Migrate from RealGreen by WorkWave to Salesforce Sales Cloud

RealGreen Customer maps to Salesforce Account as the primary company record. The primary contact on the customer record creates a linked Salesforce Contact with the IsPrimaryContact__c flag set. Multiple contacts per customer create additional Contact records with role designations in Account Contact Relations.

RealGreen contact roles (billing contact, service contact, site contact) map to Salesforce Contact records linked via AccountId. The contact's role designation is preserved as a Role__c custom pick-list field on AccountContactRelation for multi-role contacts.

RealGreen property records (service location with lawn size, property type, gate codes) do not have a direct Salesforce equivalent. We map these to a custom Property__c object with a lookup to Account or create address-specific Account records when properties represent distinct billing entities.

RealGreen work orders map to Salesforce Cases using a custom Record Type named 'Field Service Work Order'. Work order line items map to CaseLineItem__c custom objects or Opportunity Products if the workflow involves sales quotes. Original work order number preserved as Origin_Work_Order_ID__c for traceability.

RealGreen work order statuses (Scheduled, In Progress, Completed, Invoiced, Cancelled) map to Salesforce Case Status values. The mapping requires a value-by-value pick-list alignment with your target Case Status values. Status change timestamps preserved as custom datetime fields.

RealGreen routes with ordered stops have no Salesforce native equivalent. We create a custom Route__c object linked to the routing date and crew, with a RouteStop__c junction object storing stop sequence, customer lookup, estimated arrival, and completion timestamps. This preserves the operational routing history for reporting.

RealGreen employee records map to Salesforce Users by email resolution. Active field employees get Salesforce Platform Licenses or Field Service licenses. Office staff map to Salesforce Sales reps. Unmatched employees are flagged for admin onboarding or fallback assignment before migration runs.

RealGreen equipment records (mowers, trailers, specialized tools linked to properties or routes) have no Salesforce standard object equivalent. We create a custom Equipment__c object with lookups to Account (owner) and Route__c (assigned route). Serial numbers and maintenance history preserved as custom fields.

RealGreen invoice and payment history maps to custom Invoice__c and Payment__c objects linked to the Account. Invoice line items become InvoiceLine__c records. Payment method and transaction ID preserved for reconciliation. Note: payment token migration is out of scope per FlitStack policy.

RealGreen service completion records map to Salesforce CaseHistory for status transitions. Detailed service notes and crew comments map to Tasks with Type='Service Note'. Original service completion timestamps and crew assignments preserved as custom fields for reporting continuity.

RealGreen flag codes (priority customer, access issues, billing flags) used for operational routing and customer management map to a custom multi-select pick-list field FlagCodes__c on Account. These are informational flags, not Salesforce native flags or accounts.

RealGreen scheduled appointments map to Salesforce Events linked to the related Case via WhatId. Start and end times, technician assignment (WhoId to User), and service address preserved. Recurring service schedules documented as custom recurrence metadata for manual rebuild in Salesforce.