Migrate from Teleos to Salesforce Sales Cloud

Teleos client (the pet owner) maps directly to Salesforce Account. The client's billing address, contact email, and phone number migrate to the corresponding Account fields. If Teleos stores multiple contacts per client such as a spouse or emergency contact, these secondary contacts are migrated as Account Contact Relations to preserve all contact information under the same Account.

The primary contact for each Teleos client becomes a Salesforce Contact record linked via AccountId. The Contact's email, phone, and mailing address populate from Teleos client fields. Additional client family members or emergency contacts are migrated as additional Contact records under the same Account parent.

Teleos patients (pets) map to Salesforce Contacts with a custom Pet__c boolean flag set to true and Patient_Type__c set to 'Animal'. The Contact's AccountId links to the owning Client Account. Species, breed, date of birth, weight, and microchip ID become custom fields on the Contact record. Original Teleos patient ID is stored in Source_System_ID__c for traceability.

Teleos appointments become Salesforce Events. StartTime and EndTime map directly; Subject is constructed from appointment type concatenated with patient name. The Event's WhatId links to the patient Contact record; WhoId links to the client Contact. Staff owner maps to Salesforce User via email resolution. If the staff member has no Salesforce User, the Event is assigned to a fallback owner.

Teleos treatment plans have no Salesforce equivalent and become a custom object named Treatment_Plan__c. A lookup field (Patient__c) links each plan to the patient Contact record. Plan name, status (Active, Completed, Cancelled), procedure codes, estimated cost, and created date migrate as custom fields. Original Teleos plan ID is preserved in Source_System_ID__c.

Clinical notes migrate as a custom object named Clinical_Note__c with a Patient__c lookup to the Contact record. Original note text, author (staff User), and timestamp are preserved as custom fields. Attachments such as imaging files or lab results are downloaded from Teleos and re-uploaded to Salesforce Files, then linked to the Clinical_Note__c record.

Teleos prescription records become a custom object named Prescription__c linked via Patient__c lookup to the patient Contact. Drug name, dosage, frequency, start and end dates, and prescribing staff migrate as custom fields. Active versus archived status is captured as a Prescription_Status__c pick-list with values including Active, Expired, and Cancelled.

Teleos invoices have no Salesforce native equivalent and become a custom Invoice__c object linked to the Account. Invoice total, status (Paid, Outstanding, Overdue, Voided), and due date migrate as custom fields. Line items are migrated as a junction custom object (Invoice_Line_Item__c) with a lookup to Invoice__c plus description, quantity, unit price, and line total.

Vaccination records become a custom object named Vaccination__c with a Patient__c lookup to the patient Contact. Vaccine name, lot number, administered date, next due date, and administering staff migrate as custom fields. This object is kept separate from Clinical_Note__c to allow filtering and reporting by vaccination status independently of general clinical notes.

Teleos staff records are resolved by email match to existing Salesforce Users. If a Teleos staff member has no corresponding Salesforce User account, all their owned records are assigned to a designated fallback Salesforce User and flagged in the migration report for admin review before go-live. The original Teleos staff ID is preserved in a custom Source_System_Staff_ID__c field.

Teleos appointment reminder sequences and client follow-up automations have no Salesforce equivalent and do not migrate. We export the complete Teleos automation definitions including trigger logic, delay rules, conditions, and message templates as a structured reference document. This document serves as the blueprint for rebuilding automations in Salesforce Flow.