Migrate from Salesforce Field Service to monday CRM

Salesforce Contact maps to a Monday CRM item in the Contacts board. Monday stores contacts as items with Name, Email, Phone, and custom columns. The Salesforce contact ID is preserved as a Source_ID__c column for delta-run de-duplication, and it serves as a primary key for future integrations.

Salesforce Account maps to Monday CRM Company board items. Standard fields — Name, Website, Industry, Phone — map to matching Monday text and link columns. Multi-site accounts with child locations may require separate board items or group-by organization depending on business rules.

Each Salesforce Work Order becomes a Monday item in a Service Work Orders board. Monday's Status, Priority, and Timeline columns replicate the Work Order status and due-date fields. The Salesforce WorkOrderId is preserved as Source_ID__c and enables straightforward reporting and audit trails.

Service Appointments link to parent Work Order items in Monday. Appointment time windows map to Monday Date columns, technician assignments via User or Person column, and status (None, Scheduled, In Progress, Completed) as a Status column, and supports integration with external calendars.

Line items attach to the Work Order item as subitems or as structured columns. Each line item's product reference, quantity, unit price, and description map to Monday text, number, and currency columns within the Work Order item for accurate billing and inventory tracking.

Salesforce Asset records — representing installed or serialized products — migrate as items in an Assets board. Fields: Asset Name, SerialNumber, Status, InstallDate, Product2 reference, and AccountId link. Linked Assets appear as related board items for warranty tracking and maintenance scheduling.

Entitlement records carry SLA terms — ServiceContract reference, StartDate, EndDate, and asset link. Migrate as a custom column set on the Asset item (Entitlement Status, Coverage End Date) or as separate board items if your team needs separate SLA tracking.

Salesforce Skill records — capability names and proficiency levels — migrate as tags on Service Resource items or as Dropdown column values. Monday tags enable filtering technicians by skill without a custom object and support dynamic assignment rules based on skill availability.

Each Salesforce ServiceResource — the technician or dispatcher identity — becomes a Monday CRM user-profile item. Resource type (Technician vs Dispatcher) maps to a Role dropdown column, and related Skills attach as tags and enables performance tracking via time logs.

Salesforce FSL scheduling policies encode priority rules, objective weights, and territory constraints. Monday CRM has no native scheduling policy object. We preserve the policy name and rule definitions as a reference document for your team to rebuild equivalent logic with Monday automations.

Salesforce Product2 catalog entries — name, product code, description — map to items in a Products board. Unit price from PricebookEntry maps to a Currency column. Linked line items reference these product items via Monday Connect columns for accurate invoicing and reporting.

File attachments on Work Orders and Service Appointments download from Salesforce and re-upload to Monday's file storage. Each file attaches to the corresponding Monday item. Monday's file column type supports PDF, image, and document upload up to plan storage limits.