Migrate from REsimpli to Salesforce Sales Cloud

Wholesale pipeline stages have no native Salesforce equivalent

REsimpli's deal pipeline uses real estate stage names — Under Contract, Assignment Fee Collected, Rehab Started — that don't exist in Salesforce's default StageName pick-list. Each stage requires an explicit value-by-value mapping to a Salesforce StageName entry within the appropriate Sales Process and Record Type. If your REsimpli pipeline has 6–8 stages, plan for 6–8 Salesforce stage mappings plus probability re-applications per Record Type. FlitStack delivers the mapping plan before the migration run so your admin can pre-create the pick-list values.

Property data embedded in deals must decompose across multiple Salesforce fields

REsimpli stores property address, list price, ARV, rehab estimate, and MAO inside the Deal object. Salesforce has no native property object — property fields must be created as custom fields on the Opportunity record (Property_Address__c, List_Price__c, ARV__c, Rehab_Estimate__c, MAO__c). If the same property address also appears as an Account address (for the seller), you'll have the address stored twice — on Account and on Opportunity. FlitStack generates the full custom field creation plan upfront so nothing is missed before data lands.

Drip campaigns and AI follow-up sequences cannot migrate

REsimpli's drip campaigns, SMS sequences, and Gen 2 AI agent logic are automation-layer constructs with no equivalent in Salesforce's data model. They do not export as records and cannot be imported into Salesforce Flow or Sales Engagement without a manual rebuild. FlitStack exports the full campaign definition — step order, timing rules, message content, and enrollment criteria — as a structured reference document. Your Salesforce admin uses this to recreate sequences in Salesforce Sales Engagement, High Velocity Sales, or Flow.

Cash-buyer profiles need a custom Salesforce object or field strategy

REsimpli's cash-buyer database holds structured profiles (buyer type, investment criteria, funded status, max deal size) that Salesforce doesn't model natively. FlitStack maps buyer profiles to either Account custom fields (if buyers are entities) or a custom Buyer__c object (if individuals). The mapping approach must be decided before migration — different structures require different parent relationships and field schemas, which affect reporting across the buyer pipeline. For entity buyers, custom fields such as Buyer_Type__c, Max_Deal_Size__c, and Investment_Criteria__c are added to the Account object, while individual buyers require a separate Buyer__c object with a lookup to the Account, ensuring consistent data lineage and enabling targeted buyer outreach through Salesforce Flows or Sales Engagement.

Skip tracing data migrates as reference fields only

REsimpli's skip tracing results — phone numbers and emails enriched by third-party data providers — transfer as custom fields (SkipTrace_Phone__c, SkipTrace_Email__c) on Lead and Contact. These are point-in-time snapshots. Salesforce does not natively run skip tracing, so ongoing lead enrichment requires a separate AppExchange tool or third-party integration post-migration. The skip-trace timestamp is preserved as SkipTrace_Date__c for data-age transparency. These fields can be used in Salesforce reports, list views, and Flow automations to prioritize outreach. For enrichment, connect a skip‑tracing AppExchange package such as BatchSkip or a third‑party API that updates SkipTrace fields on schedule. The SkipTrace_Date__c field records the extraction timestamp so you can filter out stale data when needed.