Migrate from LockedOn to Salesforce Sales Cloud

LockedOn contact records map directly to Salesforce Contact. The primary challenge is that LockedOn embeds property associations directly on the contact, while Salesforce requires an AccountId lookup to an Account record. We resolve this by migrating the most-recently-linked property as the primary AccountId and surfacing additional property associations as related Opportunity records.

LockedOn contacts that originated as enquiries (unsold leads) route to Salesforce Lead. The distinction between Contact and Lead in Salesforce mirrors LockedOn's distinction between 'Client' (active relationship) and 'Lead' (initial enquiry). FlitStack uses the contact's deal status in LockedOn to determine the correct Salesforce object.

LockedOn company records (vendor names, property owner entities) map 1:1 to Salesforce Account. Parent-company hierarchies in LockedOn translate to Account.ParentId in Salesforce. Multi-company associations on a single contact collapse to one primary AccountId with Account Contact Relations for the rest.

LockedOn property records have no Salesforce standard equivalent — Opportunity tracks a deal, not a physical property listing. We create a Property__c custom object with fields for listing price (Decimal), property type (picklist), inspection dates (Date), listing status (picklist), and vendor feedback (Long Text Area). Property__c links to the primary Account (owner/vendor) and to related Opportunity records for active transactions.

LockedOn deals with status 'Under Contract', 'Settlement', or 'Sold' map to Salesforce Opportunity. The LockedOn pipeline stage (Potential, Listed, Under Contract, Sold) maps to Salesforce Opportunity StageName values, which must be configured per Record Type before migration. Stage-entered timestamps are preserved as custom datetime fields on the Opportunity.

LockedOn's single or multi-pipeline configuration maps to Salesforce Sales Processes keyed by Record Type. Each LockedOn pipeline requires its own Salesforce Record Type (e.g., Residential_Sales, Commercial_Leasing) so that stage pick-list values and page layouts vary by deal type. FlitStack delivers a record-type setup plan as part of the migration package.

LockedOn activity records (calls, emails, meetings logged against contacts or properties) map to Salesforce Task (for calls and emails) and Event (for meetings). Original timestamps, owners, and the WhatId or WhoId parent link are preserved. Vendor feedback notes from LockedOn's property inspection workflow migrate as Task records with Type='Vendor Feedback'.

LockedOn action plans (automated task sequences triggered by CRM events) and triggers do not have a Salesforce equivalent that auto-migrates. FlitStack exports a structured JSON + Markdown reference document listing every trigger, its firing condition, and the resulting action sequence so your Salesforce admin can rebuild equivalents in Flow Builder.

LockedOn file attachments (contracts, inspection reports, listing photos) are downloaded and re-uploaded to Salesforce Files, linked to the corresponding Property__c or Opportunity record. Salesforce's 25MB per-file limit applies; files exceeding this are flagged for chunked upload or alternative storage reference.

LockedOn custom fields on property records (e.g., 'Council Rates', 'Rental Yield', 'Auction Date') migrate as custom fields on the Property__c object. Field type mapping: text → Text(255), numbers → Number, pick-lists → Picklist with value-by-value mapping. The __c suffix is applied per Salesforce naming convention.