Migrate from Effort to Salesforce Sales Cloud

Effort workers map directly to Salesforce Contacts. Salesforce requires an AccountId on Contact for most workflows — workers without a primary company assignment land on a default 'Unassigned' Account record. We preserve the original Effort worker ID as Source_System_ID__c, and map the worker's active flag, role, and department to custom fields on the Contact for ongoing reporting and segmentation.

Effort tasks map to Salesforce Tasks with Subject, Status, Priority, and ActivityDate preserved. Original timestamps and Effort-assigned worker stored as custom fields. Salesforce Task supports WhatId (related-to) linking to Account or custom project objects. Custom task fields from Effort are mirrored as Task __c fields after Salesforce-side creation, and the WhatId is set to the migrated Project__c or Location__c record for full context.

Effort projects do not map to any standard Salesforce object. We create a custom Project__c object in Salesforce with Name, Status__c, StartDate__c, EndDate__c, and assigned technician lookup. Projects link to Accounts via a lookup relationship. Any custom fields on Effort projects are added to Project__c as __c fields, and project milestones can be represented as related Task records for detailed scheduling and tracking.

Effort locations store address, latitude, longitude, and service-area radius. Salesforce has no native location-type object. We create Location__c with Address__c, Latitude__c, Longitude__c, and Service_Area_Radius__c as custom fields. Locations link to Account or Project via lookup. If you activate Salesforce Field Service, these coordinates can be used with the native Geolocation field on WorkOrder, enabling route planning and proximity-based assignment without additional custom code.

Effort attendance records combine check-in time, check-out time, distance traveled, and notes. We split these into a Salesforce Task for the day's logged activity and a custom Attendance_Log__c record for the structured time-and-distance data. Both link to the Contact (worker) record.

Effort inline custom fields on workers migrate as Contact custom fields with __c suffix. Each field requires Salesforce-side creation before migration loads data. Field type mapping: text → Text(255), number → Number, picklist → Picklist with value-by-value mapping. We also preserve help text, default values, and required flags from Effort, mapping them to the corresponding Salesforce field properties so that validation rules and page layout settings remain after the load.

Effort custom fields on tasks map to Task custom fields in Salesforce. Task has fewer available field slots than custom objects — complex Effort task schemas may require a custom Task_Extension__c junction object to preserve all metadata. We also translate Effort picklist values to Salesforce picklist values, retain any required flags, and store the original Effort task ID as Source_System_ID__c for reference and delta sync.

Effort project custom fields migrate to Project__c custom fields. Since Project__c is a custom object, any number of custom fields can be added without the Task object constraints. All custom field creation is planned and delivered before the migration load.

Effort users (technicians) map to Salesforce Users for login access and to ServiceResource records for field-service capacity and scheduling. Email match resolves Effort user to Salesforce user. ServiceResource links to the Contact (technician) record. If Salesforce Field Service is not active, ServiceResource is informational only.

Effort file attachments on tasks, projects, or workers re-upload to Salesforce Files. Files attach to the corresponding Salesforce record via ContentDocumentLink, preserving the original file name, content type, and creation date. Salesforce file size limit is 25MB per file; files exceeding this are flagged before migration, and larger assets can be stored in a linked external repository with a reference URL stored on the record.

Every migrated record receives a Source_System_ID__c custom field storing the original Effort record ID. This enables delta-run de-duplication, rollback reference, and cross-system audit trails without relying on Salesforce auto-assigned IDs. The field is indexed for fast querying, allowing you to match incoming Effort changes to existing Salesforce records and to generate reconciliation reports that compare source and destination data side by side.