Migrate from Planado to Salesforce Sales Cloud

The business you service in Planado becomes a Salesforce Account. Planado client name maps to Account.Name. If the Planado client has multiple locations, each location address becomes a separate Account address or a child Account under the parent. Phone, email, and domain fields map directly.

End‑customer contact records in Planado (such as the facility manager who receives service) become Salesforce Contacts under the corresponding Account. Each Contact’s name, phone, email, and title map directly to the standard Contact fields, while the client address can be stored in the Contact’s mailing address. Multiple contacts per client are linked to the same Account via AccountId, allowing you to view all service contacts in one place.

Planado employee records are split: basic contact info (name, phone) migrates as a Salesforce Contact under a 'Field Workers' Account for coordination records. If the employee needs Salesforce CRM login, they require a Salesforce User license — this is a customer decision and affects licensing cost.

Each completed or in‑progress Planado job becomes a Salesforce Case. The job title maps to Case.Subject, the status to Case.Status (Open, In Progress, Closed), and any description to Case.Description. The Case links to the corresponding Account via Case.AccountId. Additional fields such as original scheduled date, actual start/end times, and source Planado ID are stored on the Case for traceability.

Planado checklists are job-specific task lists with pass/fail results and timestamps. There is no Salesforce native checklist object. We map each checklist item to a custom pick-list or text field on Case (e.g., Safety_Check_Completed__c), or append checklist results as a CaseComment for audit trails. Customer selects the preferred approach.

Planado stores GPS coordinates for route waypoints and job arrival/departure times. Since Salesforce has no native GPS model, we create a Job_Route__c custom object with latitude, longitude, and timestamp fields, linked to the Case. Alternatively, address fields on the Case capture the job site location.

Photos and files attached to Planado jobs are downloaded and re‑uploaded as Salesforce Files (ContentDocument) linked to the corresponding Case via the ContentDocumentLink object. The original file name, file size, and upload timestamp are preserved in Salesforce’s metadata. Inline images embedded in job notes are extracted, saved as image files, and attached to the Case in the same way, ensuring visual evidence is retained for audit and customer reference.

Planado route schedules (assigned worker, job sequence, time windows) are transformed into Salesforce Events for each job appointment. Route-level data (day, total jobs, travel time) is stored in custom fields on the Event or as a parent custom Route object. The native Salesforce dispatcher console is not available — this is flagged for admin rebuild.

Any custom fields defined on the Planado Job object—such as Service_Type__c or Technician_Rating__c—are migrated as Salesforce custom fields on the Case object with the __c suffix. The original field type is retained: pick‑list fields become Salesforce pick‑lists, date fields become Date fields, numeric fields become Number fields. Default values set in Planado are replicated. Field labels and descriptions are documented in the pre‑migration schema plan.

Planado's built‑in job analytics and dispatcher reports have no direct Salesforce equivalent, so the underlying job data migrates to Cases and custom fields, but all reporting views must be rebuilt. FlitStack AI provides a data dictionary mapping migrated metrics to Salesforce fields, allowing you to recreate key KPIs in Salesforce Reports and Lightning Dashboard Builder. For analytics such as route efficiency, additional custom objects or AppExchange tools may be required.

Planado workflow rules—such as auto‑assigning jobs based on location or sending notifications on checklist failure—do not migrate. FlitStack AI exports each rule definition in a structured JSON file that details the trigger event, condition logic, and resulting actions, giving your Salesforce administrator a clear reference to rebuild the automation in Flow or Apex. This export is part of the migration package.