We deliver Salesforce migration across the most common patterns — Classic to Lightning, Pardot to Account Engagement, legacy CRM to Salesforce, and multi-org consolidation. Migration is a discipline; we run it as one.
A Classic-to-Lightning migration that breaks reports or loses field history is a credibility incident the rest of the program never recovers from. The technical part is the easy part; data hygiene, mapping decisions, and stakeholder agreement are where projects die.
We start with a readiness audit — what's used, what's broken, what's redundant. Then a mapping document signed by the data owners. Then a sandbox migration with reconciliation. Then production cutover with rollback plan.
Cutover on the planned weekend. Data reconciled to 100% on the first pass. Reports and dashboards rebuilt and validated. Users trained on Lightning. The whole organisation goes back to work on Monday.
Lightning readiness audit, custom-component conversion plan, AppExchange package review, and Lightning-native UX redesign.
Visualforce → LWC conversion, Lightning Record Pages, Path setup, and the UX patterns Lightning users expect.
Pardot to Account Engagement migration including domain authentication, lead routing, and Engagement Studio rebuild.
HubSpot, Pipedrive, Zoho, MS Dynamics, SugarCRM → Salesforce — with deduplication, history preservation, and attachment migration.
Multi-org merger (post-M&A) — schema reconciliation, user consolidation, integration re-wiring, and phased cutover.
Production cutover with rollback plan, weekend support window, and post-cutover reconciliation report.