Migrate from Sugester CRM to Salesforce Sales Cloud

Sugester Clients combine contact details (name, email, phone, address) and company profile in a single record. We split during migration: business-type Clients with multiple associated contacts map to Salesforce Account with Contact records linked; individual Clients without a company context map to a Contact attached to a placeholder Account. Prospects or unqualified records map to Salesforce Lead. The split rule is defined during scoping based on whether the Sugester Client has a company_name field populated and the number of associated Projects. Customer segment labels (paid/unpaid, long-term/short-term, major/minor) migrate as custom picklist fields on both Account and Contact.

Sugester financial history stores transaction and payment records attached to the Client. There is no direct Salesforce equivalent; standard Opportunities handle monetary amounts but not transaction-level history. We create a custom object (e.g., Transaction_History__c) with lookup to Account, including fields for transaction_date, amount, type, and reference, or we attach the history as line items on an Account-level Opportunity representing the client relationship. The customer chooses the strategy during scoping based on their reporting needs.

Sugester Projects bundle tasks, live chats, and documents into a workspace. If the destination Salesforce org has Salesforce Project Management (or uses a Project custom object), we map directly. Otherwise, Projects with a sales context (deal, stage, value) map to Salesforce Opportunity with a custom project_name__c field and a Record Type for project-based work. Projects without a financial component map to Tasks grouped by a custom project_id__c lookup field.

Sugester Tasks map directly to Salesforce Task. Subject, description, due date, priority, status, and assigned user transfer. Task assignments resolve the Sugester owner by email match against the Salesforce User table. For large task histories, we chunk writes to the Salesforce Bulk API in batches of 10,000 to avoid timeout errors. Sugester's plan-based task limits (100/month on Free, 10,000/month/agent on Pro) have no Salesforce equivalent.

Sugester live chat histories are stored as discrete conversation threads on the Client record with per-plan retention limits (500 on Start, 5,000 on Pro). We map them to Salesforce Task records with a custom chat_transcript__c field holding the full text, or to Case records (if Service Cloud is included) with the conversation as Case Description or a custom Chatter Feed. We confirm chat history completeness during discovery because lower-tier Sugester accounts may have already pruned older conversations.

Sugester email threads associated with Client records map to Salesforce EmailMessage records linked to the corresponding Contact or Lead, with a Task record providing the activity timeline entry. WhoId on Task points to the converted Lead or Contact; WhatId points to the related Account or Opportunity. Attachments migrate as ContentDocument records linked via ContentDocumentLink. Own SMTP configuration migrates as a note to the customer's admin for reconfiguration in Salesforce Email Relay or Exchange integration.

Sugester segmentation labels (paid/unpaid, long-term/short-term, major/minor) applied manually or automatically to Clients map to Salesforce custom picklist fields on Account or Contact, or to Tags attached to the record. We preserve the full vocabulary during migration so that segmentation logic carries forward. The customer chooses picklist versus tag strategy during scoping based on reporting requirements.

Sugester cyclical reminder rules attached to Client profiles have no native Salesforce equivalent because Salesforce Tasks support one-time due dates and the Lightning Flow scheduler handles recurring business rules differently. We convert cyclical reminders to Task records with a custom reminder_rule__c field describing the original recurrence pattern, and we deliver a written inventory of each reminder rule recommending whether it maps to a Salesforce Flow scheduled trigger or a manual recurring task setup.

Sugester response templates on higher tiers (Max and Enterprise) are platform-specific macros with internal variable syntax. We export them as plain-text files or migrate them to Salesforce Email Templates, noting that the template variable syntax will require manual reconfiguration in Salesforce's merge field format ({!Contact.FirstName} instead of the Sugester equivalent). Template logic (conditional text, branching) does not carry over automatically.

Sugester tags applied to Clients, Projects, and Tasks migrate as Salesforce Tags attached to the corresponding record. We preserve the full tag vocabulary to maintain segmentation and filtering logic in the new system. Salesforce Tags have a limit of 500 unique tag values per org; we verify the vocabulary size during scoping.

Documents uploaded to Sugester Projects or attached to Clients migrate as Salesforce ContentDocument records linked via ContentDocumentLink to the corresponding Account, Contact, or Opportunity. We extract the file content from the Sugester CSV export (if included) or flag files that require a manual download-and-re-upload step from the customer's admin if the CSV does not contain binary data.

Sugester Users (agents, admins) map to Salesforce User records. We resolve by email match against the Salesforce org's User table. Any Sugester User without a matching Salesforce User enters a reconciliation queue for the customer's admin to provision before record import proceeds. OwnerId references on Tasks, Projects, and Opportunities require a valid Salesforce User to be present at migration time.