Why Choose Peeklogic for Salesforce Migration

340+

Completed Projects

When migration uncovers the need for custom development, integration, or Agentforce enablement, we handle it in-house

250+

Salesforce Certificates

Spanning admin, developer, architect, and industry specialties

100%

Data Security (HIPPA, ISO, GDPR)

Staged migrations with reconciliation at every step, rehearsed cutovers, and rollback paths always defined

How can we help you?

CRM-to-Salesforce Migration

We extract your data, processes, and workflows from HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, SugarCRM, Freshsales, Insightly, Zendesk Sell, or any other CRM.

Salesforce Classic to Lightning Migration

We handle the technical migration (metadata, page layouts, record types, reports, dashboards) and the human migration (training, adoption planning, rollout strategy) as one coordinated project.

Salesforce Org-to-Org Migration

We handle full and partial org merges: metadata reconciliation, user and role hierarchy alignment, security and sharing model harmonization, record ID mapping and lookup reconciliation, and duplicate resolution.

Legacy System and Database Migration

We migrate data from on-premise SQL and Oracle databases, Access databases, Excel and CSV files, SharePoint, custom-built applications, ERP systems, and flat-file archives into Salesforce.

1GP to 2GP Managed Package Migration

We plan and execute the full migration: namespace strategy, org shape planning, package structure, metadata transfer, subscriber impact analysis, feature parameter setup, and Dev Hub configuration.

Data Mapping & Architecture

We map your existing data structures to Salesforce objects and relationships. (Field-to-field mapping, Custom object design, Relationship and hierarchy setup, Duplicate removal, Data normalization, Missing data enrichment)

Data Assessment & Standardization

Before migration, we analyze and prepare your data to ensure consistency and usability. Includes: Data structure analysis, Format standardization, Identification of duplicates and inconsistencies

Post-Migration Optimization

We ensure your system is fully functional and optimized after go-live. Includes: Performance checks, Data quality monitoring, User onboarding support.

Systems We Migrate From

We’ve migrated data and processes from dozens of platforms. The most common:

Learn more

CRM platforms

HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, SugarCRM, Freshsales, Insightly, Zendesk Sell, Copper, Act!, Monday Sales CRM, Close

Marketing platforms

HubSpot Marketing, Marketo, Mailchimp, ActiveCampaign, Constant Contact

Databases

SQL Server, Oracle, MySQL, PostgreSQL, Microsoft Access, MongoDB

Spreadsheets and flat files

Excel, Google Sheets, CSV, TSV, XML

Legacy and custom systems

Homegrown CRMs, custom-built applications, ERP modules, SharePoint, Lotus Notes

Nonprofit-specific

Raiser’s Edge, Blackbaud CRM, DonorPerfect, Bloomerang

Other Salesforce orgs

Org merges, org splits, sandbox-to-production, Classic to Lightning

What Can We Migrate

Data— accounts, contacts, leads, opportunities, cases, activities, notes, attachments, files, custom objects, and historical records
Relationships— lookups, master-detail, junction objects, many-to-many associations, account hierarchies, and contact roles
Automation— workflows, approval processes, email templates, assignment rules, escalation rules, and scheduled jobs — rebuilt as Flows and Apex where appropriate
Reports and dashboards— recreated in Salesforce with equivalent logic, filters, and groupings
Integrations— re-pointed from the old system to Salesforce, or rebuilt using MuleSoft, Workato, or direct API
Security— role hierarchy, sharing rules, permission sets, and field-level security mapped from the source system’s access model
Users— user accounts, profiles, roles, and group memberships provisioned in Salesforce with SSO configuration where applicable

Book a Free Consultation

Migration Challenges We Solve

Data loss and corruption— staged migrations with reconciliation at every step; rollback paths always defined
Downtime and business disruption— cutover planned for minimum-impact windows; parallel runs for high-stakes orgs
Broken relationships— record ID mapping and lookup reconciliation tested in Full Copy sandbox before production
Duplicate records— deduplication at the source before migration, plus Salesforce Duplicate Management rules post-migration
Automation conflicts— triggers, Flows, and validation rules disabled during bulk load, then re-enabled and tested systematically
User adoption resistance— change management built into the migration plan, not bolted on after
Historical data volume— clear decisions about what migrates, what archives, and what gets left behind, based on business value and compliance requirements
Integration re-pointing— every integration re-tested against the new Salesforce org before go-live

Contact Us

Our Core Technology Stack for Enterprise Growth

Salesforce
Custom Development
Test Automation
Integration
UI/UX Design

Pardot

Commerce Cloud

CPQ

Data Cloud

Experience Cloud

Health Cloud

Marketing Cloud

Sales Cloud

Service Cloud

Mulesoft

Salesforce to Salesforce

Visualforce

AMP Script

SSJS

Apex

LWS

Apex

Android

CSS

Flow Automation

HTML

Java

SSJS

Nest JS

PHP

Phyton

SQL

LWS

React

Node JS

Selenium

Postman

Playwrite

API Testing

Business Logic Testing

Workflow Testing

Data Migration Testing

Rapid Smoke Testing

Zapier

Twillio

Supabase

RingCentral

ServiceNoe

PayPall

n8n

Jira

Make

Google Cloud

Cloudfare

Amazon Web Services

Azure DevOps

AWS S3

AWS Lightsail

Figma

Adobe Illustrator

Adobe Indesign

Adobe Photoshop

Canva

PowerPoint

Let’s talk

Our Salesforce Migration Process

Start a Salesforce Project

Assess

Source system audit: data model mapping, record volume inventory, data quality profiling, relationship mapping, automation inventory, integration dependencies, and user workflow documentation.

Plan

Based on the requirements, we design the integration architecture: which platform (MuleSoft, Workato, Boomi, native Salesforce, or custom API), which pattern, the canonical data model, error-handling strategy, and monitoring approach.

Cleanse and Transform

We cleanse at the source before migration begins: standardizing formats, normalizing values, deduplicating records, filling critical gaps, removing orphans, and archiving data that doesn’t belong in Salesforce

Migrate in Stages

Data loads flow through a staged pipeline: Partial Copy sandbox first, then Full Copy sandbox, then production.

Validate and Cut Over

We freeze the source system, run the final delta migration, validate against reconciliation reports, run rapid smoke tests on critical business processes, and open Salesforce to users.

Stabilize and Support

Our hypercare team monitors data integrity, resolves edge-case issues, tunes automation, supports users through the transition, and captures the first round of enhancement requests.

Start a Salesforce Project

Peeklogic is trusted by Salesforce Teams across the world

5.0