How long does a PAWS to Salesforce Sales Cloud migration take?

Most PAWS-to-Salesforce migrations complete in 48–72 hours of clock time for under 50,000 total records including the sample migration phase. Larger organizations with 500,000+ records or PAWS configurations using multiple pipelines and extensive custom properties extend to 5–7 days. The longest single step is typically Salesforce schema preparation — creating custom fields, Record Types, and page layouts — which your admin should complete before FlitStack begins data loading. Planning and schema preparation add 3–7 days to the overall project timeline.

Will my PAWS workflows and automations migrate to Salesforce Flow?

No. FlitStack AI migrates data and schema only — workflows, automation rules, and any business logic defined in PAWS do not transfer to Salesforce. These constructs must be rebuilt in Salesforce's automation tools (Flow, Process Builder, or Apex triggers) after migration. FlitStack can export PAWS workflow definitions as structured documentation that your Salesforce admin or implementation partner can use as a rebuild reference. The export includes trigger conditions, action steps, and field references captured from the PAWS configuration.

What happens to PAWS custom properties in Salesforce?

PAWS custom properties that have no Salesforce standard-field equivalent are migrated as custom fields on the corresponding Salesforce object using the __c naming convention. For example, a PAWS contact property named 'preferred_language' becomes a custom text field named Preferred_Language__c on the Salesforce Contact object. Custom fields must be created in Salesforce Object Manager before migration data loads — FlitStack generates the field-creation manifest listing every custom property, its target Salesforce object, and the recommended field type (text, pick-list, number, date).

Can I migrate PAWS attachments and files to Salesforce?

Yes. PAWS file attachments are downloaded during the export phase and re-uploaded to Salesforce as ContentVersion records, then linked to their parent record via ContentDocumentLink. The file name, description, and content are preserved. Salesforce's default per-file size limit is 25 MB — FlitStack flags any PAWS attachment exceeding this threshold during the sample migration phase so your team can compress, split, or manually handle those files before the full run commits.

What happens to PAWS deal records in Salesforce?

PAWS deals become Salesforce Opportunities. The deal name maps to Opportunity.Name, amount to Opportunity.Amount, and close date to Opportunity.CloseDate. The PAWS pipeline becomes a Salesforce Sales Process keyed by Record Type — each PAWS pipeline requires a corresponding Salesforce Record Type so that stage pick-list values are scoped correctly. Deal owner is resolved by email match against Salesforce User records, and deal stage names map to Opportunity StageName values value-by-value per Record Type.

Does the migration affect my PAWS account during cutover?

No. FlitStack AI uses scoped read access on PAWS during migration — your team continues working in PAWS throughout the process. A delta-pickup window of 24–48 hours after the initial full migration run captures any records created or modified in PAWS during the cutover period so that Salesforce reflects PAWS's final state at go-live. Write access is never requested from PAWS during migration, and no data is deleted or altered in the source system.

How is the PAWS owner resolved when the email does not match a Salesforce User?

Owner resolution fails when a PAWS owner email has no matching Salesforce User record, and the affected records cannot migrate without a valid Salesforce OwnerId. FlitStack generates an owner-resolution report during the audit phase listing every unmatched PAWS owner and the record count each owns. Your team creates Salesforce user accounts for those owners, or designates a fallback owner, before the migration run commits. This is the most common preventable migration delay — we surface it early so it does not block the full run.

PAWS to Salesforce Sales Cloud Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

