CRM migration
Field-level mapping, validation, and rollback between Real Properties and Salesforce Sales Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Sales Cloud.
Real Properties
Source
Salesforce Sales Cloud
Destination
Compatibility
9 of 11
objects map 1:1 between Real Properties and Salesforce Sales Cloud.
Complexity
BStandard
Timeline
48–72 hours
Overview
Real Properties uses a property-centric data model built around Listings, Contacts, and Owners linked through a many-to-many relationship that tracks every transaction stage from active listing through closing. Salesforce Sales Cloud has no native real estate listing object — Listings become Opportunities, Owners become Contacts linked to Accounts, and property-specific attributes (bedrooms, square footage, lot size, listing status) require a custom Property__c object with custom fields to preserve the data shape. FlitStack AI extracts all Real Properties records via the platform's API, maps Listings to Salesforce Opportunities with a custom Property__c junction, resolves Owner emails to Salesforce User records, re-uploads photo attachments to Salesforce Files, and preserves original listing and close dates as custom datetime fields for reporting continuity. Workflows, automations, email templates, and third-party integrations do not migrate — we export definitions for your Salesforce admin to rebuild in Flow. The migration also handles multi-owner listings by creating multiple OpportunityContactRole entries, maps custom listing fields to Property__c custom fields using the __c suffix, and supports delta-pickup windows to capture any records created or modified during the cutover period. Your team continues working in Real Properties throughout the process, with a final delta sync ensuring Salesforce reflects the complete final state at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Real Properties 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.
Real Properties
Contact
Salesforce Sales Cloud
Contact
1:1Direct one-to-one map. Real Properties stores agent and buyer contacts with name, email, phone, and address. In Salesforce, Contact records require an AccountId — FlitStack creates or matches a primary Account per contact using the contact's company name or a default 'Unassigned Accounts' record when no company is present.
Real Properties
Owner
Salesforce Sales Cloud
Contact
1:1Real Properties Owner records are structurally identical to Contact records (name, email, phone, address). They migrate to Salesforce Contact objects. Owners linked to Listings generate Opportunity Contact Role entries in Salesforce linking the Contact to the corresponding Opportunity. Multiple owners on a single listing create multiple Opportunity Contact Role entries.
Real Properties
Company / Brokerage
Salesforce Sales Cloud
Account
1:1Real Properties stores brokerage and company entities as Company records. These map to Salesforce Account records. Brokerage-level attributes including company name, website, and industry land in standard Account fields. Parent-child company hierarchies in Real Properties map to the Account.ParentId field in Salesforce, preserving organizational structures across both platforms.
Real Properties
Listing
Salesforce Sales Cloud
Opportunity + Property__c
many:1Real Properties Listings carry two categories of data: transactional data (price, status, listing date, close date, owner) that belongs on a Salesforce Opportunity, and property-specification data (bedrooms, bathrooms, sqft, lot_size, year_built, property_type, mls_number) that requires a custom Property__c object. FlitStack creates the Property__c record, then creates the Opportunity with a lookup to Property__c.
Real Properties
Listing Status
Salesforce Sales Cloud
Opportunity.StageName + Property_Status__c
1:1Real Properties listing_status values (Active, Pending, Under Contract, Sold, Off-market, Withdrawn) map to Salesforce Opportunity StageName values. We build the stage mapping with you during discovery: Active → 'Prospecting' or 'Value Proposition', Pending → 'Proposal/Price Quote', Sold → 'Closed Won', Off-market → 'Closed Lost'. Each stage probability is applied per Salesforce's stage-forecast model.
Real Properties
Listing Photo / Attachment
Salesforce Sales Cloud
ContentDocument / Salesforce Files
1:1Real Properties stores property photos as hosted URLs in a photo_gallery field. FlitStack downloads each image and re-uploads it as a Salesforce File attached to the corresponding Property__c record. File-size limits apply: Salesforce Files cap at 25MB per file. Large galleries with images exceeding this limit are flagged before migration so your team can pre-process or selectively upload.
Real Properties
Listing-to-Contact Association (N:N)
Salesforce Sales Cloud
OpportunityContactRole + Listing_Contact_Junction__c
many:1Real Properties allows multiple owners and agents to be linked to a single listing simultaneously. Salesforce OpportunityContactRole covers the primary buyer/agent role. Any additional roles (co-agent, title contact, co-owner) require a custom Listing_Contact_Junction__c junction object that FlitStack creates and populates. This is surfaced in the migration plan before data moves.
Real Properties
Custom Listing Fields
Salesforce Sales Cloud
Property__c custom fields
1:1Real Properties allows custom fields on Listing records beyond the standard set. Every custom listing field becomes a custom field on the Property__c object in Salesforce, with the __c suffix and the appropriate data type (Text, Number, Picklist, Date, Checkbox). FlitStack generates the field-creation metadata as part of the migration plan.
Real Properties
mls_number
Salesforce Sales Cloud
Property__c.MLS_Number__c
1:1MLS number migrates as a direct Text field on Property__c. This field is often used as an External ID in Salesforce to support upsert operations on subsequent delta migrations, so FlitStack marks it as an External ID candidate in the migration plan.
