Migrate from LeadSmart Channel Cloud to Salesforce Sales Cloud

LeadSmart Lead records map directly to Salesforce Lead. All standard fields (FirstName, LastName, Email, Phone, Company, LeadStatus) migrate 1:1. LeadSmart custom fields on Lead objects are inventoried during scoping and mapped to Salesforce custom fields by type. Any LeadSmart-specific picklist values that do not exist in the destination org require a custom picklist value set creation before migration.

LeadSmart Contact records map directly to Salesforce Contact. The parent AccountId lookup is resolved by matching LeadSmart Account (Company) name or domain to Salesforce Account Name or Website before Contact import. LeadSmart's industry-specific custom fields for distributor and manufacturer relationships migrate to Salesforce custom fields on Contact, with unmapped fields flagged for admin review.

LeadSmart Account records (internally named Company) map directly to Salesforce Account. Parent-account hierarchy used by LeadSmart to model manufacturer-distributor-dealer relationships migrates as Account.ParentId references, resolved by name match during the Account import phase. Billing and shipping address fields map 1:1 with standard field mapping.

LeadSmart Opportunity records map to Salesforce Opportunity with OpportunityName, StageName, Amount, CloseDate, Description, and OwnerId preserved. Channel-specific custom fields on Opportunity (deal type, partner tier, distributor level) migrate as Salesforce custom Opportunity fields. Pipeline stage probability percentages from LeadSmart migrate to Salesforce StageProbability values.

LeadSmart Activity records (calls, emails, meetings, tasks) migrate to Salesforce Task and Event objects. The WhoId (Lead or Contact) and WhatId (Opportunity or Account) lookups are resolved by email match and Opportunity name match before insertion. CompletedDate and ActivityDate are preserved to maintain historical timeline ordering. We use the Bulk API 2.0 for activity migration because volumes typically exceed CSV loader capacity.

LeadSmart Marketing Campaigns map to Salesforce Campaign. Campaign Member status history (Sent, Delivered, Opened, Clicked, Converted) migrates to Salesforce CampaignMember records linked to Campaign. Custom marketing automation fields added by LeadSmart on Campaign require field-level mapping during the scoping phase.

LeadSmart's Partner Collaboration Portal records link internal Accounts to external channel partners (reps, brokers, dealers, distributors). These map to Salesforce Account Contact Role or a custom Partner_Relationship__c object depending on the destination org's sharing model. External user provisioning and Partner Community activation are out of scope; we map the data and flag the licensing requirement for the Salesforce admin to configure before go-live.

LeadSmart adds industry-specific custom fields to standard Salesforce objects for distributor and manufacturer workflows. We inventory all custom fields during scoping, map them to Salesforce custom fields by type (text, picklist, number, date, lookup), and create the destination custom field schema in the Salesforce sandbox before migration begins. Any custom fields without a semantic equivalent are flagged with a recommended action (create in destination or archive in supplementary export).

LeadSmart Files and Attachments linked to Leads, Contacts, Accounts, and Opportunities migrate as Salesforce ContentDocument (Lightning Experience) or Attachment records. The ContentDocumentLink table preserves the parent record linkage. Large binary attachments (over 25 MB per file) require chunked transfer through the Salesforce Bulk API to handle size limits.

LeadSmart User records map to Salesforce User by email match. We extract every distinct Owner referenced on Lead, Contact, Opportunity, and Activity records and match against the destination org's User table. Any LeadSmart User without a matching Salesforce User goes to a reconciliation queue for admin provisioning before record import proceeds.

LeadSmart Opportunity Stage values map to Salesforce StageName values in the destination org's active Sales Process. Stage probability percentages migrate from LeadSmart to Salesforce StageProbability. If the destination org uses multiple Record Types (one per business line), each Record Type's Sales Process whitelist is configured to accept only the relevant stage values.

LeadSmart Genius Feed records (AI-generated customer issue and growth opportunity insights) are stored as custom objects tied to the LeadSmart recommendation engine. We migrate the raw records as a custom object in Salesforce for data preservation, but the underlying AI recommendation logic does not replicate. The custom object is created in the destination org and populated with the original insight text, confidence score, and related Contact/Account lookup. Customer sign-off is required before marking this object in scope.

Genius GPT stores AI-generated sales strategy recommendations in a proprietary format tied to LeadSmart's internal recommendation engine. These records are not portable to any destination CRM because the AI logic and scoring model are platform-specific. We document Genius GPT records as excluded from migration scope with explicit sign-off required from the customer before migration begins. The underlying Lead, Contact, and Opportunity data that Genius GPT references migrates normally.

Some customers run LeadSmart Connect (the app overlay for existing Salesforce users) alongside LeadSmart Channel Cloud. If the migration source includes LeadSmart Connect-specific custom objects, we map them 1:1 to Salesforce custom objects using the same __c API naming convention. These custom objects are scoped during discovery and added to the destination schema in the sandbox before migration.