Migrate from Salesforce Field Service to Nutshell

Salesforce Account maps directly to Nutshell Company with all standard fields transferring cleanly. Account.Name populates the Company name field directly. Parent Account hierarchy relationships map to Nutshell's parent-company field for maintaining corporate structures. Multi-address accounts require consolidation — the primary address becomes the standard Company address in Nutshell, while secondary and shipping addresses are preserved as custom fields to retain all location data from the source system.

Salesforce Contact maps to Nutshell Person with all standard Contact fields transferring directly including Name, Email, Phone, and Title. Contacts that lack an AccountId association in Salesforce are assigned to a designated placeholder Company in Nutshell to maintain referential integrity and prevent orphaned person records in the destination system.

Salesforce Lead maps to Nutshell Lead with direct field correspondence for Name, Company, Email, Phone, and Status. Lead source pick-list values require value-by-value mapping against Nutshell's available lead source options — custom source values are recreated as Nutshell custom fields.

Salesforce Opportunity maps to Nutshell Deal with Opportunity fields such as Name, Amount, CloseDate, and StageName corresponding to their Deal equivalents. Salesforce Opportunity StageName pick-list values map to Nutshell pipeline stage names via a comprehensive value-mapping table delivered as part of the migration plan documentation and validated during the sample migration phase.

Salesforce WorkOrder has no direct Nutshell equivalent, requiring a transformation approach. We flatten WorkOrder header fields including Status, Priority, Subject, Description, ScheduledStart, ScheduledEnd, and ActualDuration into structured custom fields on the parent Nutshell Company record. The original WorkOrderId is preserved as a read-only reference field for traceability and future audit purposes.

WorkOrderLineItem records are migrated as child custom-field rows on the parent Nutshell Company, keyed by the parent WorkOrder. Each line item's description, quantity, unit price, and line-status migrate as repeating custom-field groups — your Nutshell admin defines the exact field names in the schema plan before migration.

Salesforce ServiceAppointment maps to Nutshell Activities with appointment-specific fields such as SchedStartTime, SchedEndTime, ActualStart, ActualEnd, Status, and TravelTime stored as Nutshell custom fields on the linked Person or Company record. Nutshell's standard Activity subject and description fields carry the appointment summary and primary details for quick reference.

Salesforce Asset tracks installed products associated with each Account. Asset records migrate as structured custom fields on the corresponding Nutshell Company including Name, SerialNumber, Status, InstallDate, and Product2 reference fields mapped individually. When multiple assets exist per company, they become repeating custom-field groups with indexed naming conventions.

Salesforce Skill records representing field service certifications map to Nutshell Person custom fields. Each Skill Name and ProficiencyLevel migrates as a text or pick-list custom field on the Person record — your team defines the exact labels during schema setup so the naming convention aligns with your internal taxonomy.

Salesforce Product2 records representing service parts and products have no native Nutshell equivalent. Product names and codes migrate as read-only custom fields on a designated 'Products' placeholder Company record, preserving the complete product catalog for reference purposes without requiring a full product management module in the destination system.

Salesforce Task maps directly to Nutshell Task with Subject, Status, Priority, ActivityDate, and Description transferring cleanly. Tasks originally linked to a Salesforce Contact or Lead re-link to the corresponding Nutshell Person or Lead record via email-matched owner resolution and Salesforce record ID cross-references maintained throughout the migration.

Salesforce Event maps to Nutshell Activity with StartDateTime, EndDateTime, Subject, and Description carrying over directly. All-day events are flagged using Nutshell's all-day activity indicator. Event attendees resolve to Nutshell Person records through email address matching to maintain attendee relationships in the destination platform.

Salesforce Notes using the legacy Note object migrate to Nutshell Notes with Note Title becoming the Note subject and Body carrying the full note content. Notes originally attached to Salesforce Contacts resolve to their corresponding Nutshell Person record through owner email matching and record ID cross-references during the migration process.

Every Salesforce custom object bearing the __c suffix undergoes review during discovery. Standard-object custom fields such as Account.Custom_Field__c become Nutshell custom fields on their corresponding object. Full custom objects require a custom migration plan — many collapse into structured custom fields on the parent object rather than existing as standalone entities in the destination system.

Salesforce Entitlement records representing service contract terms migrate as structured custom fields on the associated Nutshell Company. Entitlement fields including Name, Status, StartDate, EndDate, and SlaProcess reference are mapped individually. The active or entitled status is encoded as a boolean custom field for straightforward reporting on contract standing in the destination system.