Migrate from Cloze to Salesforce Sales Cloud

Cloze People with Stage of Lead or Potential map to Salesforce Lead. People with Stage of Active, Inactive/Past, or Lost map to Salesforce Contact attached to the corresponding Account. We compute the split at migration time using Cloze's Stage property and preserve the original Stage value in a custom field cloze_original_stage__c on both Lead and Contact for audit. Contact ownership (assigned team member) maps to Salesforce OwnerId via User email resolution.

Cloze Companies map to Salesforce Account. The Cloze company address, industry, and social fields map to Account BillingAddress, Industry, and Website. Account is created before any Contact import so that the AccountId Lookup is satisfied at the moment of Contact insert. Cloze's company-to-people relationship maps to the standard Account-Contact hierarchy in Salesforce.

Cloze Projects (aliased as Deals or Properties depending on the customer's industry context) map to Salesforce Opportunity. We normalize the object name to Opportunity regardless of the original Cloze label. The Cloze Stage property (Potential, Active, Done, Lost) maps to Salesforce StageName using a stage probability mapping we configure before migration. Custom project fields map to typed Salesforce custom fields on Opportunity.

Cloze Segments and Audiences group People by Stage or tag criteria. We preserve segment membership as tag assignments on the migrated Lead or Contact. If the customer used Segments for marketing-style list management, we map them to Salesforce Campaign records with CampaignMember entries for each member. The customer chooses list strategy during scoping.

Cloze email Timeline entries migrate to Salesforce EmailMessage records (the content) linked to a Task record (the activity entry). The WhoId points to the migrated Lead or Contact; the WhatId points to the related Account or Opportunity. Email opens and click tracking metadata from Cloze migrates as custom EmailMessage fields.

Cloze call Timeline entries map to Salesforce Task with TaskSubtype = Call. Call duration, disposition, and recording URL (if stored in Cloze) migrate as custom Task fields. ActivityDate is set to the original Cloze timestamp for timeline ordering.

Cloze meeting entries map to Salesforce Event. StartDateTime, EndDateTime, and Location preserve. Attendee information migrates as EventRelation records linked to the migrated Lead, Contact, or User.

Cloze Note Timeline entries migrate to Salesforce Note records linked via ContentDocumentLink to the parent Lead, Contact, Account, or Opportunity. Note body migrates as rich text. File attachments to notes migrate as separate ContentDocument records.

Cloze tags are flat labels applied to People and Companies. We preserve all tag assignments. During scoping the customer chooses whether tags migrate as a Salesforce multi-select picklist field (best for categorical labels under 150 values) or as a custom text field for higher-volume label sets.

Cloze custom fields on People, Companies, and Projects map to typed Salesforce custom fields. Field types are matched: Cloze text to Salesforce Text, Cloze number to Number, Cloze date to Date, Cloze choice to Picklist or Multi-Select Picklist. We flag any deleted or deprecated custom fields in Cloze that have no active data and exclude them from the mapping.

Cloze Teams control contact assignment and sharing rules. We preserve team membership as Salesforce User records with matching Profiles and Permission Sets configured in the destination org. If the destination org does not have matching team structures, we document the original team assignments as a custom field on Contact for the admin to configure post-migration.

Documents attached to People, Companies, or Projects in Cloze migrate as Salesforce ContentDocument records linked via ContentDocumentLink to the parent Lead, Contact, Account, or Opportunity. Binary file extraction requires additional coordination because Cloze's export focuses on record fields rather than file attachments; we coordinate with the customer to extract files from Cloze's connected storage before migration.