Migrate from Termene to Salesforce Sales Cloud

Termene company records map 1:1 to Salesforce Account objects. CUI/CIF is preserved as External_Company_ID__c (external ID) so the unique identifier is queryable and indexed in Salesforce. Company name, domain, address, and employee count map to standard Account fields. Romanian county (judet) and city data require a custom address sub-field or additional custom fields.

Termene stores the official registered company name. This migrates directly to Account.Name. If Termene also stores a trade name or DBA variant, it maps to Account.DBA__c as a custom field. Multiple name variants are preserved as separate custom text fields on the Account record.

CUI (Cod Unic de Identificare) is the Romanian company fiscal identifier sourced from ANAF. Salesforce has no native field for fiscal IDs — we create External_Company_ID__c as a Text(external ID) field on Account, marked as an external ID so it is indexed and unique. Duplicate CUI values are flagged before migration to prevent duplicate Account creation.

Termene computes or surfaces a financial health rating per company. Salesforce Account has no native rating field. We create Financial_Rating__c as a custom pick-list on Account, mapping Termene's rating scale value-by-value. If Termene uses a numeric score rather than a tier, we use a custom Number field instead.

Termene flags whether a company has outstanding debts to public budgets (datorii bugetare). This maps to two Salesforce custom fields on Account: Has_Budget_Debt__c (Checkbox) and Debt_Amount__c (Currency). These fields enable Salesforce reports to filter accounts by financial risk. If Termene provides a debt-update timestamp, it migrates as Debt_Last_Updated__c (Date).

Termene tracks ANAF decisions on VAT registration cancellation. This maps to Account.VAT_Status__c as a custom pick-list with values Active, Suspended, Cancelled, and Unknown. Value-by-value mapping ensures the Termene status maps to the correct Salesforce pick-list value. Source decision date migrates as VAT_Status_Date__c (Date).

Termene surfaces lists of overdue invoices (facturi restante) per company. The aggregate count and total overdue amount migrate as custom Number and Currency fields on Account. The raw invoice-level detail (invoice number, due date, amount) requires a child custom object — Invoice_Reminder__c — with a lookup to Account, because Salesforce standard objects cannot represent granular invoice records without a custom schema.

Termene's core product is the notification log — authority decisions (anulare TVA, decizii autorități, modificări registry). There is no Salesforce standard object for regulatory notification history. We create a custom Activity_Journal__c object with fields: Notification_Type__c (pick-list), Authority_Source__c (text), Decision_Date__c (date), and Account__c (lookup). Each Termene notification becomes one Activity_Journal__c record linked to the corresponding Account.

Termene aggregates financial report data (bilanț, cifră de afaceri, profit net, număr angajați). Salesforce has no native financial-report object. We create a custom Financial_Profile__c object with fields for Revenue__c, Net_Profit__c, Employee_Count__c, and Report_Year__c, linked to Account via a lookup. Each annual or quarterly report becomes one Financial_Profile__c record. This enables Salesforce reporting on financial trends over time.

Termene provides cifră de afaceri (turnover) as a structured financial field. This maps directly to Account.AnnualRevenue. If Termene stores turnover in Romanian Leu (RON) and Salesforce org uses EUR or USD, we apply the configured exchange-rate lookup at migration time to populate the target currency field.

Termene exposes număr angajați as a numeric field per company. This migrates directly to Account.NumberOfEmployees. Salesforce truncates values above 100,000 — if Termene has larger figures, we flag them and use a custom Employees_Range__c pick-list as a secondary field.

Termene stores Romanian NACE activity codes that classify companies by industry sector. Salesforce's Industry pick-list uses a different classification system that does not directly align with NACE codes. We apply a NACE-to-SIC-to-Salesforce-industry crosswalk during migration to map codes where possible. Any NACE code with no Salesforce industry equivalent maps to 'Other' with the original NACE code preserved in NACE_Code__c custom field for reporting and reference.

Termene provides Romanian address data including judet (county) and locality. Salesforce's BillingAddress is a compound field supporting street, city, state, and postal code. We parse Termene's structured address into BillingStreet, BillingCity, BillingState (populated with judet), and BillingPostalCode. If Termene provides only locality without a full street, BillingStreet is populated with the locality name and flagged as incomplete for data-quality tracking.

Termene stores the company's registered domain. This migrates directly to Account.Website. If Termene stores multiple domains or subdomains, additional URLs are stored as Domain__c custom fields on the Account.

Termene flags companies in colecțare (collection) — sent to debt collection agencies. This maps to Account.In_Collection__c (Checkbox) and Collection_Date__c (Date). The collection agency name and case reference, if available in Termene, store as Collection_Agency__c and Collection_Case_Ref__c text fields. These custom fields enable Salesforce reports to track collection status and age of collection cases, supporting accounts-receivable follow-up workflows and dunning processes.