Real Properties
Listing Note / Comment
Salesforce Sales Cloud
Note on Property__c
1:1Free-text notes attached to a listing in Real Properties migrate as Salesforce Notes linked to the Property__c record. Rich-text formatting in source notes is preserved where the destination Note object supports it. Plain-text fallback is applied if the source formatting cannot be parsed.
Real Properties
Owner Email (for User resolution)
Salesforce Sales Cloud
Opportunity.OwnerId
1:1Every Owner in Real Properties carries an email address. FlitStack matches this email against the list of active Salesforce Users. Matched owners populate Opportunity.OwnerId directly. Unmatched owners are flagged before migration — your team either creates a Salesforce User for them or assigns their opportunities to a fallback owner. No opportunity lands without an OwnerId.
| Real Properties | Salesforce Sales Cloud | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Owner | Contact1:1 | Fully supported | |
| Company / Brokerage | Account1:1 | Fully supported | |
| Listing | Opportunity + Property__cmany:1 | Fully supported | |
| Listing Status | Opportunity.StageName + Property_Status__c1:1 | Fully supported | |
| Listing Photo / Attachment | ContentDocument / Salesforce Files1:1 | Fully supported | |
| Listing-to-Contact Association (N:N) | OpportunityContactRole + Listing_Contact_Junction__cmany:1 | Fully supported | |
| Custom Listing Fields | Property__c custom fields1:1 | Fully supported | |
| mls_number | Property__c.MLS_Number__c1:1 | Fully supported | |
| Listing Note / Comment | Note on Property__c1:1 | Fully supported | |
| Owner Email (for User resolution) | Opportunity.OwnerId1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Real Properties gotchas
Catalog entry is mismatched — realproperties.com is a brokerage, not a CRM
Salesforce Sales Cloud gotchas
Workflow Rules and Process Builder are retired
Bulk API batch quota exhaustion during large imports
Storage overage billing is non-obvious
Account-Contact many-to-many relationship mapping
Territory and team member import ordering dependencies
Pair-specific challenges
Migration approach
Audit Real Properties data model and export record inventory
FlitStack connects to Real Properties via the platform's API using scoped read access — no write permissions are requested. We pull a full inventory of all contacts, owners, companies, listings, and custom listing fields, plus attachment metadata (file names, URLs, sizes). We profile data quality: duplicate contacts, missing emails on owners, listings with no linked contacts, and property records with incomplete addresses are flagged in a pre-migration data quality report. This audit forms the baseline for the field-mapping document and migration plan.
Design Salesforce Property__c object and field schema
Based on the data inventory, FlitStack delivers a Property__c object design: which custom fields to create (bedrooms, bathrooms, sqft, lot_size, year_built, property_type, mls_number, address components), which Salesforce edition features are needed (custom objects, junction objects, external IDs), and how Opportunity records will link to Property__c records via a lookup field. We also deliver the stage-mapping table for Opportunity StageName values. Your Salesforce admin creates the object and fields in the target org — or FlitStack creates them via the Metadata API if your org grants API access.
Resolve owner and contact emails against Salesforce Users
FlitStack extracts every owner email from Real Properties and queries Salesforce for matching active User records. The resolution report lists matched owners (OwnerId confirmed), unmatched owners (flagged with the email address and a request to create a Salesforce User or assign a fallback), and any contacts with missing email addresses that will create Account records with an empty primary contact. Owner resolution must be complete and confirmed before the migration load begins — FlitStack will not insert Opportunity records with unresolvable OwnerId values.
Run a sample migration with field-level diff on 50–100 records
A representative slice of records migrates first: 20–50 listings with varied property types and status values, 50–100 associated contacts and owners, and 5–10 photo attachments. FlitStack generates a field-level diff comparing source values against destination values for every mapped field. You verify that listing_status mapped to the correct StageName, that bedrooms/bathrooms/sqft landed on Property__c, that primary owner emails resolved to Salesforce User records, and that photo files appear in the Property__c Files tab. Any mapping errors are corrected before the full migration is authorized.
Execute full migration with delta-pickup window and rollback on demand
The full migration loads in dependency order: Accounts first, then Contacts and Owners, then Property__c records, then Opportunities with OpportunityContactRoles, then photo files via ContentVersion API. During the load, your Real Properties account remains fully operational — FlitStack holds a read-only API session. A delta-pickup window of 24–48 hours after the initial load captures any listings, contacts, or status changes created or modified in Real Properties during the migration window. An audit log records every insert, update, and error. If reconciliation reveals missing records or incorrect field values, one-click rollback reverts the Salesforce org to its pre-migration state using the audit log.
Platform deep dives
Real Properties
Source
Strengths
Weaknesses
Salesforce Sales Cloud
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Real Properties and Salesforce Sales Cloud.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Real Properties: Not applicable.
Data volume sensitivity
Real Properties doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Real Properties to Salesforce Sales Cloud migration scoping. Not seeing yours? Book a call.
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