Migrate from ResMan to Salesforce Sales Cloud

ResMan Properties map to Salesforce Accounts where the Account Name is the property name or management company. Property address maps to Account.BillingAddress. Multi-building portfolios may require parent Account hierarchy for fund-level or portfolio-level rollup reporting. Custom fields capture property type, unit count, and occupancy status.

Units have no Salesforce standard equivalent. We create a Property_Unit__c custom object with a lookup to the Account (property) and fields for unit number, bedrooms, bathrooms, square footage, market rent, and current occupancy status. Each unit record links to its Account-level property for rollup reporting on total units and vacancy rates.

Tenants map directly to Salesforce Contacts. The Contact's AccountId links to the Property Account. Name, email, phone, and address fields migrate directly. Custom fields on the Contact capture lease start/end dates, security deposit amount, Section 8 flag, income verification status, and eviction history for compliance and audit purposes.

Active leases map to Salesforce Opportunities when the migration serves a sales reporting purpose — the Opportunity tracks lease value, close date (lease end), and stage (renewal, month-to-month, terminated). For full lease term detail, we create a Lease__c custom object with fields for term length, rent amount, escalation clauses, pet policy, and renewal options that don't fit Opportunity's standard fields.

Rent payments and charges have no Salesforce standard equivalent. We create a Payment__c custom object linked to the Contact (tenant) and Account (property), storing payment date, amount, type (rent, late fee, deposit), and payment method. High-frequency payment history generates Activity records for timeline display on the Contact. Full accounting reconciliation requires Salesforce Financial Services Cloud or an ERP integration.

Work orders map to Salesforce Cases using the Case object with a custom record type for maintenance. The Account (property) and Contact (tenant who submitted) link automatically. Custom fields capture unit location, priority (emergency, routine, preventive), vendor assigned, cost, and completion date. Original work order numbers stored in Source_System_Reference__c for traceability.

Documents attached to tenants, leases, or properties migrate as Salesforce Files. The ContentDocument links to the related Contact or Account via ContentDocumentLink. PDF lease agreements, addenda, and notices attach to the Contact record for tenant document access. Maximum file size follows Salesforce's 25MB per file limit.

Vendors who perform maintenance work on properties migrate as separate Accounts with a custom Vendor_Type__c pick-list (HVAC, Plumbing, Electrical, General). They are distinguished from property Accounts via record type. Vendor contact information, insurance policy numbers, and credential expiration dates store in custom fields on the vendor Account for compliance tracking. Contact records for vendor representatives link to the vendor Account for direct communication within Salesforce.

Property owners and investors map to Accounts with a custom Owner_Investor__c flag. If the owner relationship involves fund-level opportunities (capital calls, distributions), those model as Opportunities linked to the investor Account. Ownership percentages and entity type (LLC, Trust, Individual) store in custom fields on the Account.

ResMan staff accounts map to Salesforce Users resolved by email match. Unmatched staff are flagged before migration; your team either creates Salesforce Users first or assigns their records to a fallback Owner. ResMan role-based access (property manager, maintenance supervisor, accounting) translates to Salesforce Profiles and Permission Sets for field-level security.