CRM migration
Field-level mapping, validation, and rollback between Digital BSS and Salesforce Sales Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Sales Cloud.
Digital BSS
Source
Salesforce Sales Cloud
Destination
Compatibility
10 of 12
objects map 1:1 between Digital BSS and Salesforce Sales Cloud.
Complexity
BStandard
Timeline
6-10 weeks
Overview
Moving from Digital BSS to Salesforce is a platform-category migration: Digital BSS manages the full telecom BSS stack including OCS, PCRF, product catalog, and subscriber rating, while Salesforce operates as a CRM of record for accounts, contacts, opportunities, and service subscriptions. The migration requires translating a telecom data model into a CRM schema—Subscribers map to Accounts and Contacts with plan assignment preserved in custom fields, OCS prepaid balance buckets map to a custom OCS_Balance__c object, and tariff plans map to Salesforce Product2 records with custom fields for voice minutes, data volume, and SMS allowance. PCRF policy rules and AAA/HSS subscriber credentials do not migrate as code; we export the raw rule definitions as a translation manifest for the operator's network team to rebuild against the destination PCRF. We do not migrate network element identifiers, workflow automations, or OCS charging logic. Historical invoices migrate as PDF archives attached to the corresponding Account record.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Digital BSS object lands in Salesforce Sales Cloud, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Digital BSS
Subscribers
Salesforce Sales Cloud
Account + Contact
1:1Digital BSS Subscriber records map to Salesforce Account (for billing and enterprise-level records) and Contact (for individual subscriber records). The subscriber's service type, plan assignment, status, and balance reference migrate to custom fields on Account (bss_subscriber_id__c, bss_plan_id__c, bss_status__c) and Contact (bss_balance__c, bss_service_type__c). IMSI and MSISDN from the AAA/HSS layer map to custom Contact fields for network authentication reference. We preserve the source Subscriber ID as a dedupe key and cross-reference field.
Digital BSS
Service Plans / Tariffs
Salesforce Sales Cloud
Product2
1:1Digital BSS Service Plans include rating rules, chargeable events, and bundle allowances. We map each tariff plan to a Salesforce Product2 record with custom fields capturing voice_minutes__c, data_allowance_mb__c, sms_count__c, and bundle_constraints__c. Rating rules (per-second billing, peak/off-peak rates) do not migrate as executable logic; we document them in a Plan Definition Reference attached to the Product2 record for the billing team's review. Prepaid and postpaid plan designations map to a custom plan_type__c picklist.
Digital BSS
Billing Accounts
Salesforce Sales Cloud
Account + Custom Fields
1:1Digital BSS Billing Accounts link subscribers to payment methods, invoicing preferences, and AR records. We map account balances and credit limits to custom fields on the Salesforce Account (bss_ar_balance__c, bss_credit_limit__c, bss_payment_method__c). Tax configuration does not migrate because tax rules are destination-jurisdiction-specific; we flag the original tax configuration for the customer's finance team to rebuild in Salesforce Tax Settings or a connected tax engine. Invoicing preferences map to Account fields for billing address and billing cycle.
Digital BSS
OCS Buckets (Prepaid Balance)
Salesforce Sales Cloud
OCS_Balance__c (Custom Object)
1:1Prepaid balance buckets are critical real-time records with live monetary value. We create a custom OCS_Balance__c object with fields for subscriber_reference__c (lookup to Contact), bucket_type__c (voice/data/SMS/combined), balance_amount__c, currency__c, last_updated__c, and expiry_date__c. Cutover uses a two-phase write: first we write all bucket records to a shadow object and verify counts against the source, then after sign-off we activate the balances for live serving. This prevents double-spending during the migration window. We flag any bucket with a negative or null balance for manual resolution before cutover.
Digital BSS
Usage Records / CDRs
Salesforce Sales Cloud
Task + Custom Objects
1:1Call Detail Records and usage events are typically archived rather than migrated as live records. We extract the last-billed usage date per subscriber and set it as last_billed_usage_date__c on the Contact record to ensure no gap in rating when the new system goes live. For regulatory or billing dispute purposes, we export CDRs as a structured CSV archive and attach it to the Account as a ContentDocument. We do not replay historical CDRs into Salesforce Activities because the CRM is not a billing engine.
