Migrate from ServiceTracker to Salesforce Sales Cloud

ServiceTracker Client maps to Salesforce Account. Company name, address, phone, and website fields migrate directly. Multi-site clients (ServiceTracker Locations) map to the Account's billing/shipping address fields or to a custom Site__c object if separate service-location records are needed. The mapping preserves the original Client ID as an external reference for future syncs.

Client contacts migrate to Salesforce Contacts. Each Contact gets an AccountId linking to the mapped Account record. Primary contact flag and contact role migrate as custom fields if the distinction is used in ServiceTracker. We also map the contact's default location if one is set in ServiceTracker to maintain service territory associations.

ServiceTracker Projects have no direct Salesforce equivalent. We recommend mapping Projects with billable revenue to Salesforce Opportunity (using Project name as Opportunity Name, total budget as Amount, and projected end date as CloseDate). Non-billable Projects become a custom Project__c object with fields for budget, schedule, status, and linked Work Orders.

Work Orders split by ServiceTracker type: reactive break-fix and support requests map to Salesforce Case with Status, Priority, and Description. Preventive maintenance, scheduled service, and installation work orders map to a custom Work_Order__c object because their scheduling, technician-assignment, and site-location fields have no native Case equivalent. Each type gets its own Salesforce record type and page layout.

ServiceTracker Work Order Tasks map to Salesforce Tasks (for activity tracking with Subject, Status, Priority, and Owner) or to a custom Work_Order_Task__c object if the task has custom ServiceTracker fields that don't fit the standard Task schema. The mapping includes the task's scheduled start and end times if they exist in ServiceTracker.

ServiceTracker Assets migrate to Salesforce Assets. The Asset's AccountId lookup links to the mapped Account. Serial number, install date, status, and product reference migrate directly. Work-order history per asset is preserved as a custom Asset_Work_History__c field or related list if a junction object is needed.

ServiceTracker Contracts migrate to Salesforce Contracts with Contract Number, AccountId, StartDate, EndDate, Status, and custom terms fields. Contract line items or service-level terms migrate as custom fields since Salesforce Contracts do not have a native line-items sub-object. We also map any attached contract documents to Salesforce Files linked to the Contract record.

ServiceTracker Invoices migrate to a custom Invoice__c object linked to Account and optionally to the related Work Order or Contract. Invoice total, balance, status, and due date migrate as custom fields. Payment history lines migrate as custom Invoice_Line__c records or as a custom field depending on volume.

ServiceTracker Technicians map to Salesforce Users by email match. Unmatched Technicians map to Contacts in a 'Technicians' Account with a custom Role__c field. Technicians who need Salesforce login access require a Salesforce User license — your team decides which Technicians get full CRM access versus Contact-level tracking.

ServiceTracker Locations (service sites per Client) map to the Account's Shipping Address fields for a single primary site. For multi-site clients, we create a custom Site__c object with address, site type, and AccountId lookup to preserve the full location hierarchy.

ServiceTracker parts used on work orders migrate to a custom Parts_Used__c object linked to the Work Order and the Asset. Part number, quantity, unit cost, and total cost migrate as custom fields. If ServiceTracker tracks a separate inventory catalog, that migrates as a custom Product__c or Inventory__c object.

ServiceTracker custom tables (signature records, inspection forms, custom logs) map 1:1 to Salesforce custom objects. Custom field types (picklists, formulas, reference fields) are recreated with the __c suffix convention in Salesforce. Picklist value mappings are applied value-by-value during migration.

ServiceTracker work order notes and file attachments migrate to Salesforce Case Comments and Salesforce Files (ContentDocumentLink). Original timestamps and the note author (linked to the mapped Technician) are preserved. File size limits (Salesforce default 25MB per file) are handled in the migration plan. We recommend verifying large files in Salesforce after migration to ensure proper rendering.