Migrate from Court Clerk to Salesforce Sales Cloud

Court Clerk case statuses do not map directly to Salesforce Case status values

Court Clerk uses case lifecycle values (Open, Pending, Awaiting Judgment, Closed, Dismissed, On Appeal) that have no Salesforce equivalent on the standard Case object. We route these to a custom Status__c pick-list on the Court_Case__c custom object. The challenge is that Court Clerk status transitions include conditional logic — for example, a case cannot close until all fines are paid — that requires Salesforce validation rules and Flow logic to replicate post-migration. Your Salesforce admin will need to configure those rules before the Court_Case__c records reflect the same business logic as Court Clerk.

Tyler Tech export API rate limits vary by Clerk Edition tier

Court Clerk's Tyler Technologies API enforces rate limits per environment: development instances have lower throughput than production. During migration, we paginate Court Clerk exports in batches of 500 records to respect API quotas and avoid triggering 429 errors. For organizations with 100k+ case records, this extends the extraction timeline from hours to 1–2 days. We monitor Retry-After headers and resume interrupted export batches automatically so no records are skipped even if throttling occurs mid-extraction.

Party-to-contact role mapping collapses N:N associations into primary role

Court Clerk allows a single individual to appear in multiple party roles across the same case (for example, a person can be both a witness and a victim). Salesforce Contact roles on Case objects are designed for 1:many contact-case relationships, not many-to-many. We map the primary party role to Contact_Role__c and store additional roles as a custom junction object (Party_Role_Junction__c) linked to both Court_Case__c and Contact. If your workflows depend on querying all roles for a contact on a specific case, that junction object requires SOQL queries that your admin should validate before go-live.

Fine and fee payment plan logic does not migrate

Court Clerk stores payment plan configurations with installment schedules, due dates, and automatic penalty calculations. These are business logic constructs with no Salesforce equivalent — Salesforce does not have a native payment plan object. We migrate fine assessments as Fine__c records with static amounts and payment status, but installment schedules, penalty rules, and Garnishment__c logic must be rebuilt in Salesforce as Flow formulas and scheduled actions. We provide a Fine__c migration plan document that your Salesforce admin uses as the rebuild reference for payment automation.

Document re-upload requires Salesforce Content Workspace setup before migration

Court Clerk e-filed documents are exported as PDF or XML packages that we re-upload as Salesforce Files (ContentVersion records). However, Salesforce Files require a ContentWorkspace (library) to be configured for access control — otherwise documents default to private visibility. We create a Court_Filings library in Salesforce before the document migration phase runs, and configure ContentDocumentLink records to attach each file to the correct Court_Case__c. If your organization uses Salesforce Classic, ContentWorkspace behaves differently than in Lightning — verify your users are on Lightning Experience before migration.