Migrate from Salesboom to Salesforce Sales Cloud

Salesboom Leads map directly to Salesforce Lead. The Lead Name, email, phone, status, source, and rating fields migrate 1:1. Any custom Lead fields in Salesboom map to Salesforce custom fields on Lead with equivalent data types. We set the Lead Source using Salesboom's lead_origin or utm_source field. Salesboom does not have a separate Contact object for unqualified prospects, so all Leads remain as Lead records in Salesforce pending the customer's lead qualification and conversion process.

Salesboom Accounts map to Salesforce Account. The Account Name, website, industry, phone, billing address, and shipping address migrate 1:1. We use the Account Name as the dedupe key during import to prevent duplicate Accounts. Custom Account fields in Salesboom (unlimited on all tiers) map to Salesforce custom fields with type-matched field types. Account is the first object imported because it is the parent of Contact and is referenced by Opportunity via AccountId.

Salesboom Contacts map to Salesforce Contact. We resolve the AccountId lookup using the Contact's associated Account Name as a match key against the Salesforce Account table. The Contact's email, phone, title, and department fields migrate 1:1. Custom Contact fields in Salesboom map to Salesforce custom fields on Contact. Salesboom allows unlimited custom fields on Contact with no per-field pricing; these carry over at no Salesforce per-field cost.

Salesboom Opportunities map to Salesforce Opportunity. The Opportunity Name, Amount, CloseDate, Stage, Probability, and Description fields migrate 1:1. We resolve AccountId by matching Salesboom's opportunity.account_name against the Salesforce Account name. OwnerId resolves via email matching against the Salesforce User table. Stage names from Salesboom map to the closest Salesforce StageName values; the customer configures the Salesforce Sales Process to whitelist the relevant stages before import.

Salesboom Tasks map to Salesforce Task. Subject, Status, Priority, ActivityDate, and Description migrate 1:1. The OwnerId resolves via email matching against the Salesforce User table. Task.WhatId resolves by matching the Salesboom task.parent_object and parent_record_id against the target Salesforce object (Account, Contact, Opportunity) by Name. Task records with no resolvable parent go into a reconciliation queue for the customer admin to address before production migration.

Salesboom Calendar Events map to Salesforce Event. StartDateTime, EndDateTime, Subject, Location, and Description migrate 1:1. Attendees from Salesboom Calendar Events link to EventRelation records in Salesforce, pointing to the related Lead, Contact, or User. We resolve the WhoId and WhatId using the same parent-record lookup approach used for Tasks. Duration and all-day event flags transfer directly.

Salesboom Notes migrate to Salesforce Note attached to the parent record (Lead, Contact, Account, or Opportunity). We resolve the ContentDocumentLink parent by matching the Salesboom note's associated_object_type and associated_object_id against the equivalent Salesforce record. Rich-text formatting in Salesboom Notes is preserved as plain text to ensure rendering consistency in Salesforce. Note body, title, and ownership migrate directly.

Salesboom Cases migrate to Salesforce Case. Status, Priority, Origin, Subject, and Description migrate 1:1. The parent Account and Contact lookups resolve via name and email matching respectively. Auto-assignment rules and escalation workflows do not migrate because they are platform-configured behaviors without a direct code equivalent in Salesforce; we document them for the customer's admin to configure in Salesforce Case Assignment Rules and Omni-Channel post-migration.

Salesboom's unlimited custom fields on any standard object migrate to Salesforce custom fields on the equivalent Salesforce object. We map field types explicitly: Salesboom text fields to Salesforce Text, picklists to Picklist, dates to Date, numbers to Number, and checkboxes to Checkbox. Custom field metadata (label, API name, help text) is included in the field map deliverable. Custom field data migrates with the parent record. Per-field pricing is zero at both Salesboom and Salesforce for standard CRM objects.

Salesboom workflow rules and time-based automation do not migrate as code because the two platforms use fundamentally different automation models. Salesboom's rule-based triggers with action sequences have no direct Salesforce Flow equivalent. We extract the complete inventory of active Salesboom workflows with their trigger logic, conditions, and action sequences and deliver this as a written document with recommended Salesforce Flow equivalents. The customer's admin or a Salesforce partner rebuilds the automations post-migration.

Salesboom AP module records (invoices, vendors, payments) do not have a standard Salesforce CRM equivalent. We migrate the data as Salesforce custom objects pre-created by the customer's admin before migration. Transaction history volume is scoped explicitly because large AP ledgers can dominate migration time. Customers choosing to migrate AP data need to pre-create the custom object schema; we provide the field map and validate the schema in the Salesforce Sandbox before production load.

Salesboom HR Policy Tracking, Payroll, PTO Management, and Expense Tracking modules each have schemas distinct from CRM objects. These migrate to Salesforce custom objects with pre-created schemas matching the source structure. We scope ERP module migrations separately from the core CRM migration because schema design for ERP records is customer-specific and the data volume can extend timelines significantly. ERP modules are paid add-ons at $10/user/month on Salesboom; equivalent Salesforce ERP functionality requires AppExchange packages or NetSuite integration.