Migrate from Zendesk Sell to Salesforce Sales Cloud

Sell Leads migrate directly to Salesforce Lead. The lead_source, unqualified_reason, and custom Lead fields transfer as-is. Sell Lead status values map to Salesforce Lead Status picklist, which we configure during Salesforce setup. We resolve any Sell custom Lead fields to Salesforce custom Lead fields with equivalent types.

Sell Contacts migrate to Salesforce Contact. The is_organization flag that some Sell accounts use to designate company contacts requires resolution: if a Sell Contact has is_organization = true and no individual name, we treat it as a lead for Account creation rather than a Contact. All standard fields (name, email, phone, address) map to Salesforce Contact equivalents. We run duplicate detection on email during import.

Sell Company records map to Salesforce Account. The company domain becomes the Account Website field and serves as the dedupe key. Account is created before any Contact import so that the AccountId Lookup relationship is satisfied at Contact insert. Sell custom Company fields map to Salesforce custom Account fields.

Sell Deals map to Salesforce Opportunity. The Deal amount, loss_reason, deal_source, and stage history transfer. We resolve the associated Contact as the Opportunity's primary Contact role, and the associated Pipeline and Stage as the Salesforce Record Type and Sales Process stage value. Closed-Loss and Closed-Won dates from Sell map to Opportunity CloseDate and StageName.

Each Sell Pipeline becomes a Salesforce Record Type on Opportunity. We pre-create Record Types during the schema phase so that stage mapping is scoped per pipeline context. If the customer uses more than five Sell Pipelines, we consolidate or split per the customer's input during scoping.

Sell Stages are children of Pipelines with ordinal position, loss/win flags, and probability. We map these to Salesforce Sales Process stage values, preserving stage order and renaming to match Salesforce naming conventions. Stage probability percentages migrate as StageProbability values, rounded to the nearest integer.

Sell Line Items attach to Deals and carry product name, quantity, and price. Salesforce models this as OpportunityLineItem linked to a PricebookEntry and Opportunity. We create Product2 records and Standard Pricebook entries during the schema phase, then link Line Items during migration. If the destination org does not use Salesforce CPQ, Line Items map to custom fields on Opportunity or a custom Line Item object.

Sell Tasks with due dates, assignees, completion status, and descriptions migrate to Salesforce Task. Notes attached to Tasks in Sell migrate as Salesforce Note records linked via ContentDocumentLink to the parent Task. Task assignment resolves via email match from Sell Owner to Salesforce User.

Sell Notes are free-text records attached to Contacts, Deals, Leads, or Companies. We migrate Notes with parent reference intact so conversation context links to the correct Salesforce record (Lead, Contact, Account, or Opportunity). Rich text and embedded images in Sell Notes migrate as Salesforce Note with content preserved.

Sell Users (sales reps, admins) export with email, role, and territory. We match Users by email to the destination Salesforce org. Any Sell User without a matching Salesforce User goes to a reconciliation queue for admin provisioning before record import resumes.

Sell call logs, call outcomes, and call duration migrate to Salesforce Task with TaskSubtype = Call and disposition stored in a custom field. Call recording audio files migrate as ContentDocument records linked to the Task via ContentDocumentLink, requiring separate file transfer and storage consideration in Salesforce.

Sell custom fields exist on Leads, Contacts, Deals, and other objects. We resolve the Sell numeric custom field ID and the separate field key (required for bulk API calls) during scoping and maintain a lookup table. Custom field values map to Salesforce custom fields with equivalent types (text, number, date, picklist, checkbox). Multi-select picklist values in Sell map to Salesforce multi-select picklist; we flag any multi-select Sell field that cannot map directly.

Sell Tags are labels applied to Contacts, Deals, and Leads for segmentation. We migrate Tags as-is and note that Salesforce handles tag-based filtering differently. The customer chooses during scoping whether tags become Salesforce multi-select picklist fields on the target object or Topic assignments with TopicAssignment records.

Sell Documents attach to records as file references. We migrate document metadata (name, description, file type) and URL pointers where available. File binary content migrates as Salesforce ContentVersion with ContentDocumentLink to the parent record. Large file migration is flagged as a separate step requiring Salesforce file storage planning.