Migrate from FieldPro to Salesforce Sales Cloud

Analyze FieldPro data model and map to Salesforce schema

We begin by connecting to FieldPro's REST API (or exporting via CSV) to enumerate every object, custom field, and relationship present in your deployment. We cross-reference this against Salesforce's standard objects and deliver a field-level mapping document that identifies which FieldPro fields map directly, which require custom field creation, and which have no Salesforce equivalent and will be preserved as reference fields. This analysis typically takes 2–4 business days and is completed before any data moves.

Create Salesforce custom fields and configure target schema

Using the mapping document, your Salesforce admin (or our team) creates the required custom fields on Account, Task, Opportunity, and Product2 objects. GPS coordinate fields on Task, outlet classification pick-lists on Account, and ERP reference fields all get __c fields before migration begins. We deliver a Salesforce Setup checklist so the schema is ready before validation runs. This step is the longest pre-migration activity for FieldPro deployments with heavy custom-field usage.

Export and transform FieldPro data into Salesforce-compatible format

FlitStack exports all objects from FieldPro via its REST API or CSV export endpoints, then runs the data through a transformation layer. This layer applies value mappings for outlet types and order statuses, resolves outlet references to AccountIds, matches users by email to Salesforce UserIds, and splits GPS coordinates into separate latitude and longitude fields. Transformed data is staged in CSV format matching Salesforce's import requirements for Bulk API ingestion.

Run sample migration and validate field-level accuracy

A representative slice of records — typically 200–500 across outlets, visits, orders, and products — migrates into your Salesforce sandbox first. We generate a field-level diff showing every source value and its destination counterpart so you can verify outlet classification mapping, GPS field population, order-to-opportunity stage mapping, and owner resolution before the full run commits. Adjustments to the mapping logic happen at this stage with no risk to live data.

Execute full migration with delta-pickup window

The full migration runs against your Salesforce production org. A delta-pickup window (24–48 hours after the primary run) captures any outlet or order records modified in FieldPro during the cutover period. FlitStack maintains a scoped read-access integration to FieldPro during this window so your team can continue working without interruption. After the delta window closes, FieldPro is placed in read-only mode for the final switchover.

Validate data integrity and deliver migration audit log

Post-migration, we run record-count reconciliation against FieldPro's export totals and spot-check key fields — account names, order amounts, visit timestamps, and GPS coordinates. We deliver a CSV audit log listing every migrated record with its FieldPro source ID and Salesforce ID. If reconciliation fails within the rollback window, one-click rollback reverts the Salesforce org to its pre-migration state. We also deliver a Workflow Rebuild Reference document listing every FieldPro automation with its trigger and action logic for your Salesforce admin to use when rebuilding in Flow.