Migrate from Traffic Ticket CRM to Salesforce Sales Cloud

Traffic Ticket CRM client records map directly to Salesforce Contacts. Each contact receives an AccountId pointing to the law firm's Salesforce Account. Client name, phone, email, and address fields migrate as direct field mappings. Multi-contact households common in traffic ticket cases resolve to individual Contact records linked to the same Account.

The law firm itself becomes the Salesforce Account. Traffic Ticket CRM does not model the firm as a separate entity internally — FlitStack creates a default Account record representing the firm and maps all client Contacts to it. If the firm has multiple office locations, each office can become a separate Account with child Contacts.

Traffic Ticket CRM case records become Salesforce Cases. The case record type is set to 'Traffic Ticket' with a custom page layout. Case Number maps from Traffic Ticket CRM's internal case ID stored as Source_System_Case_ID__c. Disposition status, court jurisdiction, ticket type, and fine amount migrate as custom fields on the Case. The Case ContactId links back to the migrated Contact record.

Court dates from Traffic Ticket CRM's calendar and attorney docket system map to Salesforce Events. The Event Subject is set to the court case reference, StartDateTime preserves the original hearing date and time, and the WhatId links the Event to the related Case record. Court location and courtroom map to Event Location. Recurring court settings generate separate Event records.

Traffic Ticket CRM's bonding tracking has no Salesforce standard equivalent. FlitStack creates a custom Case_Bonding__c object with fields for Bonding_Status__c (Surety Filed, Released, Forfeited), Bonding_Amount__c (currency), Surety_Company__c (text), and Bond_Date__c. The object is a child of Case via a lookup relationship. Law firms using in-house bonding accounts can add a Bonding_Account__c custom field referencing a separate Bonding_Account__c object.

Traffic Ticket CRM document attachments (scanned citations, court filings, correspondence) migrate as Salesforce Files. Each file's ContentVersion record preserves the original filename and ContentSize. The ContentDocumentLink ties the file to the relevant Case record via the LinkedEntityId. Inline images in notes are extracted, saved as files, and the note body is updated to reference the new ContentDocument.

Traffic Ticket CRM's invoicing and payment records require custom Salesforce objects since Salesforce has no native trust accounting. Invoice__c stores invoice number, amount, status, and issue date. Payment__c stores payment method, amount applied, date, and links to the Invoice__c. Credit card processing data maps from Traffic Ticket CRM's direct-deposit records — the payment gateway reference is stored as Payment_Gateway_Reference__c text field.

Traffic Ticket CRM's quote callback records and prospect data-mining entries map to Salesforce Leads. Lead Source captures the Traffic Ticket CRM origin (Court Data Loader, Competitor Reporting, Online Case Status Check). The Lead's company name is populated from the traffic stop defendant information or the client's employer. Converted leads create Account and Contact records per standard Salesforce lead conversion rules.

Traffic Ticket CRM attorney and staff user records are resolved by email match against Salesforce Users. Unmatched users are flagged before migration — firms either provision Salesforce User accounts first or assign the records to a designated fallback attorney owner. Historical case ownership timestamps are preserved on the Case object.

Traffic Ticket CRM's mailer marketing and court-data-based lead automation has no direct Salesforce equivalent. Court data outreach lists migrate as Salesforce Campaigns for reporting purposes, but the automated mailer generation logic must be rebuilt in Salesforce Marketing Cloud or an AppExchange legal marketing app. We export the Traffic Ticket CRM mailer template definitions as a reference document for your Salesforce admin or marketing consultant.

Traffic Ticket CRM's built-in workflow automation (Disposition Letter, Trial Letter, SOL Communication, Client Contract triggers) does not migrate. FlitStack exports the workflow definitions as a structured JSON document describing each rule's trigger, conditions, and actions. Your Salesforce admin uses this as a rebuild specification for Flow. We do not migrate automations but we provide the roadmap.