Migrate from NeoDeck Holdings to Salesforce Sales Cloud

Direct map. NeoDeck accounts represent organizations (clinics, provider groups). Mapped to Salesforce Account — Name, Website, Industry, Phone, and address fields transferred directly. Multi-location accounts require ParentId setup if NeoDeck stores a parent-company relationship.

Direct map. NeoDeck contacts include patient and provider records. Mapped to Salesforce Contact with AccountId lookup — the Contact's primary company must be migrated as an Account first so the foreign key resolves correctly at load time.

NeoDeck contacts who are prospective patients or referral sources without an active treatment relationship route to Salesforce Lead. Active patients with treatment records route to Contact with a custom patient flag field. Split logic defined during migration planning based on NeoDeck contact status values.

Direct map. NeoDeck deals map to Salesforce Opportunities with Name, Amount, CloseDate, and StageName fields. OwnerId resolved by email match against Salesforce users. RecordTypeId assigned based on NeoDeck pipeline name — each pipeline becomes a Salesforce Record Type.

NeoDeck pipeline maps to a Salesforce Sales Process keyed by RecordTypeId. Each pipeline in NeoDeck requires a corresponding Record Type in Salesforce so StageName pick-list values are scoped per business unit. We deliver a Record Type setup plan before data loads.

Stage names map value-by-value per Record Type. Each NeoDeck stage (e.g., Prospecting, Proposal, Closed Won) maps to a matching Salesforce StageName value, with probability and forecast category re-applied from Salesforce's stage definition model.

NeoDeck stores patient-specific data (MRN, DOB, insurance, allergies, emergency contacts) that has no Salesforce standard-object equivalent. We create Patient__c custom object in Salesforce with all patient fields as __c fields, and link to the Contact record via a lookup.

NeoDeck NeoBiller claim records (claim ID, status, submission date, billed amount, payer, CPT codes) have no Salesforce standard equivalent. We create Claim__c custom object with Claim_ID__c, Status__c, Billed_Amount__c, Payer__c, and CPT_Codes__c fields, linked to the patient and account.

NeoMed Rx e-prescribing records (drug name, DEA schedule, prescriber, pharmacy, renewal dates) require Prescription__c custom object in Salesforce. Fields include Drug_Name__c, DEA_Schedule__c, Prescriber__c, Pharmacy__c, and Refills_Remaining__c linked to the patient Contact.

NeoDeck email, call, meeting, and note records map to Salesforce Task (for email and call), Event (for meetings), and Note objects. Original timestamps, owners, and parent-record links (Account, Contact, Opportunity) are preserved during migration.

NeoDeck file attachments on accounts, contacts, and deals are downloaded and re-uploaded to Salesforce Files. File size limits apply (Salesforce default 25MB per file). Inline images embedded in notes are extracted and re-hosted as Salesforce Files linked to the parent record.

NeoDeck custom objects map 1:1 to Salesforce custom objects. Custom object names are preserved as API names in Salesforce (CustomObjectName__c). N:N relationships between NeoDeck custom objects require Salesforce junction objects — we surface this in the migration plan before load.