PAWS typically stores customer records, company profiles, deals, and engagement activities in a flat or loosely-typed object model that prioritizes ease of entry over relationship depth. Salesforce Sales Cloud enforces a strict relational schema: Contacts require an AccountId lookup, Opportunities require both AccountId and StageName, and every custom property that has no standard Salesforce equivalent must be created as a __c field before data can land. Before loading data, FlitStack generates a custom-field creation manifest that lists every __c field required on each Salesforce object, and a Record Type setup plan that maps each PAWS pipeline to a Salesforce Sales Process. FlitStack AI reads PAWS through its API or CSV export, resolves owner email addresses against Salesforce users, and sequences the migration so foreign keys resolve in the correct dependency order — Accounts first, then Contacts, then Opportunities. A 24–48 hour delta-pickup window captures any new or modified PAWS records that occur during the cutover period, and a sample migration into a sandbox validates field-level mapping before the full run commits. All activity history — calls, emails, meetings — is mapped to Salesforce Task and Event objects, preserving original timestamps and owner assignments. File attachments are transferred via ContentVersion and linked to parent records, with files exceeding 25 MB flagged for manual handling. We surface workflows, automations, and any custom reporting logic that cannot migrate automatically and provide a rebuild reference so your team can reconstruct those patterns in Salesforce Flow.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

PAWS

What's pushing teams away

Limited public review depth — PAWS has scarce coverage on G2, Capterra, GetApp, and other directories, making peer validation hard for risk-averse buyers.
Pricing is fully opaque — no tier table, per-seat rate, or free-trial information is published on pawsnet.com or aggregator listings.
Help documentation is generated by RoboHelp from a static site — when buyers inspect the public docs they see scaffold HTML rather than a polished, searchable knowledge base, raising support-quality questions.
Smaller-vendor concentration risk — PAWS does not publish its company size, funding, or customer count, so buyers cannot assess long-term vendor stability versus larger vet-PMS competitors (ezyVet, Cornerstone, Provet).
Limited public API or integration ecosystem documentation — teams that want to feed PAWS data into accounting, BI, or wellness apps cannot self-validate connector availability before purchase.

Choosing

Salesforce Sales Cloud

What's pulling them in

The AppExchange marketplace with 5,000+ prebuilt apps gives enterprises integrations for nearly every business workflow without custom development.
Native Einstein AI for lead scoring, opportunity insights, and predictive forecasting adds intelligence without a separate platform purchase.
Territory management, multi-currency support, and advanced forecasting satisfy the needs of complex B2B sales organizations with structured revenue teams.
Slack, Tableau, and CPQ are deeply integrated into the core platform, keeping the sales stack unified for teams already in the Salesforce ecosystem.
Organizations with a large, established Salesforce implementation choose it because switching costs — integrations, custom code, trained admins — are prohibitive.

Object mapping

How PAWS objects map to Salesforce Sales Cloud

Each row shows how a PAWS object lands in Salesforce Sales Cloud, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

PAWS

Contact

maps to

Salesforce Sales Cloud

Contact

1:1

Fully supported

PAWS contacts map directly to Salesforce Contacts when the contact has a primary company assigned. Salesforce requires an AccountId for most Contact records — contacts without a PAWS company assignment land in Salesforce with a placeholder AccountId while the primary company is resolved.

PAWS

Contact (orphaned, no company)

maps to

Salesforce Sales Cloud

Lead

1:many

Fully supported

PAWS contacts without a primary company association are routed to Salesforce Lead. The decision between Contact and Lead is made during migration based on whether the PAWS contact record has a non-null company reference — records with a company go to Contact, records without go to Lead.

PAWS

Company

maps to

Salesforce Sales Cloud

Account

1:1

Fully supported

PAWS company records map 1:1 to Salesforce Account. HubSpot-style parent-child company hierarchies in PAWS translate to Salesforce's ParentId field on Account. Multi-company contacts (N:1 in PAWS) collapse to one primary AccountId with the additional companies stored in Account Contact Relationships.

PAWS

Deal

maps to

Salesforce Sales Cloud

Opportunity

1:1

Fully supported

PAWS deals migrate to Salesforce Opportunity. Salesforce Opportunity requires AccountId, StageName, and CloseDate — these are populated from PAWS deal fields. If PAWS stores pipeline stage as a separate field, it maps to the Salesforce Sales Process tied to the Opportunity's RecordType.

