Migrate from Socrates to Salesforce Sales Cloud

Socrates contact records migrate directly to Salesforce Contact. Most fields (name, email, phone, job title) map 1:1. The critical requirement is resolving the Socrates company association into a Salesforce AccountId lookup — the Account must exist in Salesforce before the Contact can attach.

Socrates company records map to Salesforce Account. Company domain/website maps to Account.Website. Parent-child company hierarchies in Socrates resolve to Account.ParentId, requiring the parent Account to migrate before the child. Multi-company associations per contact collapse to a primary AccountId plus Account Contact Relationships for secondary links, ensuring each Contact has a single primary Account while preserving additional affiliations.

Socrates deals map to Salesforce Opportunities. Deal name → Opportunity.Name, amount → Amount, close date → CloseDate, owner → OwnerId. The deal pipeline from Socrates requires mapping to a Salesforce Sales Process keyed by a RecordTypeId, which must be created in Salesforce before migration validates.

Each Socrates pipeline becomes a Salesforce Sales Process linked to a Record Type. Stage names map to Opportunity Stage values per record type. This ensures pick-list values are scoped correctly and reports filter by pipeline correctly. Your Salesforce admin creates the record types before data migration begins.

Decision Maker style labels migrate to the built-in Opportunity Contact Role object with Role = 'Decision Maker'. Other Socrates role labels require either a custom junction object or a custom pick-list field on the Opportunity — your admin selects the preferred approach before migration runs.

Socrates call logs become Salesforce Tasks with Type = 'Call'. Emails become Tasks with Type = 'Email'. Meetings and appointments become Salesforce Events. Original timestamps, owners, and parent-record links (ContactId, AccountId, OpportunityId) are preserved through the migration, ensuring activity history remains complete and attributable. Any attachments on calls or meetings are linked via ContentDocument links after upload.

Socrates notes migrate as Salesforce Notes (Lightning-compatible, not legacy Note). Rich-text formatting in note body is preserved. Notes attach to the parent record they were associated with in Socrates, linking to Contact, Account, or Opportunity by ID. If notes contain embedded images, image URLs are retained and remain accessible after migration.

File attachments from Socrates are downloaded and re-uploaded to Salesforce Files. Files are linked to the parent record they were attached to. Salesforce's 25MB per-file limit applies; files exceeding this are flagged for manual handling before migration. During re‑upload, file metadata such as created date and sharing settings are preserved to maintain original audit information.

Socrates custom fields migrate as Salesforce custom fields using the __c suffix convention. Field type translation happens automatically: text → Text, number → Number, date → Date, pick-list → Picklist. Required field constraints are translated but validation rules may need Salesforce-side adjustment post-migration.

Socrates user records resolve to Salesforce Users by email match. Unmatched owners are flagged before migration begins. Your team either provisions Salesforce users for unmatched owners or designates a fallback user for assignment. No record lands without a valid OwnerId in Salesforce.

Socrates workflows, sequences, and automation rules do not migrate. FlitStack exports your workflow definitions as JSON, documenting trigger conditions, action steps, and object dependencies. Your Salesforce admin uses this export to rebuild equivalent logic in Salesforce Flow or Process Builder.

Socrates reports and dashboards do not transfer. The underlying data migrates, so reports can be rebuilt in Salesforce's report builder referencing the same fields. FlitStack documents the Socrates report structure, including filters, groupings, and chart configurations, to guide the admin through rebuilding each report and dashboard in the new org.