Migrate from Salesforce Sales Cloud to HighLevel

Salesforce Account records map to GoHighLevel Contacts with company-level information stored in the Contact record's company name, address, and custom fields. Parent-Account hierarchies in Salesforce have no native GoHighLevel equivalent; we flatten multi-level hierarchies by attaching the top-level Account name as the primary company on the Contact and storing child Account relationships in a custom text field.

Salesforce Contact maps directly to GoHighLevel Contact. The primary Account reference is stored as the Contact's company name. Salesforce's many-to-many Account Contact Relation junction object has no GoHighLevel equivalent; we attach all related Account names as tags on the Contact record for reference. Email, phone, title, and standard fields map to their GoHighLevel counterparts.

Salesforce Leads that have not been converted map to GoHighLevel Opportunities in a pre-migration Pipeline. We use the Lead Status and Lead Score fields to determine which Salesforce Leads should import as GoHighLevel Contacts (qualified) versus Opportunities (unqualified, requiring further follow-up). Converted Leads in Salesforce have already produced Account/Contact/Opportunity records and migrate via the Contact and Opportunity paths. We preserve the original Lead Source in a custom field on the GoHighLevel Contact or Opportunity.

Salesforce Opportunity maps to GoHighLevel Opportunity (pipeline deal). The Salesforce StageName maps to a GoHighLevel Pipeline stage. Close Date, Amount, Probability, and Description transfer directly. The Opportunity Owner (Salesforce User) maps to the GoHighLevel user by email match. Record Type in Salesforce maps to GoHighLevel Pipeline if the customer uses multiple Salesforce sales processes.

Each Salesforce sales process and its associated Opportunity stages map to a GoHighLevel Pipeline. We configure the GoHighLevel Pipeline with stages that correspond to the Salesforce stage names in the same sequence, preserving stage probability percentages where GoHighLevel supports them. The customer chooses which Salesforce record types map to which GoHighLevel Pipelines during scoping.

Salesforce Case records map to GoHighLevel Tasks with the Case Status preserved as the Task status, Case Priority preserved as Task priority, and Case Description stored in the Task notes. Case Number becomes a custom field on the Task for reference. If the customer uses GoHighLevel's inbox for ticket management, we map Cases to Conversations instead of Tasks and configure the GoHighLevel inbox accordingly during scoping.

Salesforce Campaign records (marketing initiative containers) do not have a direct GoHighLevel equivalent because GoHighLevel uses its own marketing features (funnels, email campaigns) rather than a separate Campaign object. We map Salesforce Campaign membership to GoHighLevel Contact tags with the Campaign Name as the tag value, enabling the customer to segment contacts by original campaign source in GoHighLevel.

Salesforce Custom Objects have no native GoHighLevel equivalent; GoHighLevel supports custom fields on Contact and Opportunity but not standalone custom objects. We transform each Salesforce Custom Object into a set of GoHighLevel custom fields on the related standard object (Contact or Opportunity), using the Custom Object name as the field group prefix. Lookup relationships from the Custom Object to Account or Contact become text fields holding the referenced record name. The customer defines which Custom Objects map to which GoHighLevel object during scoping.

Salesforce Tasks and Events map to GoHighLevel Activities. Task Status, Priority, Subject, Description, and ActivityDate transfer directly. Salesforce Event StartDateTime and EndDateTime map to GoHighLevel Activity start and end times. Call dispositions from Salesforce Tasks with TaskSubtype=Call preserve as custom fields. The parent WhatId (Opportunity reference) resolves to the GoHighLevel Opportunity by Opportunity name match; the parent WhoId (Contact reference) resolves to the GoHighLevel Contact by email match.

Salesforce Notes (and ContentDocumentLink-attached files) map to GoHighLevel Notes attached to the Contact or Opportunity record. We match the parent Salesforce record to the GoHighLevel equivalent by name or email before attaching. Large attachments (over 10MB) are excluded from migration and flagged for the customer to re-upload manually or via GoHighLevel's file upload directly.