PAWS

Pipeline

maps to

Salesforce Sales Cloud

Sales Process + Record Type

1:1

Fully supported

Each PAWS pipeline becomes a Salesforce Sales Process keyed by Record Type. A Salesforce Record Type must exist before Opportunity records can be assigned to it. FlitStack delivers a Record Type setup plan based on the PAWS pipeline count before data loading begins.

PAWS

Pipeline Stage

maps to

Salesforce Sales Cloud

Opportunity StageName

1:1

Fully supported

PAWS pipeline stage values map to Salesforce Opportunity Stage values per Record Type. Each stage's probability and forecast category are re-applied based on the target Salesforce Sales Process. Stage-transition timestamps in PAWS are preserved as custom datetime fields in Salesforce.

PAWS

Owner / User

maps to

Salesforce Sales Cloud

User (OwnerId)

1:1

Fully supported

PAWS owner IDs are resolved by email match against Salesforce User records. Unmatched owners are flagged in the pre-migration audit — your team either invites them to Salesforce first or assigns their records to a fallback owner before the migration run commits.

PAWS

Engagement / Activity (Call)

maps to

Salesforce Sales Cloud

Task

1:1

Fully supported

PAWS call records become Salesforce Tasks with Task.Type set to 'Call'. The Subject, Description, ActivityDate, and OwnerId are preserved from the source. The original PAWS activity timestamp is retained as a custom field for reporting continuity. Call duration and outcome are stored in fields or appended to Description, and the Task is linked to the parent Contact or Lead via WhatId or WhoId, ensuring the activity appears in related list.

PAWS

Engagement / Activity (Email)

maps to

Salesforce Sales Cloud

Task

1:1

Fully supported

PAWS email activity records become Salesforce Tasks with Task.Type set to 'Email'. Subject and Description fields map from the PAWS email subject and body preview. The task is linked to the parent Contact or Lead via the WhatId or WhoId relationship.

PAWS

Engagement / Activity (Meeting)

maps to

Salesforce Sales Cloud

Event

1:1

Fully supported

PAWS meeting records become Salesforce Events. The Event StartDateTime, EndDateTime, Subject, and Description are preserved from the source. Salesforce Events are linked to the parent record through WhatId or WhoId. Recurring meetings in PAWS are expanded to individual Event records.

PAWS

Note

maps to

Salesforce Sales Cloud

Note

1:1

Fully supported

PAWS notes map to Salesforce Notes (the enhanced Notes object, not the legacy Note). Rich-text formatting in PAWS notes is preserved in Salesforce's Note.Body field. Notes are linked to their parent Contact, Account, or Opportunity record through the ParentId field.

PAWS

Attachment / File

maps to

Salesforce Sales Cloud

ContentVersion / ContentDocumentLink

1:1

Fully supported

PAWS file attachments are downloaded during export and re-uploaded to Salesforce as ContentVersion records. A ContentDocumentLink connects each file to its parent record. Salesforce's default per-file size limit is 25 MB — files exceeding this threshold are flagged for manual handling.

PAWS

Custom Property / Custom Field

maps to

Salesforce Sales Cloud

Custom Field (__c)

1:1

Fully supported

PAWS custom properties that have no direct Salesforce standard-field equivalent are migrated as custom fields on the corresponding Salesforce object, following the __c API-naming convention. FlitStack generates a custom-field creation manifest before migration so the Salesforce schema is ready before data loads.

PAWS

Product / Line Item

maps to

Salesforce Sales Cloud

OpportunityLineItem

1:1

Fully supported

PAWS deal line items or product associations map to Salesforce OpportunityLineItem objects. The OpportunityLineItem requires a PricebookEntry linked to a Product2 record — FlitStack creates Product2 records for any PAWS product that does not already exist in the Salesforce org.

