Migrate from Salescamp CRM to Salesforce Sales Cloud

Salescamp Leads map to Salesforce Lead for unqualified prospects and Salesforce Contact for qualified buyers. We use the Salescamp Lead status field (or a custom qualification flag) as the split criterion, configured during scoping. The original Salescamp Lead ID and status are preserved in custom fields sc_original_id__c and sc_lead_status__c on the Salesforce record for reconciliation and audit. A Salescamp Lead may appear in multiple Collections; we deduplicate by email address before import and record all Collection memberships in a Campaign membership or custom junction object.

Salescamp Company records map to Salesforce Account. The Company name becomes the Account Name; any domain or website data maps to the Account Website field. Salescamp Companies are secondary to Leads in Salescamp's data model, so if a Company has no standalone record but is referenced on a Lead, we create the Account during import and link it to the Contact derived from that Lead.

Salescamp Collections have no direct Salesforce equivalent. We map each Collection to a Salesforce Campaign (using the Collection name as Campaign Name) and populate CampaignMember with the email addresses of Leads that belong to that Collection. CampaignMember Status maps from the Salescamp lead status within the Collection. If the customer uses Collections as static lists rather than dynamic segments, Campaign with Type=Static List is the correct equivalent.

Salescamp Deal Pipeline records map to Salesforce Opportunity. The pipeline stage in Salescamp maps to Salesforce StageName; we configure a corresponding Sales Process and Record Type on the Salesforce org before migration so that stage values are whitelisted and probability percentages are preserved from Salescamp. Deal value maps to Amount; deal name maps to Opportunity Name.

Each Salescamp pipeline stage becomes a Salesforce Opportunity Stage value on the configured Sales Process. Stage probability percentages migrate to StageProbability on the Opportunity Stage picklist. Closed-Lost and Closed-Won outcomes map to the standard Salesforce Won-Lost Status values.

Salescamp Call logs map to Salesforce Task with TaskSubtype=Call. Call duration and disposition map to custom fields call_duration_seconds__c and call_disposition__c. The WhoId on the Task points to the migrated Lead or Contact; the WhatId points to the related Opportunity if the call is associated with a Deal. ActivityDate preserves the original timestamp for timeline ordering.

Salescamp SMS logs map to Salesforce Task with a custom field sms_body__c holding the message content. Direction (inbound/outbound) maps to a custom sms_direction__c picklist. If the Salescamp SMS export includes a thread identifier, we preserve it in a custom field sms_thread_id__c for reference.

Salescamp email sync data (email associations on Leads) maps to Salesforce EmailMessage records linked to an Activity Task. The EmailMessage body migrates as the email content; the Task record provides the WhoId and ActivityDate for timeline placement. Subject line maps to the EmailMessage Subject field.

Salescamp meeting notes map to Salesforce Event. StartDateTime and EndDateTime preserve; any location data maps to Event Location. EventRelation records link the meeting attendees to the migrated Lead, Contact, and User records.

Salescamp Goals represent sales targets per user or team. We migrate goal definitions as custom fields on the Salesforce User record (e.g., annual_revenue_target__c, quarterly_deal_count_target__c). Target-tracking dashboards and charts do not migrate as Salesforce reports; we document the goal metrics and recommend a Salesforce Dashboard configuration post-migration.

Salescamp Users and Owners map to Salesforce User records. We resolve ownership by matching the email address from Salescamp to the Salesforce User email. Any Owner in Salescamp without a matching Salesforce User is placed in a reconciliation queue for the customer's admin to provision before record import resumes, because OwnerId is a required reference on Opportunity and Task.

Salescamp custom fields per object migrate to Salesforce custom fields on the corresponding object. We validate field type mapping (Salescamp picklist to Salesforce picklist, date to date, text to text) during scoping. Salesforce field-level security and page layout assignments are documented for the customer's admin to configure post-migration. Custom field API names receive the __c suffix per Salesforce naming convention.

Salescamp integration connections (1,000+ via Zapier and other connectors) are not accessible through the CSV export and cannot be migrated. The resulting lead data that entered Salescamp through integrations migrates as standard Lead records. We document every active integration for the customer's admin to reconfigure in Salesforce using native connectors, AppExchange apps, or Salesforce Flow-based API calls post-migration.