Migrate from Real Geeks to Salesforce Sales Cloud

Real Geeks leads marked 'Active' or 'Not Contacted' migrate directly to Salesforce Lead objects, preserving the original Real Geeks lead identifier in the custom Source_System_ID__c field. This ID enables precise traceability, supports delta‑run de‑duplication, and allows the migration tool to match updates from the source API to the correct Salesforce record during the cutover window.

Real Geeks leads whose status indicates a closed transaction ('Closed Escrow', 'In Escrow') or a terminated prospect ('Cancelled', 'Dead') are routed to Salesforce Contact records instead of Leads. These Contacts retain the original lead ID in Source_System_ID__c and later attach to newly created Account records using the property address for real‑estate transaction reporting.

Salesforce has no native urgency field. We create a custom pick-list field (Lead_Urgency__c) and map Real Geeks values: 'Cold' → Cold, 'Warm' → Warm, 'Hot' → Hot, 'Contacted' → Contacted, 'Not Contacted' → Not Contacted. Any custom urgency values added in Real Geeks Lead Manager are preserved as additional pick-list entries.

Real Geeks timeframe values ('Immediately', '1 Week', '2-4 Weeks', '30 Days', '60 Days', '90 Days', '3-6 Months', '6-12 Months', '1 Year Or More') have no Salesforce equivalent. We create Estimated_Close_Timeline__c as a custom pick-list on Lead with value-by-value mapping from source.

Real Geeks tags are flat string lists attached to leads. For fewer than 150 unique tags, we create a multi-select pick-list (Lead_Tags__c). For larger tag sets, tags map to Campaign Members or a custom junction object so Salesforce reporting isn't constrained by pick-list limits.

Call activities exported from Real Geeks include call type, start timestamp, duration, and notes. Each activity becomes a Salesforce Task with Type='Call', Subject containing caller/recipient, and original timestamp in ActivityDate. Call duration is saved in CallDurationInSeconds. Owner resolution matches the Real Geeks agent email to a Salesforce User; any unmatched owners are flagged for manual assignment before the final load.

Email activities from Real Geeks map to Salesforce Tasks with Type='Email'. The original subject becomes the Task Subject; the email body transfers to Description. Attachments are downloaded and re‑uploaded to Salesforce Files, then linked to the associated Lead or Contact via ContentDocumentLink. Owner resolution matches the Real Geeks agent email to a Salesforce User; unmatched owners are flagged for manual assignment.

Meeting activities exported from Real Geeks are transformed into Salesforce Event records, preserving the original start and end times in StartDateTime and EndDateTime, the meeting subject in Subject, and the location in Location. The meeting description is stored in the Description field. Owner assignment uses email matching between the Real Geeks agent and Salesforce Users; any owners without a matching user are logged for manual assignment before the data load.

Real Geeks records the precise origin of each lead, such as IDX portals, Zillow, Realtor.com, or custom API integrations. The primary source category is loaded into Salesforce's standard LeadSource field, while the granular attribution detail—such as the exact portal or campaign name—is stored in a custom text field called Lead_Source_Detail__c. This split preserves reporting flexibility and ensures that the full acquisition path is visible on the Lead record.

Free‑text notes attached to Real Geeks leads are exported and converted into Salesforce Notes linked to the corresponding Lead or Contact via the WhoId field. For organizations with extensive note histories, the migration uses the Salesforce Bulk API to batch‑load thousands of notes efficiently, preserving the original creation timestamp and author information. Any malformed notes are logged for manual review before the final import.

Real Geeks lead status values ('Active', 'In Escrow', 'Closed Escrow', 'Cancelled', 'Dead') map to Salesforce Lead Status pick-list entries. 'Closed Escrow' and 'In Escrow' status leads also generate an Account record since these represent real estate transactions tied to property addresses.

Salesforce automatically populates the system‑generated CreatedDate and LastModifiedDate fields when records are inserted during migration. To retain the original activity timeline, the Real Geeks creation timestamp is stored in a custom datetime field called Original_Create_Date__c, and the last‑modified timestamp is preserved in Original_LastModified_Date__c. These custom fields enable historical reporting that reflects the true lifecycle of each lead in the source CRM.