Migrate from Sales Infinite to Salesforce Sales Cloud

Sales Infinite Contacts with Lifecycle Stage indicating unqualified or prospect status map to Salesforce Lead. Contacts with Lifecycle Stage indicating qualified, opportunity, or customer status map to Salesforce Contact tied to an Account. We compute the split at migration time using the Sales Infinite lifecyclestage property, and preserve the original value in a custom field si_original_lifecycle__c on both Lead and Contact for historical audit. If the destination org does not have a separate Lead object (certain Salesforce configurations), we merge all records into Contact and preserve the original Lifecycle Stage as a custom property.

Sales Infinite Account records map directly to Salesforce Account. The Account name, industry, annual revenue, and type fields translate cleanly. We flag any custom Account properties that do not map to standard Salesforce Account fields, as these require custom field creation before the Account import batch. Account is inserted before any Contact import so that the AccountId Lookup relationship is satisfied at Contact insert time.

Sales Infinite Deals map to Salesforce Opportunity. Amount, CloseDate, and StageName migrate directly. The pipeline stage label set from Sales Infinite is captured during discovery and mapped to a Salesforce Record Type and Sales Process that we configure before migration. Closed-Lost and Closed-Won reasons from Sales Infinite become Salesforce Loss Reason and custom Win Reason fields.

Each Sales Infinite pipeline becomes a Salesforce Record Type on Opportunity with a corresponding Sales Process that whitelists the relevant stage values. Stage probability percentages migrate from Sales Infinite to Salesforce StageProbability, with rounding to the nearest integer. The AI-generated probability suggestions from Sales Infinite are noted in the handoff documentation but do not auto-populate in Salesforce; the customer's admin sets probabilities as part of the pipeline configuration.

Sales Infinite pipelines map to Salesforce Record Types on Opportunity. Each Record Type gets its own Page Layout and Sales Process so that stage values remain scoped per line of business. If Sales Infinite has generated multiple pipelines for the same object, we create one Record Type per pipeline with stage labels preserved exactly as they appear in the source.

If the destination Sales Infinite tier includes a separate Lead object, it maps directly to Salesforce Lead. Lead status from Sales Infinite maps to Salesforce Lead Status. Any lead scoring value computed by Sales Infinite's AI model migrates to a custom field si_lead_score__c on the Salesforce Lead for the customer's admin to use in Flow criteria.

Sales Infinite call engagements map to Salesforce Task with TaskSubtype = Call. Call disposition, duration, and any recording URL migrate to custom Task fields. Activity timestamp from Sales Infinite becomes ActivityDate to preserve timeline ordering. OwnerId resolves via email match against Salesforce User table.

Sales Infinite email engagements migrate to Salesforce EmailMessage records (the email content and headers) linked to an Activity Task record (the timeline entry). The WhoId on Task points to the converted Lead or Contact; WhatId points to the related Opportunity or Account. Email body and attachments migrate as ContentDocument records linked via ContentDocumentLink.

Sales Infinite meeting engagements map to Salesforce Event with StartDateTime, EndDateTime, and Location preserved. Attendee resolution links to EventRelation records pointing at the converted Leads, Contacts, and Users. Meeting notes migrate as Event Description or as a linked Note via ContentDocumentLink.

Sales Infinite task engagements (to-dos, follow-ups) map to Salesforce Task with Status, Priority, and ActivityDate preserved. Task subject, body, and due date migrate directly. OwnerId resolves via email match against the Salesforce User table. Any linked Salesforce Opportunity or Account reference migrates as the Task WhatId.

Sales Infinite Notes migrate as Salesforce Note records. Note title, body, and creation timestamp migrate. Notes are linked to the parent record (Lead, Contact, Account, or Opportunity) via ContentDocumentLink. If Sales Infinite Notes contain embedded images, these migrate as separate ContentDocument records.

File attachments in Sales Infinite are downloaded via individual API requests per record and re-uploaded to Salesforce as ContentVersion records. Each ContentVersion is linked to a ContentDocument which is in turn linked to the parent object (Contact, Account, Opportunity, or Lead) via ContentDocumentLink. Large attachment sets increase migration time significantly; we flag any attachments exceeding Salesforce's 25 MB per file limit for customer decision on chunking or omission.

Custom fields on any standard object in Sales Infinite require schema discovery before mapping. We identify picklist values, formula field outputs, and roll-up summary equivalents during the discovery phase. Each custom field is pre-created in Salesforce with the appropriate field type before any data import phase begins. Field-level security is set to Read/Write for the migration user and locked down post-migration per the customer's profile requirements.

If Sales Infinite contains custom objects beyond the standard set, they migrate to Salesforce custom objects of equivalent API name with the __c suffix. We pre-create the destination schema including all custom fields, lookup relationships, and validation rules before any data import. Custom object import runs after all standard object imports because custom objects in Sales Infinite often contain lookups to standard objects.

Sales Infinite Owners map to Salesforce User records by email match. Any Sales Infinite Owner without a matching Salesforce User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Active/inactive status is preserved from the source. We do not create Salesforce Users; that action requires admin credentials and is outside the migration automation scope.

Sales Infinite tags stored as multi-checkbox properties migrate to Salesforce multi-select picklist fields on the relevant object. Tags used for classification migrate to Salesforce Topics with TopicAssignment records. The tag-to-field strategy is confirmed during scoping with the customer's RevOps lead.