Who do you want to do your migration?
basic
Do It Yourself
For organizations with available IT personnel.
starts at
$3,500
USD
what.you.need
An IT Person who knows SQL
A dedicated computer for migrations
what.you.get
Access to the Universal Migrator software
Prebuilt mappings and training
Unlimited 9/5 Support
Direct access to developers
recommended
Hire a Partner
For organizations who just want to get it done.
full-service, starts at
$4,500
USD
what.you.need
Pick a partner (we'll recommend one)
Pick a migration date
what.you.get
A vetted partner ideal for your project
Confidence your project is handled right
The easiest migration you've ever had
Most partners deliver within 72 hours
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.
Sales Force is a:
General Customer Relationship Management System
General customer relationship management systems (CRMs) are used to keep track of clients and the services they utilize.
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.
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.
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.
To migrate from Sales Force, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Sales Force are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
