FERRYAI-LED MIGRATION
Migration to Salesforce, made easy.
Bring data into Salesforce from any system or file. AI-led migration. Expert-reviewed. A migration plan in hours.
Connectors or files in. A reviewed migration plan out.
WHAT MOVES
What lands in Salesforce
- Contacts & companies
- Deals & pipelines
- Activities & notes
- Custom objects
- Associations
- Workflows & ownership
HOW IT RUNS
From inventory to cutover
01Inventory the sourcesObjects, counts, and custom fields scanned from systems or files.
02Map into placeFields mapped into Salesforce with type checks and transformation rules.
03Pilot and validateA slice transfers first; counts and values are reconciled.
04Cut overFreeze, delta sync, final diff, and sign-off — on your schedule.
PLATFORM FACTS
Loading data into Salesforce
Load paths
- Bulk API / Data Loader for volume loads
- Relax validation rules and required fields during the load window
- Owner, record type, and picklist values mapped before writing
Watch out for
- API call limits depend on edition and licenses — plan the extraction window
- Formula fields export as values; relationships need an ID correspondence table
Specifics vary by plan and change over time — the free assessment verifies them against your actual setup.
POPULAR ROUTES
Popular sources into Salesforce
Moving into Salesforce? Start with the free assessment.
FAQ
Frequently asked questions
Which sources are supported?
Major SaaS systems plus CSV, Excel, JSON, and database extracts. Unlisted systems can be scoped in the free assessment.
What about data already in Salesforce?
Duplicate detection and merge rules run in the pilot before the full transfer writes anything.
How does this fit the implementation schedule?
Mapping and tests run alongside setup, then a delta sync lands the final data on your go-live date.