PAWS	Salesforce Sales Cloud	Compatibility
Contact	Contact1:1	Fully supported
Contact (orphaned, no company)	Lead1:many	Fully supported
Company	Account1:1	Fully supported
Deal	Opportunity1:1	Fully supported
Pipeline	Sales Process + Record Type1:1	Fully supported
Pipeline Stage	Opportunity StageName1:1	Fully supported
Owner / User	User (OwnerId)1:1	Fully supported
Engagement / Activity (Call)	Task1:1	Fully supported
Engagement / Activity (Email)	Task1:1	Fully supported
Engagement / Activity (Meeting)	Event1:1	Fully supported
Note	Note1:1	Fully supported
Attachment / File	ContentVersion / ContentDocumentLink1:1	Fully supported
Custom Property / Custom Field	Custom Field (__c)1:1	Fully supported
Product / Line Item	OpportunityLineItem1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

PAWS gotchas

Medium

RoboHelp-generated public docs raise documentation-quality concerns

High

No public API documentation

Medium

Pricing opacity blocks TCO comparison

Salesforce Sales Cloud gotchas

High

Workflow Rules and Process Builder are retired

High

Bulk API batch quota exhaustion during large imports

Medium

Storage overage billing is non-obvious

Medium

Account-Contact many-to-many relationship mapping

Low

Territory and team member import ordering dependencies

PAWS gotchas		Salesforce Sales Cloud gotchas
Severity	Issue	Severity	Issue
Medium	RoboHelp-generated public docs raise documentation-quality concerns	High	Workflow Rules and Process Builder are retired
High	No public API documentation	High	Bulk API batch quota exhaustion during large imports
Medium	Pricing opacity blocks TCO comparison	Medium	Storage overage billing is non-obvious
		Medium	Account-Contact many-to-many relationship mapping
		Low	Territory and team member import ordering dependencies

Pair-specific challenges

Salesforce requires AccountId on Contact before migration — PAWS contacts without companies need pre-planning

Every Salesforce Contact requires an AccountId lookup field. PAWS contacts without a primary company association cannot land as Salesforce Contacts without first resolving this foreign-key constraint. FlitStack routes these orphaned PAWS contacts to Salesforce Lead, which has no required AccountId. However, this means your Salesforce Lead and Contact objects will both contain records that were contacts in PAWS — your admin needs to decide on a post-migration de-duplication strategy to merge duplicate records if both Lead and Contact objects receive the same PAWS contact.
Opportunity RecordTypeId is required — PAWS pipeline count drives Salesforce schema setup

PAWS deal pipelines have no direct Salesforce equivalent without RecordTypeId assignment. In Salesforce, every Opportunity must belong to a Record Type, and each Record Type has its own stage pick-list scoped to its Sales Process. If PAWS has multiple pipelines, each one requires a separate Salesforce Record Type with corresponding page layouts, field-level security, and validation rules. FlitStack delivers a Record Type and page-layout setup plan before migration data lands so your Salesforce admin can pre-create the schema — a step that routinely causes delays when discovered after records fail to insert.
Owner resolution by email match can leave records unowned

Salesforce OwnerId is a 15- or 18-character User record ID — it does not accept email strings. FlitStack resolves PAWS owner references by matching owner email addresses against Salesforce User records. Records whose owner emails have no matching Salesforce User are flagged before migration. If your team has not yet created Salesforce user accounts for all PAWS users, those records will either need a fallback owner assigned or the Salesforce user accounts created first. This is the most common source of post-migration data gaps in CRM migrations.
Custom field __c creation must precede data loading in Salesforce

Salesforce rejects inserts on custom fields that do not yet exist in the schema — there is no lazy creation during data load. Any PAWS custom property that has no Salesforce standard-field equivalent requires a __c field to be created in Salesforce Object Manager before the migration run. FlitStack generates a custom-field creation manifest listing every PAWS custom property, its Salesforce target object, the proposed field type, and whether it is a pick-list or free-text field. This manifest must be executed in your Salesforce org before the migration run commits.
Files over 25 MB must be handled manually — Salesforce ContentVersion default limit

PAWS attachments are downloaded during export and re-uploaded to Salesforce via ContentVersion. Salesforce's default per-file upload limit is 25 MB, and this limit cannot be changed without Salesforce support intervention or an org-specific exception. FlitStack flags any PAWS attachment exceeding this threshold during the sample migration phase so your team can decide whether to compress the file, split it into smaller chunks, store it externally and link via URL, or exclude it from the migration and re-upload manually after go-live. The chosen approach should be documented in the migration runbook to avoid data loss.

