Migrate from Upvise to Salesforce Sales Cloud

Upvise custom field names (F1, F2) require Salesforce __c metadata deployment before data loads

Upvise custom fields are user-defined labels stored in the app configuration — F1, F2, and so on — with type metadata in Upvise's object schema. Salesforce requires each custom field to be a formally deployed metadata object with an API Name that carries the __c suffix. This means Upvise's 'custom field called Invoice Amount' becomes Salesforce's Invoice_Amount__c, and the field must be created in Salesforce before the data load can reference it. We deliver a custom field creation plan as part of the migration package so your Salesforce admin (or our team) deploys the metadata before records land. If a field is missing on the Salesforce side, the load skips those records or drops the field value entirely.

Upvise jobs contain embedded line items that must become Salesforce OpportunityLineItem + Product2 records

Upvise stores job line items — product name, quantity, unit price — directly within the job record as a JSON array or structured sub-list. Salesforce separates these concerns: Opportunities hold the deal header, Product2 records represent each unique product, PriceBookEntry links products to a pricebook, and OpportunityLineItem records link products to the Opportunity with quantity and price. We extract each unique product from Upvise jobs, create a corresponding Product2 record in Salesforce (de-duplicating by name), activate it on the org's standard pricebook, and then write OpportunityLineItem records. If a job has 20 line items with 5 unique products, that produces 5 Product2 inserts, 5 PriceBookEntry inserts, and 20 OpportunityLineItem inserts. Your Salesforce admin should decide whether to use the standard pricebook or a custom one before migration runs.

Upvise form submissions have no native Salesforce equivalent — custom object required

Upvise forms capture structured field responses linked to a contact or company. Salesforce has no native form-submission object — there is no standard Activity__c or Submission__c equivalent. We create a custom Form_Response__c object with fields for the form template ID, submitting contact lookup, submission timestamp, and a long-text area holding the field-by-field response data. The form template layout and field definitions (the form builder logic) are not portable from Upvise — they must be rebuilt in Salesforce as Lightning Web Components, Flow screens, or a third-party form app from the AppExchange. We export the Upvise form template definitions as a structured JSON reference to accelerate the rebuild.

Upvise's per-user pricing is predictable; Salesforce per-seat pricing scales but includes storage and API overage risk

Upvise charges a flat $15/user/month (Team) or $50/user/month (Enterprise) with all features included — no add-ons, no consumption meters. Salesforce per-seat pricing at the Enterprise tier ($165/user/month) offers more capabilities, but additional charges apply for storage overages beyond the org's allocation ($125/GB in overage fees), API calls above the daily limit (Enterprise includes 100k/day plus 1k/user), and Add-on features like Salesforce Inbox or Einstein Activity Capture. Teams migrating from Upvise Enterprise at 10–25 users ($500–$1,250/month) to Salesforce Enterprise at the same headcount ($1,650–$4,125/month) see a cost increase that must be weighed against the additional capabilities. We include a Salesforce cost estimate based on your user count and projected data volume as part of the migration scope.

Upvise API does not expose workflows, form logic, or permission configurations for export

Upvise's REST API exposes data records — contacts, companies, jobs, projects, and form submissions — but it does not expose workflow definitions, automation rules, form-builder logic, or role-based permissions. These configuration items are stored server-side in Upvise's application layer and are not accessible via API export. In Salesforce, automations must be rebuilt using Flow (or Process Builder for existing orgs being upgraded). We export all available Upvise data in a structured JSON package, but any Upvise workflows, approval rules, or form-routing logic cannot be migrated automatically. We provide a structured workflow audit export as a reference document for your Salesforce admin to use when rebuilding automations in Flow.