Migrate from Freshmarketer to Salesforce Sales Cloud

Freshmarketer Contacts map to Salesforce Lead or Contact depending on Lifecycle Stage. Contacts with Lifecycle Stage of subscriber, lead, or marketing qualified lead map to Salesforce Lead. Contacts at sales qualified lead, opportunity, customer, or evangelist map to Salesforce Contact tied to an Account. We compute the split at migration time using the lifecycle_stage property and preserve the original Freshmarketer Lifecycle Stage in a custom field fm_original_lifecycle__c on both Lead and Contact for reporting continuity.

Freshmarketer Company records map directly to Salesforce Account. The company domain becomes the Account Website field and is used as the dedupe key during import. We resolve any contacts with a company association at migration time and populate the AccountId lookup on the Contact record immediately after Account creation to satisfy Salesforce's required lookup relationship.

Freshmarketer Deals map to Salesforce Opportunity. The dealstage property maps to Salesforce StageName and the Freshmarketer pipeline assignment maps to a Salesforce Record Type and Sales Process that we configure before migration. Custom deal fields migrate to Salesforce custom Opportunity fields. Closed-Lost and Closed-Won dates from Freshmarketer migrate to Opportunity CloseDate with the original stage name preserved in a custom field.

Freshmarketer deal pipelines map to Salesforce Record Types on Opportunity. Each Record Type gets its own Sales Process that whitelists the relevant stage values. Stage probability percentages migrate from Freshmarketer to Salesforce StageProbability. If Freshmarketer has multiple pipelines, each becomes a separate Record Type with scoped Page Layouts per line of business.

Freshmarketer email engagement logs migrate to Salesforce EmailMessage records linked to a parent Task (the activity timeline entry). The WhoId on Task points to the migrated Lead or Contact; the WhatId points to the related Opportunity or Account. Email body content, subject, direction (inbound/outbound), and timestamp preserve.

Freshmarketer call activity logs map to Salesforce Task with TaskSubtype=Call. Call duration and disposition values transfer to custom Task fields. Activity timeline ordering is preserved by setting ActivityDate to the original Freshmarketer timestamp.

Freshmarketer meeting records map to Salesforce Event with StartDateTime, EndDateTime, and Location preserved. Attendee information maps to EventRelation records pointing at the migrated Leads, Contacts, and Users.

Freshmarketer Notes migrate to Salesforce Note records linked via ContentDocumentLink to the parent record (Lead, Contact, Account, or Opportunity). Note body migrates as plain text. File attachments on notes migrate as ContentDocument records linked to the same parent.

Freshmarketer task records map to Salesforce Task with Status, Priority, and ActivityDate preserved. Task owner assignment migrates by resolving Freshmarketer owner IDs to Salesforce User IDs via the User mapping.

Freshmarketer Segments have no direct Salesforce equivalent. We map segment criteria to Salesforce Campaigns with static membership lists, or to a combination of Campaign and CampaignMember Status for dynamic segmentation. Active segment membership at cutover is captured as Campaign Member records. The segment criteria logic is documented for manual rebuild in Salesforce Flow or Marketing Cloud Account Engagement List.

Freshmarketer Marketing Contacts is a billing concept identifying contacts enrolled in email, SMS, or WhatsApp campaigns. We flag which contacts were Marketing Contacts at migration time in a custom field fm_marketing_contact__c and map opt-in/opt-out status to Salesforce HasOptedOutOfEmail. Contacts enrolled in active campaigns at cutover are added as Campaign Members. This preserves the billing-relevant data for the customer's future planning.

Freshmarketer Users referenced as record owners map to Salesforce User records by email match. Any Freshmarketer Owner without a matching Salesforce User goes to a reconciliation queue for manual provisioning before record import proceeds. Active versus inactive status on the Freshmarketer user maps to Salesforce User Active flag.

Freshmarketer Tags (applied to contacts, companies, and deals) migrate as Salesforce multi-select picklist fields on the corresponding object. Tag values are de-duplicated and pre-created in the destination schema before migration so that the picklist is whitelisted.

File attachments on Freshmarketer contacts, deals, and activities are exported to a file store and uploaded to Salesforce as ContentVersion records linked to the parent record via ContentDocumentLink. Attachment filename and content type preserve.