Migrate from Simpleview CRM to Salesforce Sales Cloud

Member Accounts map to Salesforce Account as the primary organizational record. Standard fields (name, address, contact info) transfer directly. Each Account carries an Organization_ID reference back to the destination organization, which we preserve as a custom Account field sv_org_id__c. Custom_Account fields (client-defined per org) migrate to Salesforce custom fields on Account; we extract the full custom field definition set during audit, map each to a typed Salesforce custom field, and resolve any picklist or multi-select types before import.

Listings are partner directory entries tied to Member Accounts via AcctID. Since Salesforce has no native Listings object, we create a Listing__c custom object with a lookup to Account. Each Listing record carries amenity data, category assignments, and multi-select amenity fields (Amenity_MS). We resolve the parent AccountId at migration time and preserve the ListingID as sv_listing_id__c for reconciliation.

Coupons link to both ListingID and AcctID, with date ranges (RedeemStart, RedeemEnd, PostStart, PostEnd) and category metadata. We create a Coupon__c custom object with lookups to Account (member) and Listing__c. OfferText (coupon body, may contain HTML) migrates as a rich text field. Any embedded URLs or tracking parameters in OfferText are flagged for the customer's marketing team to update post-migration.

Amenities on Listings use a client-defined vocabulary from the Amenity_MS multi-select field. The available amenity taxonomy varies per Simpleview CRM organization. We extract the full vocabulary during audit, deduplicate it, and map each value to a Salesforce multi-select picklist on the Listing__c object. Any amenity values that have no close destination match are flagged in a vocabulary gap report for the customer's admin to resolve before final import.

Simpleview Events are first-class objects with integrations to Cvent, Eventbooking, and Meetingmax. We migrate Events to Salesforce Campaign (if the customer uses standard Event management) or a custom Event__c object (if DMO-specific event metadata requires custom fields). Event-to-attendee registrations migrate as CampaignMember records linking the Event (Campaign) to the Member Account (Account). Event dates, venue, and category fields map directly.

Event registrations link Simpleview Members to Events. We extract registration records during migration, resolve the member's AccountId and the event's Campaign or Event__c ID, and create CampaignMember records. Registration status, dietary preferences, and session selections migrate to custom CampaignMember fields.

Simpleview CRM pipelines cover meetings, sports, travel trade, and group business with DMO-specific stage names. We create Salesforce Record Types (one per Simpleview pipeline: Meetings, Sports, TravelTrade, GroupBusiness) and corresponding Sales Processes that whitelist the migrated stage names. Stage probability percentages transfer from Simpleview to Opportunity.StageProbability. Pipeline ownership and department assignments map to Opportunity.OwnerId via the User reconciliation step.

Multi-select custom fields under Custom_Account_MS (client-defined per org) require individual mapping. We extract all Custom_Account_MS field definitions during audit, map each to a Salesforce multi-select picklist or custom object lookup depending on the field's referenced entity. There is no universal schema; every mapping is client-specific and validated against the destination org during the sandbox migration phase.

Simpleview DAM handles digital assets, and documents may be stored against Member Accounts or Events. We extract file references and metadata via the Simpleview API where accessible. We download assets and re-upload to Salesforce as ContentVersion records linked via ContentDocumentLink to the parent Account or Campaign. File size limits from Salesforce (50 MB per ContentVersion) apply; larger assets are flagged for alternative storage with a ContentDocument URL reference retained.

The Simpleview Extranet stores partner-submitted enrollment, co-op campaign signups, and online payment records. These are action records rather than static CRM records. We migrate the underlying Account and Listing data that drives the Extranet. Enrollment submissions, co-op campaign preferences, and payment history require a custom CoOpCampaign__c or Payment__c object reconstruction in Salesforce; we deliver a schema design document for these custom objects during the handoff phase.

Activity history on Member Accounts and Events migrates to Salesforce Task (calls, tasks), Event (meetings), and EmailMessage (emails). Parent record resolution maps activities to the correct AccountId, ContactId, or CampaignId. We use the Salesforce Bulk API 2.0 for large activity volumes with batch chunking and exponential backoff. Historical timestamps (ActivityDate) are preserved to maintain the activity timeline ordering.

Simpleview CRM users assigned to Member Accounts, Listings, Events, and Opportunities map to Salesforce User records. We resolve owners by email match against the destination Salesforce org's User table. Any Simpleview user without a matching Salesforce User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner resolution must complete before any Opportunity or Campaign import because OwnerId is a required reference.