Migrate from FunnelMaker to Salesforce Sales Cloud

FunnelMaker Contacts map to either Salesforce Lead (unqualified, early-stage records) or Contact attached to Account (qualified records with a company association). We apply a split rule during scoping based on the customer's FunnelMaker contact lifecycle model. Contacts with a linked FunnelMaker Company record and a closed or advanced stage property map to Contact with AccountId resolved; Contacts without a Company link or in early stages map to Lead. The original FunnelMaker contact stage and any lead score value migrate to a custom field for audit.

FunnelMaker Company records map directly to Salesforce Account. The Company name becomes Account Name; the Company domain or website becomes the Account Website field used as a dedupe key during import. We create the Account record before the Contact phase so that AccountId is available at Contact insert time. All Company-level custom fields (address, industry, employee count) map to typed Salesforce Account fields or custom fields.

FunnelMaker Opportunity records map to Salesforce Opportunity. The Opportunity name, amount, close date, owner, and custom fields migrate directly. We resolve FunnelMaker owner email to Salesforce User ID before import so OwnerId is populated. Closed-won and closed-lost status from FunnelMaker map to the equivalent Salesforce StageName values. Any Opportunity-level custom fields preserve their FunnelMaker values in Salesforce custom fields of matching type.

Each FunnelMaker Pipeline becomes a Salesforce Record Type on Opportunity with a corresponding Sales Process that whitelists the FunnelMaker pipeline stage values as Salesforce StageName entries. We configure the Record Type, assign Page Layouts, and set the stage probability values before migration begins. Probability percentages round to the nearest integer allowed by Salesforce.

FunnelMaker call logs (from the built-in click-to-dial feature) migrate to Salesforce Task with TaskSubtype set to Call. Call duration, timestamp, owner, and linked contact reference migrate to custom Task fields (call_disposition__c, call_duration_seconds__c). ActivityDate is set to the original FunnelMaker call timestamp to preserve the timeline. Audio recordings and transcription text are not migrated due to file size, format variability, and compliance constraints.

FunnelMaker email activity migrates to Salesforce EmailMessage records (the email body and headers) linked to a Task record for the activity timeline. WhoId on Task points to the converted Lead or Contact; WhatId points to the related Opportunity or Account. Subject, body, sender, recipient, and timestamp transfer directly. EmailMessage records preserve thread continuity for follow-on emails.

FunnelMaker tasks map to Salesforce Task with Status, Priority, ActivityDate, and subject preserved. Task owner migrates by resolving FunnelMaker owner email to Salesforce User ID via the User mapping. Any FunnelMaker task custom fields map to Salesforce Task custom fields of equivalent type.

FunnelMaker notes migrate to Salesforce Note records linked via ContentDocumentLink to the parent record (Lead, Contact, Account, or Opportunity). Note title, body (rich text), and timestamp transfer directly. Any inline image attachments in FunnelMaker notes become separate ContentDocument records linked to the same parent.

FunnelMaker meeting records migrate to Salesforce Event. StartDateTime, EndDateTime, Subject, Location, and description transfer directly. EventRelation records link attendees to the converted Lead, Contact, or User. The meeting type or outcome from FunnelMaker maps to a custom Event field for categorization.

FunnelMaker unlimited user-defined fields and custom objects migrate to Salesforce Custom Objects with __c API names matched to the FunnelMaker object names. We pre-create the destination schema during discovery: all custom fields with Salesforce field types (text, number, picklist, date, lookup), validation rules, and page layouts are deployed into a Sandbox org before data import begins. Custom object records import last because they frequently have lookup dependencies on standard objects.

FunnelMaker lead scores calculated from customizable demographic and behavioral rules migrate as numeric property values on the Salesforce Lead or Contact record (score__c). The scoring rule logic itself (weighting, thresholds, contributing factors) is documented in a written handoff document that the customer's admin uses to rebuild equivalent Salesforce Flow scoring logic post-migration. The raw score values transfer immediately; the rules require rebuild.

FunnelMaker drip campaigns (email sequences tied to contact segments and time-based delays) have no direct Salesforce equivalent as a migrated artifact. We extract the campaign structure: segment criteria, step sequence, step timing, email content summary, and associated contact lists. This information is delivered as a written drip campaign inventory with a recommended Salesforce Flow sequence equivalent for each campaign. The customer reviews and rebuilds each sequence in Salesforce Flow, Flow Builder, or a sales engagement tool like Sales Engagement (High Velocity Sales).

FunnelMaker Tags and Groups used for contact segmentation migrate to Salesforce Campaigns (for list-based segmentation) or to multi-select picklist fields on Contact and Lead (for field-based tagging). We inspect the customer's tag usage during discovery to determine which strategy applies. Tags used primarily for marketing list segmentation map to Campaign with CampaignMember records; tags used as CRM attributes (industry tag, role tag) map to multi-select picklist fields.

FunnelMaker documents (stored files and signature requests) migrate as Salesforce ContentDocument records linked via ContentDocumentLink to the parent Contact, Account, or Opportunity record. Document metadata (file name, type, size, upload date, signature status) transfers to Salesforce ContentVersion and ContentDocument fields. File content transfers where FunnelMaker export access is available; customers with restricted file access export documents manually and we associate them post-import.

FunnelMaker record owners (assigned by email) map to Salesforce User records by email match. Any FunnelMaker owner without a matching Salesforce User is placed in a reconciliation queue for the customer's admin to provision before record import continues. Inactive FunnelMaker owners map to an inactive Salesforce User or a System User placeholder to preserve the owner attribution without blocking the import.