Redtail, Wealthbox, a legacy org, a spreadsheet nobody trusts: I’ve moved all of it into Salesforce, 100+ times in 20 years. Fixed fee. Reconciled to the record. And I’m the person 35,000 Salesforce professionals learn migration from.
You’ll leave knowing what it’ll take, what it’ll cost, and whether you need me at all. Sometimes you don’t.
Hi, I’m Elise Pottinger. I do the migration myself. No bench, no handoff.
Three services, one page. Pick the one that sounds like you.
See the data migration services →Each acquired practice arrived on Redtail with its own household logic and years of email archives. Now every acquisition lands in the same FSC data model on a predictable timeline.
A nationally ranked fiduciary firm with about 30 years in practice and offices across the state. Each acquired practice’s client data lands fast and clean, with privacy preserved between offices and no duplicate records created against custodial data feeds.
An Inc. 5000 Salesforce consultancy brought me in to own the data side of a client implementation: legacy records mapped, cleaned and loaded while their team stayed focused on the build.
Same order every time, which is most of why they finish on time.
Scope, timeline, who does what, what “done” means
Sandbox setup and a brutally honest audit of the source data
Every source field to a Salesforce field, or a documented decision not to
Clean, dedupe, restructure, strip the junk, shape it so AI tools can read it later
Bulk API, parent-before-child order, no row-lock surprises
Record counts, spot checks, and a reconciliation your compliance team can file
Delta load, cutover, and I stick around for the first week
Twenty years in the Salesforce ecosystem as an admin, architect and business analyst, and somewhere along the way I became the person people call when the data migration is the scary part. I like the scary part. Untangling fifteen years of someone’s client notes and watching them land in the right household is a good day.
I teach exactly what I do to about 35,000 people on YouTube, so the next migration you run doesn’t have to involve me at all. Based in Louisville, Kentucky; working with clients everywhere.
The full data migration methodology, taught the way I actually do it: source analysis, mapping, transformation, load order, validation. Templates, not theory.
Explore the Masterclass →Step-by-step Salesforce data migration tutorials from real projects: Data Loader, Flows, validation-rule bypasses, FSC, and connecting Claude to your sandboxes.
Read the tutorials →Over-the-shoulder walkthroughs of real migration problems, Data Loader setups, FSC household building and the occasional rant about row locks.
Subscribe →What it’ll take, what it’ll cost, and whether you even need me.
