Migrate from Salesforce Sales Cloud to monday CRM

Salesforce Account maps to an item inside a Companies board in Monday.com CRM. The Account Name becomes the item title; Industry, Annual Revenue, Type, and Billing Address map to configured columns (text, number, dropdown, address). Parent Account hierarchy maps to a Group structure within the same board — each parent Account becomes a Group, and child Accounts become items within that Group. If the org uses Account Teams, the team member roles are stored in a People column on each Company item.

Salesforce Contact maps to an item in a Contacts board with a Person type column. The Name, Email, Phone, Title, and Department fields map to text and email columns. The Contact's AccountId links to the corresponding Company item via a Connect Boards column or a relation column. If the Contact has multiple Account relationships (via Account Contact Relation junction object), each additional relationship is stored as a separate Connect Boards link — Monday.com does not natively model a many-to-many Contact-Account relationship, so we store the primary Account as the primary relation and secondary Accounts as additional relation links.

Salesforce Lead maps to an item in a Leads board, distinct from the Contacts board, until the lead is worked. Lead Status (Open, Working, Converted, Recycled) maps to a Status column. The LeadSource and Rating map to dropdown and label columns. Once a Lead converts in Salesforce, the resulting Account and Contact are created in Monday.com via the standard Accounts and Contacts boards, with the original Lead item archived or marked as Converted. We do not auto-convert Leads in Monday.com; the status update is a manual or automation-driven action by the sales rep.

Salesforce Opportunity maps to a Deal item in Monday.com CRM's pipeline board. StageName maps to the Status column (which drives the Kanban pipeline view); Amount maps to a Number column with currency formatting; Close Date maps to a Date column; Probability maps to a Numbers column or can be driven by a Status-column automation that sets a percentage label. The Opportunity's AccountId links to the Company item via a Connect Boards column. OwnerId maps to an Owner or People column on the Deal item.

Each Salesforce Opportunity StageName value (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) becomes a distinct Status label in Monday.com's pipeline board. We configure the status labels before migration so that the stage mapping is applied during the Opportunity import. Probability percentages are not natively tied to Status labels in Monday.com; if the customer requires probability-based forecasting, we add a Numbers column and populate it from the Salesforce Probability field.

Salesforce Case maps to an item in a Cases board. Case Status (New, In Progress, Waiting on Customer, Escalated, Closed) maps to a Status column; Priority maps to a Priority label; Origin maps to a dropdown; Contact and Account lookups link to the Contacts and Companies boards via Connect Boards columns. Open Cases import first; Cases with related Tasks and Events import as Activity items in the same board or as sub-items attached to the parent Case item.

Salesforce Campaign maps to a group within a Campaigns board, with Campaign Members (Contacts and Leads) as items linked to the parent Campaign group. Campaign Type, Budget, and Status map to dropdown, number, and Status columns. Campaign Members are stored as linked items with a Contact or Lead relation; the campaign response history (Opened, Clicked, Responded) maps to a Status label on each Campaign Member item.

Salesforce Products (Product2 records) map to items in a Products board. Product Name, Product Code (SKU), and Description map to text columns; IsActive maps to a Status or toggle column. If the org uses standard price books, the Pricebook2 entries map to a Numbers column on the Product item representing the unit price for each price book.

Salesforce Opportunity Line Items map to sub-items on the parent Deal item in Monday.com. Each sub-item represents a product line: the linked Product2 item is connected via a Connect Boards column, and Quantity and UnitPrice map to Number columns on the sub-item. TotalPrice is computed as a formula column or stored as a read-only number. If the customer's deal structure requires multiple line items per Deal, sub-items are the correct structural analog.

Salesforce Contract maps to an item in a Contracts board linked to the associated Account item via a Connect Boards column. StartDate, EndDate, and Contract Term map to Date columns; Status maps to a Status column. Contract Line Items (if used) map to sub-items on the Contract item. The Contract's AccountId must resolve to an existing Company item in Monday.com before the Contract import phase begins.

Salesforce Tasks (TaskSubtype = Call) and Events map to activity items in a Timeline board linked via Connect Boards columns to the parent Contact, Lead, Account, Opportunity, or Case. Task Status, Priority, and ActivityDate map to Status, Priority label, and Date columns. Salesforce Call dispositions and Event locations map to text columns. Historical activity records are migrated in date order to preserve the timeline sequence. Monday.com does not have a native Activity Timeline equivalent; the board structure provides a sortable view by date.

Salesforce Custom Objects migrate to Monday.com as custom boards with the same name (or a sanitized version thereof). Each custom field on the Custom Object becomes a column of the matching type (text, number, date, dropdown, person, etc.). Custom lookup fields on the Custom Object map to Connect Boards columns linking to the target board (Account, Contact, Opportunity, or another custom board). We pre-create the board schema before any data import to satisfy the dependency chain.