Migrate from InStream to Salesforce Sales Cloud

InStream Contact records migrate directly to Salesforce Contact. All standard fields (Name, Email, Phone, Title, Company) map 1:1. Social profile URLs from LinkedIn, Twitter, and Facebook transfer to custom URL fields on Contact. Custom fields migrate to equivalent Salesforce custom fields after schema discovery during the discovery phase.

InStream Company records map to Salesforce Account. The Company Name becomes Account Name; industry and website fields map to Industry and Website. Companies linked to Contacts resolve the AccountId reference during Contact migration using Company Name as the lookup key.

InStream Deals map to Salesforce Opportunity. Deal name maps to Opportunity Name, deal value to Amount, and stage name to StageName with probability weights. The pipeline assignment becomes a Record Type or Sales Process in Salesforce. Closed-Lost and Closed-Won outcomes migrate as stage values.

InStream pipeline stages are free-text labels without enforced order or taxonomy. We capture the stage name-to-order mapping during discovery and configure Salesforce StageName values with corresponding probabilities. Stage mapping is validated against the customer's deal flow before production migration begins.

InStream Lists segment Contacts for targeted outreach. We migrate list membership as Salesforce Campaign with Campaign Member records linking Contacts to the Campaign, or as a custom Tag field depending on how the customer uses lists day-to-day. List-to-Campaign strategy is confirmed during scoping.

InStream email history attached to Contacts migrates to Salesforce EmailMessage records linked to Tasks. Email subject, body, direction (inbound/outbound), and timestamp transfer. The WhoId on Task points to the migrated Contact; the Activity timeline preserves chronological order by ActivityDate.

InStream call records migrate to Salesforce Task with TaskSubtype set to Call. Call duration, disposition, and outcome transfer to custom fields. ActivityDate is set to the original InStream call timestamp to preserve the timeline sequence across the migration.

InStream meeting records migrate to Salesforce Event with StartDateTime, EndDateTime, and Location preserved. Attendee information maps to EventRelation records linked to the Contact. Subject line becomes the Event Subject.

InStream notes attached to Contacts migrate to Salesforce Note records linked via ContentDocumentLink to the parent Contact. Note body transfers as plain text; rich media references are preserved as external URLs or attachments.

InStream task records migrate to Salesforce Task with Status, Priority, Subject, and ActivityDate preserved. Assigned owner maps by email to the Salesforce User. Task linkage to Contact or Deal resolves through the parent record migration.

InStream tags applied to Contacts migrate as Salesforce Contact Tags or as a multi-select picklist custom field depending on tag volume and usage pattern. Tags with fewer than 500 distinct values map cleanly to picklist; higher-volume tagging requires a custom field strategy confirmed during scoping.

InStream custom fields on Contact, Company, and Deal migrate to Salesforce custom fields with equivalent data types. Since InStream does not publish its schema via API, we extract field definitions from UI exports during discovery and cross-reference against the destination schema. Any unmapped fields are flagged for manual review before cutover.