Migration approach

Six steps for a successful PAWS to Salesforce Sales Cloud data migration

Audit PAWS data model and create Salesforce schema manifest

FlitStack reads your PAWS data through its API or CSV export and profiles the object structure — standard objects, custom properties, owner assignments, and activity volumes. We cross-reference PAWS pipelines and custom properties against Salesforce's required-field constraints and generate a two-part schema manifest: a Salesforce custom-field creation list (every __c field needed before migration) and a Record Type setup plan for each PAWS pipeline. Your Salesforce admin executes the manifest before FlitStack begins data loading.
Resolve owners and validate user account coverage

FlitStack extracts all PAWS owner email addresses and matches them against Salesforce User records by email. The result is an owner-resolution report listing matched users, unmatched PAWS owners, and the record count affected by each unmatched owner. Your team decides whether to create Salesforce user accounts for unmatched owners or assign a fallback owner before migration. No record migrates without a valid Salesforce OwnerId or an explicit fallback assignment.
Sequence and migrate in dependency order: Accounts → Contacts/Leads → Opportunities → Activities

Salesforce enforces referential integrity — Contact requires AccountId and Opportunity requires AccountId and StageName. FlitStack sequences the migration in dependency order: Accounts first, then Contacts and Leads (split by PAWS company association), then Opportunities with StageName and RecordTypeId assignment, then Tasks, Events, Notes, and Files. Foreign-key lookups are resolved during the migration run using the Source_System_ID__c fields to maintain cross-system traceability.
Run sample migration with field-level diff

A representative slice of records — typically 100–500 covering Contacts, Accounts, Opportunities, and a sample of activity records — migrates first into a Salesforce sandbox or scratch org designated for validation. FlitStack generates a field-level diff report comparing source and destination values for every mapped field. You review the diff to verify that stage mapping, owner resolution, and custom field values landed as expected before the full run commits.
Execute full migration with delta-pickup window and rollback plan

After sample validation, FlitStack runs the full migration against your Salesforce production org. A delta-pickup window of 24–48 hours after the initial full run captures any records created or modified in PAWS during the cutover period. Every operation is logged in an audit trail. If reconciliation identifies data gaps or mismatches, one-click rollback reverts the Salesforce org to its pre-migration state so the migration can be re-run with corrected mappings.

Platform deep dives

Context on both ends of the pair

PAWS

Source

Strengths

Single application covering appointments, patient records, billing, inventory, and pharma delivery.
Consultation automation generating notes, prescriptions, and bills inside the exam workflow.
Automated client reminders and online client portal for owner engagement.
Mobile app delivered alongside the clinic SaaS platform.
Queue-management features designed to shorten waiting-room times.

Weaknesses

Sparse public reviews on G2, Capterra, and GetApp — limited peer validation.
No published pricing tiers, per-user rates, or trial details.
Public help documentation appears as RoboHelp-generated scaffolding rather than a polished knowledge base.
No public company-size, funding, or customer-count information for vendor-risk assessment.
API and integration depth not documented publicly.

Salesforce Sales Cloud

Destination

Strengths

Largest enterprise app ecosystem in CRM with 5,000+ AppExchange integrations covering nearly every vertical workflow.
Native Einstein AI delivers lead scoring, opportunity insights, and predictive forecasting without a third-party layer.
Advanced territory management, multi-currency, and flexible forecasting satisfy complex B2B revenue structures.
Deep platform extensibility: Custom Objects, Apex, Flow, and the Metadata API allow full schema customization.
Well-documented REST API, Bulk API, and Composite API with published rate limits for programmatic migration.

