Migrate from Right On Interactive to Salesforce Sales Cloud

Right On Interactive Contacts with lifecycle stages below sales qualified lead (Subscriber, Lead, MQL) map to Salesforce Lead. Contacts with lifecycle stages at SQL and above (Opportunity, Customer, Advocate) map to Salesforce Contact tied to an Account. The lifecycle stage label set is per-account configuration, so we capture the complete label matrix during discovery, create a Salesforce custom picklist field lifecycle_stage__c, and populate it from the source stage assignment. The original stage label is preserved for audit and rebuild of segmentation logic.

Right On Interactive Account records store the firmographic data used in 3D scoring. They map directly to Salesforce Account. The Account Name, Website, Industry, and Phone migrate as standard fields. We resolve the AccountId on Contact at migration time before Contact insert so that the lookup relationship is satisfied. Account records are imported before Contact records in all phases.

Right On Interactive's behavioral sub-score (email opens, link clicks, page visits, form submissions) migrates to a custom number field on Contact. We map the behavioral dimension to a field named behavioral_score__c with scale 0 and precision 5. The original score range is normalized if the source platform uses a different scale than 0-100.

The demographic sub-score (title, seniority, department, company size signals) migrates to demographic_score__c on Contact. This field captures the second dimension of Right On Interactive's 3D model that does not map to any native Salesforce field. If the source exports a combined demographic score, we migrate it as-is; if individual signals are available, we store them as separate custom number fields and document the scoring algorithm for future rebuild.

The firmographic sub-score (industry match, company revenue signals, employee count fit) migrates to firmographic_score__c on Contact. Industry and revenue-range matching logic from Right On Interactive is preserved as a custom formula field or documented algorithm depending on complexity. The aggregate 3D score is stored in the native Salesforce Lead Score or a custom aggregate_score__c field.

Lifecycle stages in Right On Interactive are account-configured labels, not a fixed schema. We create lifecycle_stage__c as a Salesforce custom picklist field with all values from the source label matrix as picklist entries. Stage values like Prospect, MQL, SQL, Opportunity, Customer, Advocate are preserved verbatim. A secondary custom field original_lifecycle_source__c stores the source system name for audit trail.

Right On Interactive Opportunity records sync from CRM integrations and drive lifecycle stage transitions. They map to Salesforce Opportunity with StageName, Amount, CloseDate, and OwnerId resolved. Record Type assignment is determined by the customer's pipeline structure during scoping. Where Right On Interactive stores multiple pipelines, we map each to a Salesforce Record Type.

Right On Interactive Campaign records include program assets, budgets, and multi-channel assignments. They map to Salesforce Campaign with Name, Type, Status, BudgetedCost, and StartDate preserved. Campaign Member associations (which contacts responded to which program) migrate as CampaignMember records linking the migrated Contact or Lead to the migrated Campaign.

Right On Interactive engagement events (email opens, link clicks, form submissions, page visits) are preserved as Salesforce Task records with TaskSubtype=Email and custom fields capturing the engagement type, asset name, and timestamp. Each engagement event generates one Task record linked to the Contact via WhoId. ActivityDate preserves the original engagement timestamp for timeline ordering. High-volume engagement histories (over 100,000 records) use Bulk API 2.0 with chunking and exponential backoff.

Event and webinar registrations including invitation status, attendance records, and follow-up sequence associations migrate as CampaignMember records. The Right On Interactive event becomes a Salesforce Campaign; each registrant becomes a CampaignMember with Status, HasResponded, and any custom registration fields preserved. Follow-up task creation for attended contacts is documented in the automation playbook for Salesforce Flow rebuild.

Landing pages and associated form fields can be exported as HTML templates or template assets from Right On Interactive. We deliver the exported templates and document any embedded dynamic content, form field mappings, and submission handlers that require rebuild in Salesforce Experience Cloud, Web-to-Lead, or a third-party form tool. Active pages with dynamic personalization rules are flagged as high-effort rebuilds.

Social listening data including mention counts and sentiment scores are stored as contact attributes in Right On Interactive. We migrate mention counts as custom number fields (social_mentions_count__c) and sentiment scores as a custom picklist or number field (social_sentiment_score__c). Raw social stream data requires separate export handling and may not fully transfer; we flag the gap in the migration deliverable and recommend a Salesforce Social Studio or Hootsuite integration as the post-migration replacement.