Migrate from Sales Force
Universal Migrator makes leaving Sales Force easy.
What migrates from Sales Force?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users | |
Note Categories |
Contact Data
Contacts | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Notes |
Billing Data
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Task Data
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Matter Custom Field Values |
Matter Data
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Originating User Relationships | |
Matters <=> Participating User Relationships |
Calendar Data
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Other Data
More Available on Request |
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What a Migration Specialist Should Know
about
Sales Force
Sales Force is a:
Browser-Based Application
This means that firm members can typically access Sales Force from anywhere with an internet connection. When they need to use Sales Force, they enter Sales Force credentials into a Sales Force website and are able to access all their data from there.
Universal Migrator extracts data from Sales Force via:
API Connections
Other Notes:
Sales Force is a Field-Based Application
In Sales Force, just about every field is a custom field. Because of this, firms coming from Sales Force tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.
The following credentials are required:
Admin Sales Force Credentials
The Migration Specialist will need an Administrator username and password into Sales Force in order to extract your data.
The computer used to migrate from Sales Force:
Can be located Anywhere
Because data is extracted from Sales Force via the internet, the migration can be run from any suitable location.
The following people are required for a migration from Sales Force:
Migration Specialist
The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.
Firm Administrator
The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.
In order to migrate from Sales Force:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Sales Force to users in the new system.
The Firm Administrator must complete a Custom Field Mapping spreadsheet.
Firms migrating from Sales Force tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.
To migrate from Sales Force, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Sales Force are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.
Zero Downtime.
Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.
No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents