The data. Twenty-plus years of legacy systems, acquired firms, half-documented orgs, and Redtail backups that turn out to be missing the email archive. Most people on a project treat the migration as the thing to survive. I think it’s the fun part, which is either a qualification or a diagnosis.
I’m Elise Pottinger, a Salesforce solution architect and data migration specialist working out of my home office in Louisville, Kentucky. I spend most of my time inside Financial Services Cloud orgs for wealth management firms, and the rest of it teaching other consultants how to do migrations without guessing.
Firms that are acquiring other practices. Firms leaving Redtail or Wealthbox for Salesforce. Firms stuck in a Financial Services Cloud org someone else implemented and nobody finished. Consultancies who need the data part of an FSC project done by someone who has done it before.
I’m one architect, not a bench. If you want forty consultants and a steering committee, I know some good firms and will happily point you there. If you want the person who takes the whole thing apart, understands it, and puts it back together in a way your advisors will actually use, that’s the job I like.
Exhibit A: the kitchenThat’s the kitchen in the house I bought in 2025, mid-backsplash, because the quote was absurd and I wanted to know how it worked. It is also, more or less, how I approach a Salesforce org. I’d rather spend the first week understanding exactly what’s in the source data than spend the last week explaining why the households are wrong.
In practice that means: I look at your actual data before I quote, I stage everything in a sandbox before it touches production, I reconcile record counts to the single digit, and I write things down so your admin isn’t dependent on me afterward. Also, I’ll make it less scary than you expect. Migrations are only terrifying when nobody in the room has done one.
Several years ago, Elise helped us successfully implement Financial Services Cloud. She was a fantastic partner, so it was a no-brainer to reach out to her again to help us create new Salesforce functionality that enables us to onboard additional business units and expand our usage of Salesforce. Her advanced knowledge of Flow automation, data migration, and system best practices are why we continually choose her as a consulting partner and recommend her to others.
We first worked with Elise to help us finish an incomplete data migration. She made the process of organizing and migrating the remaining data easy to understand. As our business continues to grow and evolve, we work with her to help us streamline and automate our Salesforce processes.
Acquisitions, Redtail exits, FSC builds and rescues. Fixed fee, scoped from your real data, delivered by me.
Migration services →The Salesforce Masterclass: the migration method I use on client projects, taught on real data, for consultants and admins.
Explore the course →Or skip the doors: book 20 minutes and tell me what’s going on with your data.
