Migrate from WayMore to Salesforce Sales Cloud

WayMore Contacts map to Salesforce Lead for unqualified prospects and to Salesforce Contact for qualified buyers attached to an Account. We evaluate the contact's lifecycle stage, email subscription status, and last interaction date to determine the split. The original WayMore contact ID and any behavioral scoring fields preserve in custom fields on both Lead and Contact for audit and reconciliation. Contacts without a matching Company in WayMore create standalone Leads with no Account relationship.

WayMore Company records map to Salesforce Account. The Company domain name becomes the Account Website field and serves as a deduplication key during import. We resolve the Company-to-Contact relationship at import time by matching the contact's associated company field against the Account external ID before inserting Contacts. WayMore custom properties on Company records map to custom Account fields.

WayMore custom properties export as text columns in the Contact and Company CSV exports. We map each property to a corresponding Salesforce custom field of the closest available type (text, number, date, picklist) after reviewing the actual values in the export. Type preservation is not guaranteed without explicit field-by-field review; we document any type conversions applied during transformation and flag value-format discrepancies before insertion.

WayMore dynamic segments export as static membership snapshots at cutover because Salesforce has no equivalent dynamic rule engine for auto-populating audience lists from behavioral triggers. We export the current membership list for each WayMore segment and create a corresponding Salesforce Campaign with the membership imported as CampaignMember records. The customer chooses whether each segment becomes a Salesforce Campaign or a static List View during scoping.

WayMore email campaign records (subject, send date, recipient count, open rate, click rate metadata) map to Salesforce Campaign records. Campaign Type is set to Email and the original send metrics are stored in custom fields on the Campaign. Email content and templates do not migrate because they cannot be extracted via CSV; we deliver an asset inventory listing every template that requires manual download and re-upload.

WayMore SMS campaign records and message templates export via CSV. We map them to Salesforce Campaign records with Campaign Type set to SMS and opt-out status per contact preserved in the Contact's HasOptedOutOfEmail or a custom SMS opt-out field. Subscriber device tokens and phone number carrier data are not portable and do not transfer to Salesforce.

WayMore tags applied to contacts for labeling and segmentation map to Salesforce custom multi-select picklist fields on Contact or Lead, depending on where the tagged contact lands in the split. The customer chooses tag strategy during scoping: tags as multi-select picklist values within the Contact record, or tags as Salesforce Topics with TopicAssignment records for cross-object tagging.

WayMore automation workflows do not migrate to Salesforce Flow because they are different automation models with incompatible trigger types, action sets, and delay configurations. We export the workflow definition as structured JSON documenting each step, trigger, condition, and action. We deliver a written inventory with a recommended Salesforce Flow equivalent for each workflow. The customer's admin or a Salesforce partner rebuilds them post-migration.

WayMore chatbot AI flows use a visual builder with decision trees, conditional branches, and AI response configurations that have no direct Salesforce equivalent. Einstein Bots (available in Enterprise and Unlimited Salesforce editions) are the closest replacement but require separate configuration. We export the flow structure as a decision-tree diagram and list the active chatbot sessions at cutover that will not transfer.

WayMore lead capture forms collect contact data and trigger automations. Form definitions export as configuration snapshots, but the form-to-automation connections cannot transfer. We deliver a written inventory of every active form with its field mapping and submission count, recommending Salesforce Web-to-Lead, Experience Cloud Forms, or an AppExchange form tool as the replacement.

WayMore engagement records (email opens, clicks, SMS sends, push notification deliveries, and notes) export as activity logs via CSV. We map these to Salesforce Task and Event records linked to the parent Contact or Lead via WhoId, and to the related Account or Opportunity via WhatId where a relationship exists. Activity timestamp preserves in ActivityDate to maintain the timeline sequence.

WayMore user accounts referenced on Contact, Company, and engagement records are matched by email address against the Salesforce destination org's User table. Any WayMore Owner without a matching Salesforce User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission structures in WayMore do not transfer and require manual reconfiguration in Salesforce Profiles and Permission Sets.