Migrate from Simple Sales Tracking to Salesforce Sales Cloud

Simple Sales Tracking Leads map directly to Salesforce Lead. The source Lead status field maps to Salesforce Lead Status; custom Lead-level properties migrate to custom Lead fields that we create during schema setup. We use the email address as the external ID for deduplication. If the customer has converted Leads in Simple Sales Tracking, we treat the converted records as Contacts in Salesforce with Account linkage and preserve the conversion timestamp in a custom field.

Simple Sales Tracking Opportunities map to Salesforce Opportunity. The amount, expected close date, stage name, owner assignment, and linked Account reference migrate. Custom Opportunity-level properties migrate to custom Opportunity fields. Stage names from Simple Sales Tracking map to Salesforce Stage values within a Sales Process that we configure before migration. Commission percentage fields from Simple Sales Tracking migrate to a custom commission__c field on Opportunity.

Simple Sales Tracking Accounts map to Salesforce Account. The Account name, billing and shipping address, industry tag, phone, website, and any custom Account-level fields migrate. Account is created before Contact import so that AccountId is resolved at the moment of Contact insert. We use Account name as the dedupe key during import.

Simple Sales Tracking Contacts map to Salesforce Contact. Name, email, phone, title, address, and any custom Contact-level properties migrate. Contact-to-Account linking is resolved explicitly during import by matching the Simple Sales Tracking Contact's associated Account reference to the migrated Account record. Records without a matching Account are held in a reconciliation queue.

Simple Sales Tracking does not expose a schema API endpoint for custom field definitions. We extract custom field names, types, and picklist values from the platform's UI during discovery (asking the customer to provide a screen capture of their custom field configuration page) and cross-reference against a sample API response. Each custom field is then provisioned in Salesforce as a custom field on the appropriate standard object before migration, preserving data type fidelity.

Simple Sales Tracking allows custom stage names and reordering within a single pipeline. We capture the full stage sequence during discovery and create a Salesforce Sales Process that whitelists each named stage as a Stage value. Probability percentages from Simple Sales Tracking migrate to StageProbability on each stage. If the customer uses multiple named pipelines in Simple Sales Tracking, we map them to Salesforce Record Types on Opportunity.

Simple Sales Tracking Appointments map to Salesforce Event. StartDateTime, EndDateTime, Subject, Location, and description migrate. The linked Contact reference resolves to the Salesforce Contact record via email matching. Owner assignment migrates by resolving the Simple Sales Tracking owner email to the Salesforce User. EventRelation records are created to link attendees to the Event.

Simple Sales Tracking Tasks map to Salesforce Task with Status, Priority, Subject, ActivityDate, and description preserved. Task assignment migrates by resolving the Simple Sales Tracking owner email to the Salesforce OwnerId. Simple Sales Tracking does not store a full activity log of status changes, so the task history reflects the final state at time of migration rather than a timeline of changes.

Simple Sales Tracking Notes map to Salesforce Note records linked via ContentDocumentLink to the parent record (Lead, Contact, Account, or Opportunity). Note body migrates as plain text. We do not guarantee retention of formatting or embedded file links; any formatting-dependent notes are flagged for manual review post-migration.

Lead Sources in Simple Sales Tracking are a configurable reference taxonomy. We migrate the source labels and associate them with the corresponding Lead records. In Salesforce, the Lead Source values are added to the standard Lead Source picklist before migration so that the imported values are valid picklist entries rather than free text.

Simple Sales Tracking provides 1 GB of total uploaded file storage. We export files attached to Contacts, Opportunities, and Notes as individual downloads and re-attach them in Salesforce as ContentVersion records linked via ContentDocumentLink to the parent record. File size is constrained by Simple Sales Tracking's storage ceiling; large attachment sets may require the customer to clean up or archive files before migration.

Simple Sales Tracking multi-level user permissions and owner assignments map to Salesforce User records. We resolve owners by email match against the destination Salesforce org's User table. Any Simple Sales Tracking user without a matching Salesforce User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Role naming conventions differ, so we map to the closest applicable Salesforce profile and territory.