Migrate from Empire SUITE to Salesforce Sales Cloud

Empire Suite Clients map directly to Salesforce Accounts. Client name becomes Account.Name, phone becomes Phone, email becomes a custom field or secondary contact lookup. Primary billing address maps to Account.BillingAddress. Multiple client contacts in Empire Suite become separate Contact records linked via AccountId.

Client contact records map to Salesforce Contacts. First name, last name, email, phone, and job title transfer directly. Contact type flags in Empire Suite (e.g., Primary, Billing, Technical) map to custom pick-list fields on Contact or to Contact.Salutation if a prefix field exists in the source.

Empire Suite Projects map to Salesforce Opportunities with significant custom field additions. Project name becomes Opportunity.Name. Start date and end date map to Opportunity.CloseDate (end date) with a custom ProjectStartDate__c field. Budget amount maps to a custom BudgetAmount__c currency field. Billing rate type (hourly, fixed-fee, milestone) requires RecordTypeId assignment per value-mapping rule.

For complex project accounting with multiple billing tiers, a custom Project__c object provides the schema flexibility that Opportunity's standard fields cannot accommodate. Project__c links to Account via AccountId lookup, stores ProjectNumber__c as external ID, and holds BudgetAmount__c, BillingRate__c, CostRate__c, and Status__c fields with value-mapping applied per billing type.

Empire Suite Time Entries map to Salesforce Tasks. Task.Subject receives a formatted string combining project name + employee name + date. Task.ActivityDate receives the time entry date. Custom fields capture hours worked (BillableHours__c), billing rate (BillingRate__c), and cost rate (CostRate__c) as decimal fields. Task.WhatId links to the related Project Opportunity or Project__c record.

Time Entries with a meeting type flag in Empire Suite (e.g., 'Client Meeting', 'Internal Review') split to Salesforce Events instead of Tasks. Event.Subject receives the project-task description. Event.DurationInMinutes receives the logged duration. Custom Billable__c checkbox and BillingRate__c fields carry financial data. Event.WhatId links to the related Opportunity or Project__c.

Empire Suite Expenses require a custom Expense__c object since Salesforce has no native expense entity. Expense__c stores ExpenseDate__c, Amount__c, Category__c (value-mapped from source categories), ReimbursementStatus__c, and Description__c. Expense__c links to Opportunity via WhatId or to a Project__c custom object via Project__c lookup for budget attribution.

Empire Suite Employees serve dual roles — internal time-trackers and client-contact equivalents. Active employees who will use Salesforce become User records matched by email. Their employee record data (cost rate, billing rate, title) becomes custom fields on User (CostRate__c, BillingRate__c) or on a parallel Contact record for reporting purposes. Inactive employees become Contacts only for historical reference.

Employee cost rates in Empire Suite (hourly cost to the company) have no Salesforce equivalent. We create a CostRate__c custom currency field on User for internal utilization reporting. This field calculates margin when BillableHours__c from Time Entries are multiplied by the difference between CostRate__c and BillingRate__c in a custom report type.

Billing rates in Empire Suite vary by project and employee (hourly rates, fixed fees, milestone amounts). These map to custom currency fields on the Project__c custom object or Opportunity: HourlyBillingRate__c, FixedFeeAmount__c, MilestoneBillingAmount__c. RecordTypeId assignments per billing type determine which fields are visible on the page layout via field-level security and page layout assignment rules.

Any Empire Suite custom properties (fields added beyond standard schema) map to Salesforce custom fields with __c API suffix. Pick-list custom properties require value-by-value mapping to Salesforce pick-list values. Date custom properties map to Date fields. Number custom properties map to Number fields with appropriate precision and scale. Long-text custom properties require LongTextArea fields with character limits above 255.

File attachments on Empire Suite records (Projects, Time Entries, Expenses) re-upload to Salesforce as ContentDocumentLink records attached to the migrated parent record. Files with a ContentDocument Library designation migrate to Salesforce Files with public library visibility. Files attached to specific records migrate as private ContentVersion records linked via ContentDocumentLink to the corresponding Opportunity or Project__c record.