Are you replacing an old CRM?
Moving from a legacy or third-party CRM? We map the existing structure and move your data into Salesforce without losing the relationships that matter.
Whether you need an expert to perform your migration or want to learn how to do it yourself, SMC Migrations gives you the expertise, framework, and practical knowledge to move Salesforce data with confidence.
A naive raw import breaks dependencies, duplicates dirty historical data, and destroys user adoption. Successful deployments require structural mapping, dynamic validation, and technical precision.
Click below to explore the chronological phases mandatory for maintaining CRM structural integrity and database relational schemas.
Before touching Salesforce, we dissect legacy tables, isolate bad records, and identify crucial user relationships to prevent dirty data from contaminating your new workspace.
Data translation occurs next. Flat values map to custom fields, polymorphic links, and normalized relational entities within Salesforce's structured architecture.
Uploading out of order causes critical mapping failures. We rigorously load Users, then parent Accounts, sibling Contacts, and ultimately child Opportunities and Notes.
We validate record counts down to the single digit, toggle critical platform rules, and run strict user-acceptance tests before confirming the official handoff.
Raw files lack context. Throwing generic rows directly at Salesforce breaks lookup associations and converts structured fields into empty, un-queryable clutter.
Salesforce relies on complex object graphs. We reconstruct nested relations like Contacts-to-Accounts, Leads-to-Campaigns, and Polymorphic Owners smoothly on import.
Delegate your entire data pipeline to a dedicated expert. Minimize downtime, prevent record loss, and achieve seamless data alignment with zero stress.
Master the frameworks and standard tools. Equip your internal operations or IT team to construct bulletproof, repeatable templates that guarantee data integrity.
Elise Pottinger is a premier Salesforce Data Migration expert, bridging the gap between legacy infrastructure and modern cloud architecture. With a strong pedigree in both business-level analysis and deep structural solution design, Elise crafts bulletproof migration pipelines that preserve data integrity, guarantee compliance, and eliminate downtime.
Throughout Elise’s 20 years in the Salesforce ecosystem, her favorite thing to do is help new Salesforce customers successfully transition from their previous CRM onto Salesforce.
Data migration can be the scariest part of an implementation (for both the client AND the partner) but she makes it fun and enjoys the whole process from kickoff to deployment.
Her expertise as a Solution Architect enables her to design new and redesign existing Salesforce environments to streamline business processes and increase user adoption.
As an Experienced Business Analyst, she specializes in simplifying complex technical concepts when guiding her clients through the process of deploying new tools and technology.
Elise is passionate about solving challenging data issues and building long term relationships with her clients. She is 8X Salesforce certified.
MigrationOS provides a structured approach to navigating Salesforce data migration from planning through deployment, mitigating risk and accelerating execution.
From simple transitions to complex system transformations, we secure your relational data with zero operational compromise.
Moving from a legacy or third-party CRM? We map the existing structure and move your data into Salesforce without losing the relationships that matter.
Wealth, banking, or insurance data requires more than a standard migration. We preserve the structure and relationships required for Financial Services Cloud.
Bringing two Salesforce Orgs together? We merge the data while protecting historical relationships and critical system configurations.
Custom schemas, parent-child relationships, and years of inconsistent records can make migration difficult. We untangle the structure before moving it.
Moving Data After an Acquisition?
Two financial practices.
Two different structures.
Integrating distinct financial practices introduces structural friction. CRM fields, historical compliance documentation, and multi-tier fee structures rarely align naturally.
Without an exact methodology, valuable historical records vanish during translation.
Elise stands as the premier expert for complex RIA and financial advisory acquisitions, deploying a rigorous engineering pipeline designed to preserve compatibility, history, and compliance.
Discover how our migration engineers solve critical data mapping overrides, API limits, and high-volume org consolidation challenges.
Explore the Migration Knowledge Base
Step-by-step technical blueprints for migrating complex legacy schemas, object relationships, and historical records.
Deep dives into Bulk API 2.0 configuration, secure command-line (CLI) batch automation, and avoiding locking errors.
Over-the-shoulder video walkthroughs showcasing actual data cleaning, staging setup, and API throttling workarounds.
Acquire the technical blueprints, mapping strategies, and hands-on execution skills to run enterprise migrations internally. Distinguish clearly between our structured education programs and our custom implementation services.
For internal system administrators, developers, and tech leads who want deep-dive coaching, framework templates, and real sandboxed migration drills.
For organizations requiring end-to-end hands-off technical execution, scripting, mapping, and heavy lifting performed by SMC certified engineers.
Enrollment currently open for next quarter’s cohort. Enterprise custom training packages also available.
Whether you need an expert to perform the migration or want to learn how to do it yourself, start with the path that fits your team.