Migrate from Eagle CRM to Salesforce Sales Cloud

Eagle CRM contacts map to Salesforce Contact by default. Contacts marked as 'prospect' status or without a closed deal route to Salesforce Lead. The split rule is configurable per Eagle CRM contact property — we recommend routing by status field or last activity date.

Eagle CRM companies map 1:1 to Salesforce Accounts. The primary company association on Eagle CRM contacts populates AccountId on the migrated Contact record. Eagle CRM parent-child company hierarchies map to Salesforce ParentId on Account, preserving organizational structures across both systems. Address and industry data from Eagle CRM company records transfer to corresponding Account fields.

Salesforce Sales Cloud has no native Contract object — it exists only in Salesforce Field Service or Revenue Cloud. We create a custom Contract__c object with fields for contract amount, start date, end date, terms, and a lookup to the related Account and Contact from Eagle CRM.

Eagle CRM deal pipelines become Salesforce Sales Processes keyed by Record Type. Each pipeline in Eagle CRM requires a corresponding record type in Salesforce so the Opportunity Stage pick-list values are scoped correctly per deal category. Pipeline stage names map to StageName values value-by-value.

Eagle CRM call logs map to Salesforce Tasks with Type='Call' and the original duration preserved. Email activities map to Tasks with Type='Email'. Meeting records map to Salesforce Events with original start/end times and the assigned owner retained from Eagle CRM.

Eagle CRM notes migrate as Salesforce Notes (ContentNote for Lightning). Rich-text formatting in Eagle CRM notes is preserved as HTML in the Salesforce Note Body field. Notes attach to the parent Contact, Account, or custom Contract__c record based on their source record in Eagle CRM.

Every Eagle CRM custom property on contacts, companies, or contracts requires a corresponding Salesforce custom field with the __c suffix. We create these via the Salesforce Metadata API before the data migration run. Pick-list custom properties in Eagle CRM map to Salesforce pick-list or multi-select pick-list fields with value-by-value mapping.

Eagle CRM file attachments re-upload to Salesforce Files using ContentVersion and ContentDocumentLink. Each attachment creates a ContentVersion record linked to the parent Contact, Account, or Contract__c record. Files exceeding Salesforce's 25MB per-file limit are flagged for chunked upload or alternative storage.

Eagle CRM owner IDs resolve to Salesforce User records by email address match. Unmatched owners are flagged in the pre-flight report — your team either provisions Salesforce users before migration or assigns those records to a fallback owner. No record lands in Salesforce without a valid OwnerId.

Eagle CRM contact tags have no native Salesforce equivalent. Tags migrate as a custom text field (Contact_Tags__c) storing the comma-separated tag values for reference. This approach preserves tag data but limits filtering capabilities. If tag-based segmentation is critical for reporting or automation, we can create a custom tag-junction object for querying that supports dynamic list views and segment-based workflows.

Eagle CRM's property-specific records (listings, units, lease terms) require a custom Property__c object in Salesforce since Sales Cloud has no native real-estate object. We create the schema based on Eagle CRM property fields and link properties to Accounts via a lookup field.

Eagle CRM workflows, leasing sequences, and automation rules do not have a Salesforce equivalent that preserves logic. FlitStack exports the workflow definitions as structured JSON and PDF documentation so your Salesforce admin can rebuild them in Flow or Process Builder after migration.