Digital BSS
Product Catalog
Salesforce Sales Cloud
Product2 + PricebookEntry
1:1The Digital BSS product catalog defines which services are offerable, with relationships to plans, pricing, and bundle constraints. We extract the full catalog tree and map it to Salesforce Product2 records with the product hierarchy preserved in a parent_product__c lookup. Pricing rules map to StandardPriceBook entries. Bundle constraints (mandatory add-ons, mutual exclusivity, capacity limits) are documented as custom fields on the Product2 record (bundle_constraints__c, required_addons__c) for the product manager to rebuild in Salesforce CPQ if quoting complexity requires it.
Digital BSS
PCRF Policy Rules
Salesforce Sales Cloud
PCRF_Rule_Manifest__c (Documentation Object)
lossyPCRF policy rules govern QoS, data caps, and policy enforcement and use vendor-specific syntax that does not port between BSS platforms. We export all PCRF rule definitions from Digital BSS as structured records in a custom PCRF_Rule_Manifest__c object with fields for rule_name__c, condition_logic__c, qos_profile__c, data_cap_mb__c, and source_xml__c. The operator's network team reviews and rebuilds these rules against the destination PCRF or policy engine. This manifest is a handoff artifact, not a migrated working rule set.
Digital BSS
AAA / HSS Records
Salesforce Sales Cloud
Contact Custom Fields
1:1Authentication, Authorization, and Accounting records plus Home Subscriber Server data manage device-level and subscriber-level network access. We map subscriber IMSI, authentication credentials (hashed), and device identifiers to custom fields on the Salesforce Contact record (imsi__c, auth_algorithm__c, device_id__c, hss_realm__c). Final network-side provisioning requires the operator's HSS team to activate these credentials in the destination HSS; we provide the credential payload but do not execute HSS provisioning.
Digital BSS
Orders / Subscriptions
Salesforce Sales Cloud
Order (Salesforce Standard) or Subscription__c (Custom Object)
1:1Order records for plan activations, changes, and cancellations map to Salesforce Order records if the destination org includes Order Management. Subscription records for recurring service provisioning map to a custom Subscription__c object with fields for subscriber_reference__c, plan_product__c, start_date__c, end_date__c, and status__c. Order history and status timestamps preserve for audit and billing dispute resolution. If the customer uses Salesforce Subscription Management (part of Revenue Cloud), we map to the standard Subscription object instead.
Digital BSS
Invoices
Salesforce Sales Cloud
ContentDocument (PDF) + Custom Object
1:1Historical invoices export as PDFs or structured records from Digital BSS. We map invoice line items to a custom Invoice__c object with fields for invoice_number__c, invoice_date__c, total_amount__c, and status__c, and attach the original PDF to the Account as a ContentDocument via ContentDocumentLink. Open AR balances flag for reconciliation before cutover so that no outstanding receivable is orphaned in Digital BSS. Tax line items do not recalculate; they preserve the original amounts from the source system.
Digital BSS
Custom Fields / Extensions
Salesforce Sales Cloud
Custom Fields
lossyDigital BSS platforms frequently use custom fields for operator-specific data such as loyalty points, VAS subscription flags, or region codes. We detect all custom field definitions, export their values per subscriber or account, and map them to equivalent Salesforce custom fields with appropriate data types (Number for loyalty points, Checkbox for VAS flags, Picklist for region codes). Custom field metadata (API name, data type, picklist values) is captured in a Field Inventory document for the customer's Salesforce admin to create before data import begins.
Digital BSS
Network Element Mapping
Salesforce Sales Cloud
Not Migrated
1:1Mapping between BSS records and physical or virtual network elements (e.g., MSC, GGSN, PGW identifiers, cell tower references) is platform-specific and not portable across BSS vendors. These records are scoped out of the migration entirely. We document the source network element identifiers in a Network Element Reference sheet for the operator's network team to cross-reference during PCRF and HSS reconfiguration in the destination environment.
