Migrate from MRI Software to Salesforce Sales Cloud

MRI contacts (people associated with properties) migrate to Salesforce Contacts. Each MRI contact record creates one Salesforce Contact with standard fields (FirstName, LastName, Email, Phone). Multiple MRI contacts linked to the same person across properties merge into a single Salesforce Contact with Account Contact Relationships for secondary associations.

MRI property records map to Salesforce Accounts. The property name becomes Account.Name. Property type (commercial, residential, multifamily) migrates to a custom Industry pick-list or a custom Property_Type__c field. Address fields map to BillingAddress on Account. Parent-account hierarchies in MRI (portfolio → property) map to Account.ParentId in Salesforce.

MRI units have no Salesforce standard equivalent. We create a custom Unit__c object with a master-detail relationship to Account (the parent property). Unit fields: Unit_Number__c, Bedrooms__c, Bathrooms__c, Square_Footage__c, Market_Rent__c, Unit_Status__c (pick-list: Occupied, Vacant, Under Maintenance). The migration plan includes a field creation manifest for your Salesforce admin to deploy before data lands.

MRI lease records split into two Salesforce objects. The commercial or sales intent (lease-up, renewal opportunity) maps to Opportunity with StageName indicating pipeline position. Lease terms (start date, end date, rent amount, security deposit, CAM charges) migrate to a custom Lease__c object with a lookup to the Account (property) and Contact (tenant). This preserves the full lease record while keeping Salesforce reporting on Opportunities clean.

MRI owners can be individuals or business entities. We split by type: business owners become Salesforce Accounts (with a custom Owner_Type__c pick-list = 'Investor' or 'Landlord'), individual owners become Contacts with an AccountId pointing to a designated 'Individual Owners' Account. Owner payment records and distributions do not map to standard Salesforce objects and are preserved as custom fields or referenced in a rebuild plan.

MRI tenant records map to Salesforce Contacts with a Role__c pick-list value of 'Tenant'. The tenant's primary unit association migrates as a lookup to the Unit__c custom object. Multiple units under one tenant (multi-unit lease) create multiple Unit__c lookups on the same Contact. Tenant ledger data (balances, payment history) migrates to a custom Tenant_Ledger__c object with a master-detail to Contact.

MRI work orders and maintenance tickets migrate to Salesforce Cases. The Case.AccountId links to the property Account, Case.ContactId links to the tenant Contact, and the unit reference migrates as a custom Unit__c lookup. Case.Priority maps from MRI urgency level. Case.Status maps from MRI work order status. Historical work order notes and descriptions migrate as CaseComments or FeedItems.

MRI vendor records map to Salesforce Accounts with a custom Vendor_Type__c pick-list flag. Vendor contact persons migrate as Contacts on the vendor Account with a Role__c = 'Vendor Contact'. Vendor contracts and insurance documentation migrate as Salesforce Files attached to the vendor Account.

MRI file attachments (lease agreements, inspection reports, unit photos) re-upload to Salesforce as Salesforce Files (ContentDocument/ContentVersion model). Files are linked to the parent record (Account, Contact, or Lease__c) via ContentDocumentLink. MRI's internal document IDs are preserved as a custom Source_Document_ID__c field on the ContentVersion for traceability.

MRI's Tenmast FSS (Family Self-Sufficiency) and Section 8 modules store compliance data (escrow accounts, HAP payments, portability records) with no Salesforce standard equivalent. We create custom objects (FSS_Enrollment__c, HAP_Payment__c) with fields mapped value-by-value. HUD PIC reporting data is preserved as read-only custom fields for rebuild reference in a compliance tool.

MRI security deposit records (amount, date, holding account) per lease aggregate into custom fields on the Contact (for tenant deposits) or Account (for owner escrow). Deposit return tracking migrates as a custom Transaction__c custom object with a lookup to Contact and a pick-list for transaction type (Deposit, Return, Withholding).

MRI tenant ledger entries and payment history have no direct Salesforce equivalent. We create a Tenant_Ledger__c custom object to store payment date, amount, type (Rent, Late Fee, Deposit), and running balance. This preserves the full financial history for reference and reconciliation; the rebuild plan recommends integrating with an accounting ERP (QuickBooks, NetSuite) for ongoing payment processing.