Migrate from The Real Estate CRM to Salesforce Sales Cloud

The Real Estate CRM Contact maps directly to Salesforce Contact. Salesforce requires AccountId for most workflows — contacts without a primary company attach to a default placeholder Account or remain unassigned until an Account is created. Owner resolution happens by email match against Salesforce users before the migration commits.

Company objects migrate as Salesforce Accounts. Company hierarchies (parent/branch relationships) map to the Salesforce ParentId field on Account. Multi-company contacts collapse to one primary AccountId plus Account Contact Relations for secondary affiliations. During migration, each Company record's industry classification and annual revenue populate the corresponding Account fields. Corporate family trees with multiple subsidiaries maintain their structure through ParentId linkage, enabling reporting across the full organizational hierarchy in Salesforce.

The Real Estate CRM Deal maps to Salesforce Opportunity, but the mapping is not 1:1 on field names. Deal.amount maps to Opportunity.Amount, deal.close_date maps to CloseDate, and deal.stage maps to StageName. Each deal pipeline in the source requires a Salesforce Sales Process keyed by RecordTypeId.

The Real Estate CRM pipeline names become Salesforce Sales Process labels. Each pipeline requires its own Record Type in Salesforce so that stage pick-list values are scoped correctly. Teams with multiple pipelines end up with multiple record types — each needing its own page layout and validation rules.

Stage names map value-by-value per Record Type. Stage probability and forecast category reapply based on Salesforce's stage configuration model. The Real Estate CRM stage timestamps are preserved as custom datetime fields (Stage_Entered_Date__c) for historical stage-transition reporting. Each stage entry date is captured as a separate custom field, enabling time-in-stage analysis and deal velocity reporting in Salesforce reports and dashboards. Administrators configure pick-list values and probability weights per stage through Salesforce Setup.

Salesforce has no standard property address field on Opportunity. The property street, city, state, and zip from The Real Estate CRM migrate to a custom Address field (Property_Address__c) that your admin creates before migration. Address parsing rules apply if the source stores address as a single combined field.

Site visits in The Real Estate CRM migrate as Salesforce Events with the original start/end time preserved and Subject set to 'Site Visit'. For detailed site visit metadata (visitor notes, property condition), a custom Site_Visit__c junction object linking Contact and Opportunity is recommended.

Engagement logs (calls, emails, meetings) map to Salesforce Tasks (Type='Call' or 'Email') and Events (Type='Meeting'). Notes migrate as Salesforce Notes. Original timestamps, owners, and parent-record links (ContactId, OpportunityId) are preserved during migration. Call duration and email subject lines carry forward as Task fields. When The Real Estate CRM logs activities against multiple records, custom junction objects may be required in Salesforce to maintain N:N activity-to-record relationships that the source platform supports natively.

If The Real Estate CRM stores separate Property or Listing objects, these map 1:1 to Salesforce custom objects (Property__c, Listing__c). Custom object associations that use N:N relationships in the source require Salesforce junction objects when migrating to maintain referential integrity.

File attachments on deals, contacts, or companies re-upload to Salesforce Files. Salesforce Files attach to the related record (Contact, Account, or Opportunity). File size limits are 25MB per file — files exceeding this are flagged for manual handling or compression before migration.

The Real Estate CRM agent or owner record resolves to a Salesforce User by email address match. Unmatched owners are flagged before migration — your team either creates Salesforce users first or assigns records to a fallback user during migration.

If The Real Estate CRM uses a custom lead status field before a deal is created, those values map to Salesforce Lead.Status via value-by-value mapping. The Real Estate CRM's buyer/seller lifecycle stages require a custom pick-list field in Salesforce since no standard equivalent exists.