Migrate from OptifiNow to Salesforce Sales Cloud

OptifiNow's Lead Management module stores prospects with custom status fields, routing rules, and territory assignments that differ from standard CRM lifecycle stages. We enumerate all custom lead status values during discovery and map them to Salesforce Lead Status picklist values. Territory and assignment rule metadata are documented as configuration notes for the customer's Salesforce admin to rebuild in Assignment Rules or Omni-Channel. Lead source attribution migrates to the standard Lead Source field.

OptifiNow Contact records carry standard fields (name, email, phone) plus activity history, social collaboration data, tag associations, and tenant-specific custom fields that we enumerate during discovery. We map contact-level custom fields to Salesforce Contact custom fields (__c suffix) after the destination schema is designed. Activity history links are resolved during the engagement history phase using WhoId lookups against the migrated Contact record.

OptifiNow Account/Company records store company-level data linked to multiple contacts and opportunities. We migrate the account hierarchy and associated contacts together to preserve parent-child relationships. The Account's primary address maps to BillingAddress fields in Salesforce. Any OptifiNow custom fields on Account (industry classification, regulatory codes, tier flags) are enumerated in discovery and created as Salesforce custom fields before import.

OptifiNow Opportunities track deals through configurable pipeline stages with value, probability, and expected close dates. Each tenant's pipeline stage names and probabilities are tenant-specific and must be enumerated during discovery. We design Salesforce Opportunity Record Types and Sales Processes to reproduce the OptifiNow stage logic, then map stage names to StageName values with probability percentages. Any custom fields on Opportunity (deal type, product category, underwriting flags for mortgage verticals) migrate as custom fields on the Salesforce Opportunity object.

OptifiNow user records include role assignments and territory assignments that affect pipeline routing. We map owner IDs to Salesforce User accounts by email match. Any OptifiNow Owner without a matching Salesforce User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Territory assignments are documented as configuration notes for Salesforce Territory Management or Enterprise Territory Management 2.0 rebuild.

OptifiNow exposes custom object support via API, but the schema is not publicly documented. We perform a pre-migration schema discovery pass to enumerate all custom object types, field definitions, and lookup relationships to standard objects. We pre-create the Salesforce destination schema including custom objects with __c API names, all custom fields, lookup and master-detail relationships, and validation rules before any data import. Custom object ordering is resolved against parent-record dependencies discovered during the schema pass.

OptifiNow email logs linked to contacts and accounts migrate to Salesforce EmailMessage records (the email body and headers) paired with a Task record (the activity timeline entry). The WhoId on Task points to the migrated Lead or Contact; the WhatId points to the related Opportunity or Account. Email direction (sent/received) maps to EmailMessageDirection. Subject and body text migrate as-is; attachments migrate as ContentDocument records linked via ContentDocumentLink.

OptifiNow call logs from VOIP integration and general call engagements map to Salesforce Task records with TaskSubtype=Call. Call duration, disposition, and recording URL transfer to custom Task fields if present in the OptifiNow schema. Activity timestamp preserves chronological ordering in the Salesforce activity timeline by setting ActivityDate to the original OptifiNow timestamp.

OptifiNow meeting engagements map to Salesforce Event. StartDateTime, EndDateTime, and Location preserve directly. Attendee links map to EventRelation records pointing at the migrated Leads, Contacts, and Users. Recurring meeting series are documented separately because recurrence patterns may require manual rebuild in Salesforce as recurring Events have limited API support.

OptifiNow task engagements and social collaboration notes map to Salesforce Task and Note objects respectively. Tasks preserve Status, Priority, and ActivityDate. Notes attach to parent records via ContentDocumentLink to the migrated Lead, Contact, Account, or Opportunity. Rich text formatting in OptifiNow notes migrates as Salesforce Note rich text where supported.

OptifiNow's content management module stores marketing collateral, social media materials, blogs, and images as binary assets. File assets migrate as Salesforce ContentDocument records (or as Salesforce Files in Lightning Experience). Approval workflow associations and scheduling metadata are documented as configuration notes because these do not transfer as active workflow rules. The content approval and scheduling metadata is preserved in a written handoff document for the customer's admin to rebuild in Salesforce Content or a digital asset management tool.

OptifiNow email sequences, triggers, and delays are stored as internal workflow definitions that cannot be extracted as runnable automation packages. We do not migrate them as code. We enumerate every active sequence during discovery, document the trigger conditions, delay lengths, email content references, and action steps in a written automation inventory, and recommend a Salesforce Flow equivalent or a Sales Engagement cadence rebuild. The sequence logic is not preservable as executable code in any destination CRM.