfer step, uploading files to Salesforce as ContentVersion records and linking them via ContentDocumentLink to the parent record (Contact, Lead, Account, or Opportunity).