Weaknesses

Pricing model is layered and opaque in practice: per-seat fees plus storage overages, add-on subscriptions, and annual uplifts compound to 30–40% above sticker price.
Workflow Rules and Process Builder are deprecated, forcing all orgs onto Salesforce Flow — a migration task that catches many teams by surprise.
Steep administrative complexity: meaningful configuration requires a dedicated Salesforce admin or consultant.
API rate limits are edition-gated (100k/day base for Enterprise) and easily exhausted by large historical imports without throttling.
Data export is exportable via Data Loader but preserving relationship integrity across 30+ objects requires careful ETL sequencing.

	PAWS Source	Salesforce Sales Cloud Destination
Strengths	Single application covering appointments, patient records, billing, inventory, and pharma delivery. Consultation automation generating notes, prescriptions, and bills inside the exam workflow. Automated client reminders and online client portal for owner engagement. Mobile app delivered alongside the clinic SaaS platform. Queue-management features designed to shorten waiting-room times.	Largest enterprise app ecosystem in CRM with 5,000+ AppExchange integrations covering nearly every vertical workflow. Native Einstein AI delivers lead scoring, opportunity insights, and predictive forecasting without a third-party layer. Advanced territory management, multi-currency, and flexible forecasting satisfy complex B2B revenue structures. Deep platform extensibility: Custom Objects, Apex, Flow, and the Metadata API allow full schema customization. Well-documented REST API, Bulk API, and Composite API with published rate limits for programmatic migration.
Weaknesses	Sparse public reviews on G2, Capterra, and GetApp — limited peer validation. No published pricing tiers, per-user rates, or trial details. Public help documentation appears as RoboHelp-generated scaffolding rather than a polished knowledge base. No public company-size, funding, or customer-count information for vendor-risk assessment. API and integration depth not documented publicly.	Pricing model is layered and opaque in practice: per-seat fees plus storage overages, add-on subscriptions, and annual uplifts compound to 30–40% above sticker price. Workflow Rules and Process Builder are deprecated, forcing all orgs onto Salesforce Flow — a migration task that catches many teams by surprise. Steep administrative complexity: meaningful configuration requires a dedicated Salesforce admin or consultant. API rate limits are edition-gated (100k/day base for Enterprise) and easily exhausted by large historical imports without throttling. Data export is exportable via Data Loader but preserving relationship integrity across 30+ objects requires careful ETL sequencing.

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Migrate from PAWS to Salesforce Sales Cloud

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

PAWS

Salesforce Sales Cloud

How PAWS objects map to Salesforce Sales Cloud

What specifically takes care here

Six steps for a successful PAWS to Salesforce Sales Cloud data migration

Context on both ends of the pair

How hard is this migration?

Estimate your PAWS to Salesforce Sales Cloud migration cost

What are you migrating?

Frequently asked questions about PAWS to Salesforce Sales Cloud data migrations

Can't find your answer?

Related migrations to explore

Move from PAWS.
Land in Salesforce Sales Cloud, intact.

Migrate from PAWS to Salesforce Sales Cloud

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

PAWS

Salesforce Sales Cloud

How PAWS objects map to Salesforce Sales Cloud

What specifically takes care here

Six steps for a successful PAWS to Salesforce Sales Cloud data migration

Context on both ends of the pair

How hard is this migration?

Estimate your PAWS to Salesforce Sales Cloud migration cost

Frequently asked questions about PAWS to Salesforce Sales Cloud data migrations

Can't find your answer?

How long does a PAWS to Salesforce Sales Cloud migration take?

Will my PAWS workflows and automations migrate to Salesforce Flow?

What happens to PAWS custom properties in Salesforce?

Can I migrate PAWS attachments and files to Salesforce?

What happens to PAWS deal records in Salesforce?

Does the migration affect my PAWS account during cutover?

What if some PAWS contacts have no company assigned?

How is the PAWS owner resolved when the email does not match a Salesforce User?

Related migrations to explore

Move from PAWS. Land in Salesforce Sales Cloud, intact.

Move from PAWS.
Land in Salesforce Sales Cloud, intact.