Migrate from Wealthengine to Salesforce Sales Cloud

WealthEngine profiles represent enriched individuals. Migrate as Salesforce Contacts — firstname, lastname, email, phone, address, and jobtitle are standard Contact fields. All WealthEngine enrichment attributes (P2G score, Gift Capacity, net worth) map as custom fields on Contact. The standard Contact fields handle identity data while enrichment metrics land on __c fields for reporting and segmentation.

Profiles that cannot be matched to an existing Salesforce Contact by email or name are loaded as Salesforce Leads. WealthEngine enrichment attributes migrate as custom Lead fields; matched profiles land as Contacts. The split decision is made by email-match first, then name+address fallback.

WealthEngine household structures and organization-level wealth attributes merge into Salesforce Accounts. Household income, total household assets, and organization-level wealth scores from WealthEngine map to custom Account fields. Individual profile enrichment still lands on the related Contact record. This dual-layer approach ensures household-level giving capacity is visible at the Account level while individual enrichment attributes remain on each Contact for donor-specific outreach.

WealthEngine stores the last screening date per profile. This is not a native Salesforce field — we create Screening_Date__c as a custom Date field on Contact and Lead so enrichment age is visible in list views and reports. The Screening_Date__c field also serves as the trigger for re-screening workflows: when the date exceeds a configurable threshold (e.g., 180 days), Salesforce Flow can call the WealthEngine API to refresh the enrichment data.

WealthEngine internal profile IDs are stored as a custom External ID field (WealthEngine_ID__c) on Contact and Lead for traceability, delta-run deduplication, and re-screening workflows that reference the original WealthEngine record. This External ID enables upsert operations during migration, preventing duplicate record creation if a profile is processed multiple times. It also allows Salesforce Flow to pass the WealthEngine ID back to the WealthEngine API when triggering re-screening for stale enrichment data.

WealthEngine's P2G score is a proprietary propensity metric. No Salesforce native equivalent exists. We map it to a custom Number field (P2G_Score__c) on Contact and Lead so it appears in Salesforce reports and Einstein lead scoring alongside the original value.

Gift Capacity Rating is a WealthEngine rating (e.g., A, B, C tiers or numeric scale) indicating estimated donation range. We map it to a custom pick-list or text field on Contact so fundraisers can sort and segment by giving capacity in Salesforce without leaving the CRM.

WealthEngine estimated total assets (real estate, investments, business interests combined) migrate to a custom Currency field Total_Assets__c on Contact. Original currency and asset-breakdown fields are preserved separately for granular analysis. Component fields like Real_Estate_Value__c, Stock_Value__c, and Business_Interests_Value__c allow fundraisers to understand the mix of assets before making ask-amount decisions, while Total_Assets__c provides a single aggregated figure for high-level capacity scoring.

WealthEngine estimated annual donation figure migrates to a custom Currency field Annual_Donations__c on Contact. This field is the basis for ask-amount decisions in Salesforce campaigns and appeal segmentation. Fundraisers can filter prospects by giving history, set tiered appeal levels (e.g., major gift, mid-level, annual fund) based on the Annual_Donations__c value, and use it alongside P2G_Score__c and Gift_Capacity_Rating__c to prioritize outreach sequences.

WealthEngine net worth is bucketed into bands (e.g., $1M–$5M, $5M–$10M). We map these bands to a custom pick-list field Net_Worth_Band__c on Contact, preserving the original band values so segmentation is consistent with WealthEngine reports. This pick-list enables quick filtering in Salesforce list views and reports, allowing fundraisers to build dynamic groups for major-gift prospects, mid-level donors, and annual fund appeals based on wealth tier without manual calculations.

WealthEngine flags bequest, annuity, and trust planned-giving indicators. These are stored as a custom multi-select pick-list Planned_Giving__c on Contact so fundraisers can identify major-gift prospects in Salesforce campaigns. The multi-select format allows a single prospect to be flagged for multiple planned-giving types (e.g., both bequest and charitable remainder trust), enabling segmented outreach for legacy society invitations, planned-giving informational events, and estate-planning consultation requests.

WealthEngine real estate asset value migrates to a custom Currency field Real_Estate_Value__c on Contact. Asset breakdowns are preserved in a companion custom field Real_Estate_Details__c for reference. Real_Estate_Details__c can store property addresses, estimated values per property, and ownership percentages, enabling fundraisers to understand the liquidity profile of real estate holdings when determining ask amounts and payment timeline expectations for major gifts.

WealthEngine business interests and stock-holding values migrate to Business_Interests_Value__c as a custom Currency field on Contact, with companion fields Business_Interests_Details__c for entity-level breakdowns. Business_Interests_Details__c stores entity names, ownership percentages, and valuation notes, allowing fundraisers to assess the type and complexity of holdings when discussing philanthropy. Private business interests may have lower liquidity than publicly-traded stocks, influencing gift timing and payment structure conversations.

When WealthEngine profiles include employer or affiliated organization data, the org name maps directly to the Account Name field. Account records are created or matched by organization name before Contacts are linked. This ensures the Contact.AccountId lookup resolves correctly, enabling Account-based reporting on enrichment by employer, industry, or organization type. FlitStack AI performs Account matching before Contact migration to maintain referential integrity across the data model.

WealthEngine affiliation flags (board positions, nonprofit affiliations, volunteer roles) migrate to a custom multi-select pick-list Affiliation_Flag__c on Contact, enabling fundraiser outreach based on network connections. Multi-select values allow prospects with multiple affiliations to be flagged appropriately. Fundraisers can filter for board members to invite to governance events, identify volunteers for peer-to-peer fundraising campaigns, and target nonprofit-affiliated prospects for corporate matching gift programs or cause-related appeals.