Migrate from Zoho CRM Plus to Salesforce Sales Cloud

Zoho Leads map directly to Salesforce Lead. Lead_Status, Lead Source, and any custom lead scoring fields migrate as typed Salesforce fields. We preserve the Zoho Last Modified Date in a custom field zoho_last_modified__c for audit and deduplication during delta migrations. Active Zoho Leads without a corresponding Contact are imported as Salesforce Leads; converted Zoho Leads that created a Contact are imported as Salesforce Contacts with the Account already attached.

Zoho Accounts map to Salesforce Account. Account Name maps to Name; Industry, Website, Billing Address, and Phone migrate as standard fields. Account is created before any Contact import so that the AccountId lookup is satisfied at Contact insert time. We use Account Name as the dedupe key and resolve any duplicate Account names by appending a branch identifier if the customer has multi-location accounts.

Zoho Contacts map to Salesforce Contact with AccountId resolved from the parent Account mapping. First Name, Last Name, Email, Phone, Title, Department, and Mailing Address migrate as standard fields. Contact Role on related Deals migrates to Salesforce OpportunityContactRole. Tags attached to Zoho Contacts migrate as a multi-select picklist or a custom tag field depending on volume.

Zoho Deals map to Salesforce Opportunity. Deal Name maps to Opportunity Name; Stage maps to StageName via the pipeline stage mapping table; Amount, Closing Date, Probability, and Pipeline all migrate with type conversion. Each Zoho pipeline becomes a Salesforce Record Type on Opportunity with a corresponding Sales Process that whitelists the stage values. Closed-Lost and Closed-Won reasons from Zoho custom fields map to Loss Reason and Win Reason on Opportunity.

Zoho Tasks and Events map to Salesforce Task and Event respectively. Call Logs migrate as Task with TaskSubtype = Call and Call Duration stored in a custom field. We resolve the related-to record (AccountId, ContactId, OpportunityId) by querying the destination org at migration time using the Zoho record ID stored in a custom zoho_id__c field. ActivityDate preserves the original Zoho timestamp for timeline ordering.

Zoho Cases from Zoho Desk migrate to Salesforce Case. Case Status maps to Salesforce Case Status; Priority and Channel (Email, Phone, Chat, Social) migrate as standard fields. Assignee maps to Salesforce Case OwnerId via the User mapping. Thread history in Zoho Desk migrates as EmailMessage records linked to the Case. If the destination org does not have Service Cloud, Cases are mapped to a custom Case object or to Task records with a Case-type category.

Zoho Campaigns map to Salesforce Campaign. Campaign Type, Status, Start Date, End Date, Budgeted Cost, and Expected Revenue migrate as standard fields. Related Leads and Contacts migrate as CampaignMember records with Status values (Sent, Responded, Converted) mapped from Zoho campaign member statuses.

Zoho Products map to Salesforce Product2 with Standard Pricebook entries created during import. Product Code, Unit Price, Tax, and Description migrate directly. Product Bundles in Zoho are decomposed into their component Products and a separate Bundle Product2 record if the destination requires bundle tracking.

Zoho Quotes, Sales Orders, Purchase Orders, and Invoices map to their Salesforce equivalents (Quote, Order, Invoice). Line items migrate as OpportunityLineItem for Quotes, OrderItem for Orders. Status fields migrate directly. Account, Contact, and Product links are resolved at migration time via the Account and Product2 mappings completed in earlier phases.

Zoho Users map to Salesforce Users by email address. Active/inactive status, Role, and Profile migrate where equivalents exist. Any Zoho User without a matching Salesforce User goes to a reconciliation queue for admin provisioning before record import resumes. Record ownership (Account OwnerId, Contact OwnerId, Opportunity OwnerId) resolves to the matched User record.

Zoho custom modules migrate to Salesforce custom objects. We inspect the Zoho module schema via API before migration, create the equivalent Salesforce custom object with all custom fields, lookup relationships (up to 5 per object per Salesforce limits), and validation rules in the destination sandbox. Custom field types (lookup, picklist, currency, date) are converted to Salesforce field types. Autonumber and Formula fields are documented and excluded from data migration with a note to recreate them post-migration.

Zoho tags on Contacts, Accounts, and Deals migrate as a custom tag field (multi-select picklist) if tag volume is under 150 unique values per module, or as a separate custom Tag object with junction records if volume exceeds that threshold. The customer selects the tag strategy during scoping.

Zoho record attachments are exported to cloud storage (S3 or equivalent) and linked back to Salesforce records via ContentDocument and ContentVersion. The original ContentDocumentLink attaches the file to the relevant Account, Contact, or Opportunity. Files exceeding Salesforce's 25 MB per document limit are archived with a reference URL. We pre-calculate total attachment volume during scoping to ensure the destination org has sufficient storage.