Migrate from Notifi to Salesforce Sales Cloud

Notifi customers map directly to Salesforce Contacts with name, email, phone, and address fields preserved. The primary company link migrates as AccountId lookup — if no matching Salesforce Account exists, FlitStack creates one from the Notifi company name during migration.

Notifi business accounts map to Salesforce Accounts with billing address, industry classification, and employee count transferred to corresponding Account fields. Parent-child company hierarchies in Notifi map to Salesforce ParentId where the relationship exists.

Notifi jobs become Salesforce Opportunities with job name as Opportunity.Name, total amount from job value, and stage mapped from Notifi job status (Scheduled, In Progress, Completed, Cancelled) to Opportunity StageName values. Job line items map to OpportunityLineItems or custom Job_Line_Item__c records.

Notifi pick-list values (Scheduled, In Progress, On Hold, Completed, Cancelled) require value-by-value mapping to Salesforce Opportunity StageName pick-list values configured per RecordTypeId. Each service line in Notifi may need a separate Salesforce record type so stage values are scoped correctly.

Notifi estimates have no native Salesforce equivalent without CPQ. FlitStack migrates to Salesforce Quote (if CPQ is active) or a custom Estimate__c object with estimate name, line items, subtotal, tax, total, and status. Native PDF generation and approval workflows must be rebuilt in Salesforce post-migration.

Invoices migrate as Salesforce Order (native) or custom Invoice__c object if CPQ is not in use. Invoice number, total amount, due date, payment status, and balance due transfer as custom fields. Tax calculation and payment processing require third-party apps post-migration.

Payments are not a native Salesforce object. FlitStack creates a Payment__c custom object with payment amount, date, method (Credit Card, Check, ACH, Cash), reference number, and lookup to the related Contact, Invoice__c, and Opportunity. Financial history is preserved for reporting continuity.

Notifi technicians and staff map to Salesforce Users by email address match. Active/inactive status, role (Technician, Dispatcher, Admin), and default location transfer to User fields (Title, Department). Unmatched staff become Salesforce Contacts flagged for user creation.

Notifi call logs, text messages, and emails migrate as Salesforce Tasks with Type='Call', Type='Email', or Type='SMS' (if a custom SMS field is used). Original timestamps, subject, body content, and direction (inbound/outbound) preserved. Tasks link to the related Contact or Opportunity.

Notifi appointment scheduling maps to Salesforce Event records with StartDateTime, EndDateTime, and OwnerId (technician) for basic scheduling. With Salesforce Field Service Lightning ($500/user/mo add-on), scheduling migrates to Service Appointment and Work Order objects with operating hours, service territory, and Gantt-based dispatch.

Notifi job line items map to OpportunityLineItems (if using Opportunity Product with PricebookEntry) or a custom Job_Line_Item__c object with service description, quantity, unit price, tax, and total. Each line item links to the parent Opportunity representing the job.

Notifi custom properties on any object become Salesforce custom fields with the __c suffix. FlitStack handles type mapping: text properties become Text(255), number properties become Number, and pick-list properties become Salesforce Picklist fields. Multi-select pick-lists map to Salesforce Multi-Select Picklists.