Migrate from Formitize to Salesforce Sales Cloud

Formitize Clients map directly to Salesforce Accounts. Client name becomes Account.Name, address fields map to BillingAddress, and domain/website maps to Account.Website. Formitize allows multiple locations per client — secondary locations migrate as Salesforce Account Contact Relations or as address records on a custom junction object.

Formitize Contacts map to Salesforce Contacts with AccountId as the required lookup. Salesforce requires a primary AccountId for every Contact — Formitize contacts without a linked client get attached to a default 'Unassigned Account' record or are flagged for manual resolution before migration runs.

Formitize stores primary and billing addresses per client. The primary address maps to Account.BillingAddress; secondary addresses map to Account.ShippingAddress. If a client has multiple secondary locations, additional addresses can be stored as separate ShippingAddress records or migrated to a custom Address__c junction object, preserving each location’s city, state, postal code, and country. GPS coordinates from Formitize Location Zones map to custom Latitude__c and Longitude__c fields on Account, enabling map-based visualizations.

Formitize Assets with their Asset Types, custom columns, zone information, and client links map to Salesforce's native Asset object. Asset fields include Name, AccountId (linked to the migrated Account), Asset Provided By, Asset Serviced By, Status, and custom fields. Formitize GPS location data maps to Location Latitude/Longitude on the Salesforce Asset record.

Formitize Jobs translate to Salesforce Opportunities. Job name becomes Opportunity.Name, job status maps to a custom Job_Status__c pick-list field, and job amount maps to Opportunity.Amount. Formitize JobLink webpage URLs are stored as a custom text field for reference. Pipeline mapping follows Formitize's job stage names mapped to Salesforce Opportunity Stage values.

Formitize QuoteAccept quotes migrate as Salesforce Opportunities with a custom Quote_Status__c field capturing acceptance state, QR link, SMS/email delivery timestamps. Accepted status is mapped via a value_mapping transformation. Note: native Salesforce quotes require Salesforce CPQ — if CPQ is not in scope, we build a custom quote object instead.

Formitize PayNow invoices have no direct Salesforce equivalent. We create a custom Invoice__c object with fields for Invoice_Number__c, Amount__c, Status__c (value-mapped from Formitize status), Invoice_Date__c, Due_Date__c, and AccountId__c lookup. Invoice PDF attachments are re-uploaded to Salesforce Files linked to the invoice record.

Formitize User Resources (Training, Qualifications, Uploads, Notes) are form-defined and stored per user. These migrate to a custom Training_Record__c object with fields for Type__c, Name, Completed_Date__c, User_Linked__c (lookup to Salesforce User), and an Attachment__c field for the uploaded document. All uploaded files are re-linked as Salesforce Files attached to the Training_Record__c record, and any existing training expiry dates become custom Expiry_Date__c fields for reminder workflows.

Formitize Contact Variables (custom fields per contact) map to Salesforce custom fields on the Contact object with __c suffix. Types are preserved: text fields become Text(255), date fields become Date, pick-list fields become Picklist with the source values migrated as allowed values.

Formitize Job custom fields migrate as Opportunity custom fields. If a Formitize custom field uses a specific pick-list, we create a corresponding Salesforce pick-list with identical values. Job templates are preserved as Opportunity record-type-specific page layout fields. Pick-list values are migrated as allowed values with any Formitize default set as the Salesforce default, and field help text is copied to the Salesforce field description for user guidance.

Formitize job attachments, client documents, and form uploads re-upload to Salesforce Files (ContentDocument/ContentVersion model). Files are linked to the parent record via ContentDocumentLink. Salesforce's default file size limit is 25MB per file — larger files are flagged and re-hosted externally with a URL stored as a custom field.

Formitize users map to Salesforce users by email address. If a Formitize user has no matching Salesforce user, their records are assigned to a fallback owner (typically the admin) and flagged in the migration report for owner re-assignment before go-live.