Migrate from Infor CloudSuite Customer Relationship Management (CRM) to Salesforce Sales Cloud

Infor CRM Accounts are the top-level organizational records holding company-level data including SIC code, revenue, employee count, and territory assignments. We map these directly to Salesforce Account, using Account Name and a composite dedupe key (Name plus City) to avoid duplicate Account creation during import. Territory assignments from Infor's CRM tab on the Customers form map to a custom field Account_Territory__c pending Salesforce Territory management configuration.

Infor Sales Contacts link to Accounts and store name, role, phone, and email. We deduplicate Contacts on email address during migration preparation because Infor's Outlook integration creates duplicate records that may have accumulated over years of use. We preserve any Infor-specific contact role fields in custom Contact fields. The Salesforce Contact's AccountId is resolved by matching the parent Account Name from Infor.

Infor Opportunities track deal stage, value, probability, and close date and link to Accounts and Owners. We map StageName directly from Infor stage, Amount from value, Probability from the Infor probability field, and CloseDate from the close date. OwnerId resolves via email match against Salesforce Users. Infor Opportunity notes and descriptions migrate as Salesforce Opportunity Description.

Infor Leads are captured via the Leads form and can be converted to Opportunities. We migrate the Lead record including status, source, and owner. If the destination uses Salesforce's standard Lead object for pre-conversion records, we map Infor Lead fields to Salesforce standard Lead fields and preserve any Infor-specific source attribution fields in custom Lead fields.

Sales Forecasts in Infor CRM aggregate Opportunities into forecast periods defined by the Sales Periods form — named date-range constructs that are a distinct schema, not standard date fields. We decompose each Sales Period into start date and end date boundaries, map forecast totals to a custom Opportunity field Forecast_Period_Total__c, and apply the period close date to the Opportunity CloseDate. The customer configures Salesforce Forecasts with the resulting date windows post-migration.

Infor Activities and Events track calls, meetings, notes, and tasks with due dates and owner assignments against Contacts or Opportunities. We map Activity type, description, date, and owner to Salesforce Task (for calls and tasks) and Event (for meetings). Infor's Sales Contact Interactions and Customer Interactions migrate as Task records with IsTask=True and TaskSubtype set per activity type. Owner resolution is by email match to Salesforce User.

Infor Campaigns store campaign type, status, start/end dates, and budget. Campaign Items link products or contacts to a campaign. We migrate Campaigns preserving campaign type, status, start/end dates, and budget. Campaign Items migrate as Campaign Member records linking the Campaign to the migrated Contact or Lead.

Infor Products and price lists are managed in the CRM for quoting. The Price List form stores pricing tiers. We migrate the product catalog to Salesforce Product2 with Standard Price Book entries. Complex tiered pricing requires validation against the destination Pricebook structure because Infor's multi-tier pricing model may require a custom Pricebook or custom field to represent all tiers.

Infor Quotes and Orders link to Opportunities and Accounts. The Quote holds products, prices, and discounts. We migrate Quote headers and line items with Opportunity and Account lookups preserved. Quote PDFs and attached documents migrate as Salesforce ContentDocument records linked to the Quote via ContentDocumentLink.

Infor CRM's ticketing system stores support cases with status, priority, assigned agent, and conversation history. We map the ticket record, linked Account/Contact, status, priority, and notes to Salesforce Case. Multi-line ticket conversations migrate as Case Comments. If the destination Salesforce org does not include Service Cloud, tickets migrate as custom Case records with a custom status field.

Infor CRM supports custom fields with Infor-specific field types including picklists, dates, and lookups. We inventory every custom field on every object during scoping, map Infor picklists to Salesforce picklists, Infor date fields to Salesforce date fields, and Infor lookup fields by resolving the referenced record ID and mapping to the appropriate Salesforce Lookup. Custom field definitions and mappings are documented in the field mapping spreadsheet before any data load.

Territory assignments in Infor CRM map sales reps to geographic or account-based regions. Quotas are set per rep per territory per period. We migrate the territory structure as Salesforce Territories (if Enterprise Territory Management is enabled) or as a custom Territory object. Quota values migrate as custom fields on the User or as a custom Quota object with a lookup to User.

Users in Infor CRM serve as record Owners and are linked to Territories. We map Users to Salesforce User records by email match. Any Infor User without a matching Salesforce User goes to a reconciliation queue for the customer's admin to provision. Owner resolution on Opportunities, Tickets, and Activities cannot proceed until all Owner references are mapped.

Infor CRM uses Groups to segment records — a Group is a saved query result with a name. We inventory every active Group during scoping, document the query criteria, and replicate the segment in Salesforce as a Campaign with the member list loaded or as a custom List object with a matching criteria-based membership. The customer chooses the target structure during scoping.