Migrate from LionDesk to Salesforce Sales Cloud

LionDesk contacts map 1:1 to Salesforce Contacts. Each LionDesk contact must resolve to an AccountId — if the contact has no primary company in LionDesk, we attach it to a default 'Unassigned Account' record or split to a Salesforce Lead based on your configured lifecycle rule.

LionDesk contacts flagged as leads by status map to Salesforce Leads. We apply your LionDesk lead-stage values to Salesforce Lead Status via value mapping, ensuring the qualification lifecycle carries forward. Unconverted leads land as Salesforce Leads; converted leads land as Contacts under the Account resolved from their primary company. Status values without a Salesforce equivalent are flagged for manual mapping before migration.

LionDesk companies map directly to Salesforce Accounts. Parent-child company hierarchies in LionDesk map to Account.ParentId, preserving ownership structure across levels. Multi-company contacts (LionDesk N:N associations) collapse to one primary AccountId on the Contact plus Account Contact Relations for secondary relationships, so the primary brokerage association is always clear.

LionDesk deals map to Salesforce Opportunities. Each deal's pipeline and stage map to a Salesforce Sales Process and RecordTypeId combination. If your LionDesk account uses multiple pipelines, we create corresponding record types in Salesforce before the migration runs. Deal owner, amount, and close date transfer directly without transformation.

LionDesk's pipeline concept becomes a Salesforce Sales Process tied to a Record Type. One LionDesk pipeline = one Salesforce record type. Stage pick-list values are scoped per record type in Salesforce — we deliver a record-type setup plan so your admin can pre-create these before data lands.

Stage names map value-by-value from LionDesk to Salesforce Opportunity StageName. Stage probability and forecast category re-applied from Salesforce's stage configuration. HubSpot-style stage-entered timestamps preserved as custom datetime fields on the Opportunity.

LionDesk Dollar Amount custom fields require a Salesforce Currency field with the __c suffix and ISO currency code. We create the field during migration setup and map values directly, preserving decimal precision. The org's default currency ISO code is used unless you specify an alternative during schema planning.

LionDesk Date custom fields map directly to Salesforce Date fields with __c suffix. Original date values transfer without transformation. Time-of-day precision requires a separate custom DateTime field if needed — our pre-migration checklist flags any LionDesk Date fields that carry time data for admin review.

LionDesk Number custom fields map to Salesforce Number fields with __c suffix. Precision and scale match LionDesk's stored values. Negative values transfer intact. Overflow scenarios — where a LionDesk number exceeds Salesforce's maximum precision for the field — are flagged in the pre-flight validation report.

LionDesk Text custom fields map to Salesforce Text fields with __c suffix. Character limits in Salesforce (255 for standard Text, up to 131,072 for Long Text Area) may require truncation for over-length values — flagged before migration runs. We recommend Long Text Area for LionDesk fields with variable-length content such as notes or description fields.

LionDesk call logs and completed tasks map to Salesforce Tasks. Original timestamps, owners (resolved by email match), and subject lines preserved. Task Type set to 'Call' for call logs. Open LionDesk tasks migrate with Status='Not Started' so nothing falls through the cracks during the transition window.

LionDesk email history maps to Salesforce Tasks with Type='Email'. Subject, body, and direction (sent/received) preserved as Task fields. Attachments re-uploaded to Salesforce Files and linked via ContentDocumentLink. Email threads are reconstructed by grouping tasks by thread ID where LionDesk provides that metadata.

LionDesk notes map to Salesforce Notes (modern Notes object, not legacy Note). Rich-text formatting preserved where LionDesk supports it. Note title and body transfer as-is; parent record link restored by ContactId or AccountId lookup. Any LionDesk notes attached to deals are linked to the corresponding Opportunity via WhatId.

LionDesk drip campaigns and texting sequences have no direct Salesforce equivalent. We export campaign definitions as a structured rebuild reference (trigger criteria, step order, delay intervals, message content) so your admin can reconstruct them in Salesforce Flow or Sales Engagement. The reference includes step-level timing, conditional branches, and channel type (email, SMS, or task) for each sequence.

LionDesk owner IDs resolve to Salesforce Users by email match. Unmatched owners flagged before migration — your team either invites them to Salesforce or assigns their records to a fallback owner. No record lands without a valid Salesforce OwnerId. Fallback owner assignments are documented in the migration plan for your review before the migration script executes.

LionDesk video email attachments download and re-upload to Salesforce Files as ContentDocuments. A Task record links to each file with a note describing the video email content, original send date, and recipient. The interactive playback experience cannot be replicated in Salesforce — this is documented as a functional delta in the migration handoff report.