Migrate From
Sales Force
Universal Migrator makes leaving Sales Force easy.
Where do you want to migrate Sales Force to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Sales Force
Sales Force is a:
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.
Browser-Based Application
Universal Migrator extracts data from Sales Force via:
API Connections
Other Notes:
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.
Sales Force is a Field-Based Application
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Sales Force in order to extract your data.
Admin Sales Force Credentials
The computer used to migrate from Sales Force:
Because data is extracted from Sales Force via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Sales Force:
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 User 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 Firm Administrator must complete a Custom Field Mapping spreadsheet.
The following people are required for a migration from Sales Force:
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.
Migration Specialist
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.
Firm Administrator
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
