Migrate from VaultRE to Salesforce Sales Cloud

VaultRE contacts with role 'buyer' or 'seller' route to Salesforce Contact under an Account. VaultRE contacts flagged as leads without a property association route to Salesforce Lead. Role flags (buyer, seller, tenant, landlord) are preserved as a custom multi-select picklist on Contact since Salesforce does not natively model N-role contacts.

VaultRE tenant contacts map directly to Salesforce Contact records associated with a Property__c record representing the rental listing. Tenant-specific fields like lease start/end dates migrate to custom date fields on the Contact. The tenant-to-property association is preserved via the Property__c lookup on the Contact record.

VaultRE properties do not map to a standard Salesforce object. A Property__c custom object is created with fields for listing type (rental/sale/both), street address, suburb, state, postcode, price, bedrooms, bathrooms, and property type classification. The VaultRE property ID is stored as Source_Property_ID__c for delta-run de-duplication.

VaultRE properties that serve both as a rental listing and a sales mandate split into a Property__c record plus two Opportunity records — one for the rental campaign and one for the sales campaign — each with its own stage, amount, close date, and associated agents.

VaultRE listing types (sales campaign, rental campaign, off-market) map to Opportunity records with a custom Listing_Type__c picklist. Each Opportunity is linked to its parent Property__c record. Stage values (active, under offer, settled) map to Salesforce Opportunity Stage values per record type.

VaultRE trust accounts have no Salesforce standard equivalent. We create Trust_Account__c as a custom object with fields for account name, ledger balance, and associated property. Trust transaction history (deposits, withdrawals, disbursements) migrates to a related Trust_Transaction__c custom object with original timestamps preserved.

VaultRE's native commission split configurations have no Salesforce standard object equivalent. A Commission_Split__c custom junction object is created, linking the Opportunity to the responsible Contact (agent) and storing the split percentage and calculation method as custom fields. This structure supports multi-agent commission scenarios.

VaultRE staff records are resolved to Salesforce Users by email address match. Unmatched staff are flagged in a pre-migration report for team review. VaultRE agent-specific fields like license numbers and sales statistics migrate to custom fields on the Salesforce User record for ongoing reference.

VaultRE logged calls and emails map to Salesforce Tasks with Type='Call' or Type='Email'. VaultRE meeting records with check-in data map to Salesforce Events with original start/end times preserved. VaultRE notes map to Salesforce Notes. Parent-record links to the corresponding Contact or Property__c record are maintained.

VaultRE's open home check-in and kiosk functionality has no Salesforce equivalent. A custom Open_Home_Checkin__c object is created linked to Property__c, storing attendee name, contact, check-in timestamp, and feedback notes. This enables agents to recreate the check-in workflow in Salesforce using Flow.

VaultRE custom database fields on contacts — including date fields, checkboxes, text fields, and drop-down selections with up to 30 options — migrate to corresponding Salesforce custom fields on the Contact object. Drop-down selections map to Salesforce picklists with value-by-value mapping for each option.

VaultRE property-level custom fields migrate to custom fields on the Property__c custom object. Field types translate directly: VaultRE date fields become Salesforce Date fields, checkboxes become Checkbox fields, and drop-down selections become Picklist fields with value mapping.

VaultRE file attachments on contacts, properties, and listings are re-uploaded to Salesforce as Salesforce Files (ContentDocument/ContentVersion). Inline images in VaultRE notes are downloaded and rehosted in Salesforce. File size limits of 25MB per Salesforce file apply.

VaultRE's native integrations with Pricefinder, CoreLogic, REI Forms Live, and Office365 do not migrate. These connections must be rebuilt in Salesforce using AppExchange apps or API integrations. FlitStack provides a connection-inventory export as a rebuild reference for your implementation team.