Migrate from Realvolve to Salesforce Sales Cloud

Realvolve contacts map 1:1 to Salesforce Contacts. Every standard Realvolve field (first name, last name, email, phone, address) has a Salesforce field with the same semantic meaning. Realvolve users are resolved by email match to Salesforce users for OwnerId assignment. Contact categories (Groups) are preserved as a custom text field (Contact_Category__c) for segmentation continuity.

Realvolve company records map to Salesforce Accounts. Company name, website, address, industry, and employee count transfer directly. Realvolve supports multi-contact companies; Salesforce contacts have a primary AccountId plus Account Contact Relations for additional associations. We migrate the primary company link and surface additional company associations as Account Contact Relations in Salesforce.

Realvolve transactions map to Salesforce Opportunities — deal name, amount, close date, and stage transfer as Name, Amount, CloseDate, and StageName. Realvolve's extended transaction fields (transaction status, agent role, commission split, referral source, MLS number) require a custom Transaction_Detail__c object or custom fields on Opportunity since Salesforce has no native real estate transaction object.

Realvolve property records (address, listing status, MLS number, property type, listing agent, asking price) have no native Salesforce equivalent. We create a Property__c custom object with lookup to Account for owned/inventory properties, or extend Account with custom address and listing fields for property-related accounts. The choice is made during the schema planning phase based on your data volume.

Realvolve engagement records (emails, calls, meetings) map to Salesforce Tasks and Events respectively. Email and call activities become Tasks with Type='Email' or Type='Call'; meetings become Events with original start/end timestamps and subject preserved. Owner assignment and parent record links (Contact, Account, Opportunity) transfer to maintain activity timeline continuity in Salesforce.

Realvolve notes migrate as Salesforce Notes (Lightning-ready Notes object, not legacy Note). The note body, title, parent record link (Contact, Account, Transaction), and creation timestamp transfer. If notes contain rich-text formatting or embedded images, those are downloaded and re-hosted; inline image URLs are preserved as text references.

Realvolve Groups and Contact Categories are flattened into a custom Contact_Category__c text field on Contact. Multiple category assignments per contact are joined with semicolons. For teams using Groups for team-based routing, we can map them to Salesforce public groups post-migration, though group membership is not automatically created during the data load.

Realvolve workflow packages — Transaction Coordination Suite, Listing Management Suite, Sphere of Influence Suite, Past Client Follow-up Suite, and Lead Conversion Suite — are add-on bundles that execute inside Realvolve's engine. They have no Salesforce equivalent and cannot be exported as runnable logic. We export your workflow definitions as a structured reference document so your Salesforce admin can rebuild equivalent Flows in Salesforce. This export is included in all Realvolve migrations.

Realvolve merge fields used in email templates and documents have no Salesforce equivalent. Salesforce uses merge fields tied to its own field API names (e.g., {{Contact.FirstName}}). We export your current Realvolve merge field usage as a template inventory so your Salesforce admin can recreate the templates in Salesforce's Content Builder or Flow email actions using the correct Salesforce merge field syntax.

Realvolve file attachments on contacts, companies, and transactions re-upload to Salesforce Files. Files are associated with their parent record via ContentDocumentLink. Salesforce's 25MB per-file limit applies; larger files are chunked or linked by URL reference. Inline images in notes are downloaded and re-hosted in Salesforce Files.

Realvolve integrations built in Zapier (e.g., lead capture forms, calendar sync, MLS data feeds) cannot migrate directly. Zapier triggers and actions are platform-specific. We document your Zapier workflow triggers and recommend Salesforce-native equivalents (Web-to-Lead, Salesforce Calendar Sync, Salesforce Connect) or AppExchange apps for each integration use case.

Realvolve users are matched to Salesforce users by email address. Owner resolution runs before the migration so no Opportunity or Contact lands without a valid OwnerId. Users in Realvolve who do not have a Salesforce license are flagged before the migration runs — the team either licenses them in Salesforce or assigns their records to a fallback owner. Active/inactive status is preserved in a Source_User_Active__c flag.