Migrate from Urban-Hawks to Salesforce Sales Cloud

Inventory source data and deliver Salesforce schema plan

FlitStack AI reads your Urban Hawks data via its API, inventories all objects, custom fields, pick-list values, and association records. We cross-reference against Salesforce's object model and deliver a schema setup plan: record types to create, custom __c fields to create in Object Manager, pick-list value sets, and page layout assignments. Your Salesforce admin creates these before the migration run. We provide step-by-step setup instructions and validate the schema is in place before data moves.

Resolve owners and validate pick-list value coverage

We match Urban Hawks owner email addresses to existing Salesforce users. Unmatched owners are flagged with a resolution list — either invite them to Salesforce or assign records to a fallback user before the migration run. We also validate that every pick-list value in Urban Hawks has a corresponding value in the target Salesforce field; unmapped values are flagged so your admin can add missing values to the pick-list before the run. This prevents rejected records due to invalid pick-list values.

Sequence and migrate accounts before contacts before opportunities

Salesforce enforces referential integrity — Contacts require an AccountId and Opportunities require a ContactId or AccountId. We sequence the migration in dependency order: Accounts first, then Contacts and Leads, then Opportunities with their OpportunityContactRoles. Custom objects and activities follow in a second pass. This ensures foreign keys resolve on first insertion rather than requiring a second pass to backfill lookups. The sample migration validates this sequencing with a representative data slice before the full run commits.

Run sample migration with field-level diff

A representative slice of 100–500 records spanning contacts, accounts, deals, and activities migrates into a Salesforce sandbox or scratch org. We generate a field-level diff report showing every source field, its mapped Salesforce field, the value in Urban Hawks, and the value in Salesforce. You review the mapping, flag any incorrect transformations, and approve before the full run. This step catches incorrect value mappings, missing pick-list values, and owner resolution gaps before data lands in production.

Execute full migration with delta-pickup window

The full migration runs against your Salesforce production org using Bulk API 2.0 for high-volume objects. After the initial load completes, a delta-pickup window of 24–48 hours captures any Urban Hawks records created or modified during the cutover. An audit log records every insert, update, and error. If reconciliation fails, one-click rollback reverts the org to its pre-migration state using the recorded audit log. We deliver a post-migration reconciliation report showing record counts, error rates, and any records that require manual review.

Deliver workflow export reference and rebuild guidance

Urban Hawks workflows and automation sequences are exported as a structured reference document — step definitions, triggers, conditions, and actions — formatted for Salesforce Flow rebuild. We include a mapping table that connects each Urban Hawks workflow trigger to its equivalent Flow element. This document goes to your Salesforce admin or implementation partner for manual rebuild. We do not set a timeline for workflow rebuild; it depends on the complexity of your automation set and is scoped separately from the data migration.