Migrate from Wise Agent to Salesforce Sales Cloud

Wise Agent's contact record maps one-to-one to Salesforce Contact. The contact's primary company resolves to Contact.AccountId via a lookup—Wise Agent contacts without a company attach to a placeholder 'Unassigned Account' record or remain as Contacts without an Account link depending on your Salesforce sharing model preference set during discovery.

Wise Agent contacts at the inquiry stage who are not yet active clients can route to Salesforce Lead. The split is based on Wise Agent lifecycle stage or a status flag: new inquiry contacts go to Lead, established clients with closed transactions go to Contact under an Account. We determine the split rule with you during discovery.

Wise Agent's company record maps directly to Salesforce Account. Company hierarchies (parent/branch relationships) translate to Account.ParentId. Multi-company associations on a single Wise Agent contact require Salesforce Account Contact Relations when the contact has more than one associated company—we surface these N:N relationships pre-migration.

Wise Agent transactions are real estate deal records with stages, deal amounts, close dates, and checklist progress. These map to Salesforce Opportunities using deal amount as Opportunity.Amount, transaction status as StageName, and expected close date as CloseDate. Transaction checklists migrate as either custom fields on Opportunity or related Task records linked to the Opportunity.

Wise Agent transaction stages (e.g., Active, Under Contract, Pending, Closed) map value-by-value to Salesforce Opportunity Stage picklist names. Stage probability percentages and forecast category reapply based on Salesforce's stage configuration. Custom stages defined in Wise Agent require corresponding picklist values created in Salesforce before migration runs.

Wise Agent's flexible label system has no native Salesforce equivalent. We map each label to either a custom picklist field on Contact (e.g., Buyer_Type__c, Agent_Role__c) or to Campaign Member Status values if the label represents a marketing program enrollment. You choose the target schema during discovery; unused labels archive as reference data.

Wise Agent drip campaigns and text sequences are marketing automation constructs storing enrollment logic, timing rules, and contact progression. These have no equivalent in Salesforce Sales Cloud's data model. We export campaign definitions and enrollment history as a CSV reference file. Your team rebuilds sequences in Salesforce Flow, Marketing Cloud Engagement, or your chosen automation platform post-migration.

Wise Agent calendar entries map to Salesforce Events with original start and end times, subject line, description, and location preserved. Owner resolution matches by email to Salesforce Users. Recurring events expand into individual Event records or remain as a series reference if your Salesforce edition supports event series.

Wise Agent logged emails, calls, and notes map to Salesforce Tasks (Type = Email or Call) and Notes respectively. Original timestamps and owning user are preserved. File attachments re-upload to Salesforce Files and link to the parent Contact or Account record. Activity subject and description carry over without transformation.

Wise Agent custom properties on any object migrate as Salesforce custom fields using the __c suffix convention. Field data type is inferred from Wise Agent's property definition: text properties become Text fields, numbers become Number fields, dates become Date fields, and picklists become Picklist or Multi-Select Picklist fields in Salesforce.

Wise Agent marketing programs (e.g., Monthly Newsletter, Open House Campaign, Referral Program) migrate as Salesforce Campaigns. Contact enrollments become Campaign Members with custom status values reflecting program milestones. Campaign Member Type is set to 'Buyer' or 'Seller' based on Wise Agent contact type. Historical enrollment data is preserved at migration time.

Wise Agent team members resolve to Salesforce Users by email address match. Unmatched owners are flagged in a pre-migration report—your team either provisions a Salesforce license for that person, reassigns their records to a fallback user, or archives the owner as a custom field on migrated records. Role and permission structure from Wise Agent is documented as a reference for Salesforce profile setup.