| Digital BSS | Salesforce Sales Cloud | Compatibility | |
|---|---|---|---|
| Subscribers | Account + Contact1:1 | Mapping required | |
| Service Plans / Tariffs | Product21:1 | Mapping required | |
| Billing Accounts | Account + Custom Fields1:1 | Mapping required | |
| OCS Buckets (Prepaid Balance) | OCS_Balance__c (Custom Object)1:1 | Mapping required | |
| Usage Records / CDRs | Task + Custom Objects1:1 | Mapping required | |
| Product Catalog | Product2 + PricebookEntry1:1 | Mapping required | |
| PCRF Policy Rules | PCRF_Rule_Manifest__c (Documentation Object)lossy | Mapping required | |
| AAA / HSS Records | Contact Custom Fields1:1 | Mapping required | |
| Orders / Subscriptions | Order (Salesforce Standard) or Subscription__c (Custom Object)1:1 | Fully supported | |
| Invoices | ContentDocument (PDF) + Custom Object1:1 | Mapping required | |
| Custom Fields / Extensions | Custom Fieldslossy | Mapping required | |
| Network Element Mapping | Not Migrated1:1 | Not supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Digital BSS gotchas
Legacy BSS data inconsistency blocks clean migration
PCRF and HSS rule translation requires manual work
Prepaid OCS bucket cutover must be atomic
Custom product bundles do not auto-map between vendors
Salesforce Sales Cloud gotchas
Workflow Rules and Process Builder are retired
Bulk API batch quota exhaustion during large imports
Storage overage billing is non-obvious
Account-Contact many-to-many relationship mapping
Territory and team member import ordering dependencies
Pair-specific challenges
Migration approach
Discovery and BSS schema audit
We audit the source Digital BSS instance across all supported objects: subscribers, service plans, OCS buckets, billing accounts, product catalog, PCRF rules, AAA/HSS records, orders, invoices, and custom field definitions. We extract the full object schema including field names, data types, picklist values, and inter-object relationships. We pair this with a destination Salesforce edition assessment: Sales Cloud Professional covers most CRM-layer migrations; Sales Cloud Enterprise is required if the customer needs record-triggered Flows, advanced reporting types, or custom objects at scale. The discovery output is a written Migration Scope document covering every object, its mapping type, and any tier or license constraints on the destination.
Pre-migration reconciliation and discrepancy resolution
We run a reconciliation pass against all subscriber, balance, and plan assignment records before writing any data to Salesforce. This includes duplicate detection on MSISDN and IMSI, balance variance analysis against expected values, plan assignment cross-check against the product catalog, and identification of orphaned or inactive records. We produce a Discrepancy Report listing every record with a variance above threshold. The operator's billing team resolves flagged records before migration begins. We do not migrate data with unresolved balance discrepancies because doing so transfers the inconsistency into Salesforce.
Schema design and Salesforce custom object creation
We design the destination schema in Salesforce. This includes provisioning custom objects (OCS_Balance__c, Subscription__c, PCRF_Rule_Manifest__c, Invoice__c), custom fields on Account and Contact (subscriber IDs, plan references, balance fields, IMSI, auth fields), Product2 records with allowance fields from tariff plans, and Pricebook entries. We deploy the schema into a Salesforce Sandbox first for validation. Custom field API names follow the bss_ prefix convention for clear lineage. We do not configure Salesforce Tax Settings, CPQ bundle constraints, or OCS integrations in this step; those are documented for the billing and network teams to configure post-migration.
Sandbox migration and sign-off
We run a full migration into a Salesforce Sandbox (Full Copy or Partial Copy) using production-like data volume. The customer's billing and operations leads reconcile record counts across all objects, spot-check 25-50 random subscriber records against the Digital BSS source, verify OCS bucket balance totals, and confirm plan assignments on a sample of accounts. The PCRF Rule Manifest and HSS Credential Export are reviewed by the network team for completeness. Any mapping corrections happen in this phase. The customer signs off the sandbox migration before production cutover is scheduled.
Production migration in dependency order
We run production migration in record-dependency order: Account and Contact first (from subscriber records), then OCS_Balance__c (with two-phase cutover verified by the billing team), then Product2 and Pricebook entries (from tariff plans), then Subscription__c records (from order and subscription history), then Invoice__c and ContentDocument attachments (from historical invoices), then custom fields and PCRF/HSS manifest records. PCRF rules and HSS credentials are exported as manifests only; they are not activated in production during this step. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, balance verification, and network handoff
We freeze Digital BSS writes during a scheduled cutover window. Any records modified during the migration window are delta-migrated before cutover completes. The billing team performs a final balance verification pass on the OCS_Balance__c records. After sign-off, we hand off the PCRF_Rule_Manifest__c and HSS_Credential_Export__c records to the operator's network team for PCRF rebuild and HSS re-registration. We deliver the Bundle Definition Reference, Workflow Inventory (for any BSS workflow equivalents requiring Salesforce Flow rebuild), and this migration's object map as permanent artifacts. We support a one-week hypercare window for reconciliation issues. We do not configure Salesforce Flow, CPQ, or OCS integrations as standard scope; these are separate engagements.
Platform deep dives
Digital BSS
Source
Strengths
Weaknesses
Salesforce Sales Cloud
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Digital BSS and Salesforce Sales Cloud.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Digital BSS: Not publicly documented; varies by deployment and operator contract.
Data volume sensitivity
Digital BSS exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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