Migrate from Salesflo Engage to Salesforce Sales Cloud

Salesflo Engage teams map to Salesforce Accounts because both represent organizational entities with locations, industry context, and hierarchical structures. The team's primary location address maps to Account.BillingAddress; additional location fields such as ShippingAddress are populated when secondary addresses exist. Teams without a parent relationship land as top-level Accounts in Salesforce, while nested teams create child Account hierarchies using the ParentAccountId relationship.

Salesflo Engage rep profiles contain both personal identity fields and role/assignment data. We map name, email, phone, and title to Salesforce Contact fields. Rep ownership of visit records in Salesforce is resolved via Contact.Email match to a Salesforce User, with unmatched reps flagged for admin onboarding before migration.

Every Salesflo Engage visit — scheduled or unscheduled — maps to a Salesforce Task with Type='Visit'. The Task WhoId links to the Contact representing the rep; the Task WhatId links to the Account representing the team or location visited. Original visit start/end timestamps are preserved in a custom datetime field.

Salesflo Engage captures GPS coordinates at visit check-in. Salesforce has no native GPS field on Account. We create a custom Location_Data__c field storing the last-known latitude and longitude as a text composite for reference, and surface the full visit GPS history as a related list on Account.

Each Salesflo Engage custom form definition becomes a Salesforce custom object. Form field types (text, number, date, picklist, checkbox) map to the equivalent Salesforce field types with __c suffix. The form name becomes the custom object label; underscores in the name are replaced per Salesforce naming rules.

Every Salesflo Engage form submission maps to a record in the corresponding Salesforce custom object. Submission metadata (submitted by rep, submission timestamp, visit context) is stored in standard Salesforce fields on the custom object record. Records are linked to the rep Contact and the team Account via lookup fields.

Salesflo Engage surveys with branching questions split into a parent custom object (survey header with metadata) and a child custom object (individual checklist items with response values). The relationship between header and items uses a master-detail or lookup field, mirroring the hierarchical structure of the survey in Salesflo Engage.

Salesflo Engage visit sequences and conditional routing rules have no direct Salesforce equivalent. We export the workflow definition as a structured JSON document for use in Salesforce Flow rebuild. Teams should engage a Salesforce admin or FlitStack consulting to translate the logic into Screen Flows or Record-Triggered Flows.

Salesflo Engage task assignments for reps map to Salesforce Task OwnerId. The OwnerId is resolved by matching the rep's email in Salesflo Engage to a Salesforce User record. If the rep does not yet have a Salesforce User account, tasks are assigned to a migration fallback owner and the rep relationship is preserved as a custom Contact lookup field.

Salesflo Engage rep routes and daily schedules (which stores location sequence and planned visit windows) map to Salesforce Events. The Event Subject carries the route name, the StartDateTime carries the planned visit window, and the Description field carries the full location sequence. Route data is available as a read-only reference in Salesforce after migration.

If Salesflo Engage stores company or account profile data (industry, employee count, address), those fields map directly to equivalent Salesforce Account fields. Salesforce Account.Industry uses a controlled pick-list; unmapped values are preserved as a custom Industry_Source__c text field for admin resolution post-migration.

Salesflo Engage in-app notification and alert configurations (reps receiving visit reminders, supervisor alerts on missed check-ins) have no Salesforce equivalent. These settings must be rebuilt as Salesforce Flow email alerts or in-app notifications using Salesforce's Flow Builder and Workflow Email Actions.