Migrate from Property Minder to Salesforce Sales Cloud

Property Minder contacts map directly to Salesforce Contacts. Most contacts will have an AccountId linking to a brokerage Account. Contacts without a primary company land on a default placeholder Account until manually reassigned. During migration, we preserve the original contact ID in a custom field for cross-reference and to support delta‑sync reconciliation.

Property Minder contacts marked as early‑stage prospects with no property association split to Salesforce Lead. Active client contacts migrate to Contact. The split is based on Property Minder's contact status field. If a contact's status changes after the initial migration, subsequent delta runs update the Lead or Contact record accordingly, keeping the classification current.

Property Minder company records representing brokerages, property management firms, or developer partners map to Salesforce Account. Account Name, Industry, Phone, and Website transfer directly. Parent‑child hierarchies preserved via ParentId. If a parent company does not yet exist in Salesforce, we create a placeholder Account and resolve the hierarchy after the parent record is loaded, preventing circular reference errors.

Property Minder listings require a custom Property__c object in Salesforce because standard objects do not accommodate real estate inventory. Custom fields capture address, listing status, MLS number, property type, bedrooms, and bathrooms. The custom object links to Account via a lookup field representing the listed property owner.

Property Minder agent‑to‑listing assignments (multiple agents per property) merge into a custom Property_Agent__c junction object linking Property__c to Contact. This preserves the many‑to‑many relationship that Salesforce's standard model does not support natively. Each junction record also stores the agent's role on the listing, such as Listing Agent or Co‑Agent, enabling role‑based reporting on transaction involvement.

Property Minder transactions map to Salesforce Opportunities. Transaction amount maps to Amount, expected close date to CloseDate, and stage to StageName. Each opportunity requires RecordTypeId assignment for correct page layout. We also preserve the original transaction ID and any custom flags in custom fields on the Opportunity for audit trail and downstream integration reference.

Property Minder deal stages (Inquiry, Showing, Offer, Under Contract, Closed) map value‑by‑value to Salesforce Opportunity Stage values. We preserve stage‑entry timestamps as custom datetime fields for historical pipeline reporting continuity. If your Salesforce org uses multiple Sales Processes, we map each stage to the appropriate process‑specific StageName so that record type and pipeline views align.

Property Minder showing records migrate as Salesforce Events with original start/end times, attendees (linked via WhoId to Contact), and subject lines. Property association preserved via custom Property__c lookup on the Event. We also retain the original showing identifier in a custom field for cross‑referencing and to support post‑migration reporting on showing activity.

Property Minder call and email activity logs migrate as Salesforce Tasks. Task Type distinguishes Call from Email. Owner assignment and original create timestamps preserved. Activity links to WhatId (Account or Opportunity) and WhoId (Contact). Any related notes or disposition codes are stored in custom fields on the Task, ensuring complete activity history for compliance and coaching purposes.

Property Minder custom fields for property details (HOA fees, lot size, year built, MLS number) create custom fields on Property__c. Picklist fields require value set creation in Salesforce with mappings to Property Minder values. We also generate a field‑level mapping document listing each custom field's API name, data type, and any transformation logic, which your admin uses to configure the fields in the sandbox before data loads.

Property Minder attachments (listing photos, contracts, disclosures) re‑upload to Salesforce Files. Files are linked to the associated Property__c or Opportunity record. Maximum file size limits per Salesforce apply; large files chunked if necessary. We also log the original file name and content type in custom fields on the ContentDocument, preserving context for search and retrieval in Salesforce.

Property Minder agent users resolved to Salesforce Users by email match. Unmatched agents flagged for admin action (invite to Salesforce or assign to fallback owner). OwnerId on migrated records points to the resolved User record. We also record the original Property Minder user role and territory in custom fields on the User record, helping maintain reporting continuity after migration.