Salesforce Migration Services

Synebo — a Salesforce data migration partner, is a widely recognized company providing technical services related to Salesforce. With over 9 years of experience, over 1000 projects completed, and 255+ Salesforce certifications in-house, we offer industry-leading Salesforce migration services. Synebo emphasizes a business-oriented approach.

Сertified Salesforce Partner and PDO

Synebo is a Salesforce Crest partner (formerly known as Salesforce Gold partner). This recognition highlights our proficiency as a Salesforce development company for businesses from various domains and reflects our drive to innovate and digitalize the modern CRM landscape.

years of experience

1000+

projects

160+

team members

255+

certifications

Salesforce Migration Service Is for Those Who

<b>Migrate from Another CRM</b> <br> <br>Businesses that want seamless transferring of their processes to Salesforce. The service includes data mapping.

Migrate from Another CRM

Businesses that want seamless transferring of their processes to Salesforce. The service includes data mapping.

<b>Upgrade from Classic to Lightning</b> <br> <br>Companies that need to transition from Salesforce Classic to Salesforce Lightning. Staff retraining included.

Upgrade from Classic to Lightning

Companies that need to transition from Salesforce Classic to Salesforce Lightning. Staff retraining included.

<b>Require Data Migration</b><br> <br>Organizations that need to move data into Salesforce and adapt existing data structures to fit Salesforce's framework.

Require Data Migration

Organizations that need to move data into Salesforce and adapt existing data structures to fit Salesforce's framework.

Salesforce Migration Services We Provide

Synebo, a Salesforce development company, specializes in migrating from any CRM to Salesforce. Feel free to contact us for the following Salesforce migration services:

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Salesforce Classic to Lightning Migration

Leverage our expertise in migration from Classic to Lightning Salesforce. Synebo's service guarantees a smooth transition, optimizing your system with Lightning's advanced functionalities. Experience a seamless upgrade with minimal workflow disruption.

Migration From a Different Salesforce Org

Benefit from our specialized service in migrating from one Salesforce Classic org to another Salesforce Org, which is designed to streamline your CRM system. We focus on a secure, efficient transfer process.

Migration from any CRM to Salesforce

Transition your CRM to Salesforce with our expert Salesforce CRM migration services. We offer Hubspot to Salesforce Migration, Dynamics 365 to Salesforce Migration, Zoho to Salesforce Migration, SugarCRM to Salesforce Migration, and more. Adopt Salesforce's robust features with Synebo support.

Salesforce Org Merge

With Salesforce Org Merge services, Synebo offers to simplify your Salesforce infrastructure. Our team expertly handles the complexity of merging multiple Orgs, ensuring a consolidated, efficient system that supports your business processes.

Client Success Stories

Salesforce development & consulting

I was impressed by their (Synebo) ability to provide the right skills at the right time and the manner in which they handled any change during the project.

Managing Partner, Tailored-ICS BV

Custom Salesforce Development

I had been working with the Synebo team since 2016, and they are an excellent team, always with a 'Can do' attitude. They were excited, communicative, helpful, and quick to respond.

Omer Paz, Head of Business Applications, Similarweb

Service cloud implementation

It was a true pleasure working with Synebo team for 3.5 years. the value this company gave us is priceless. Amazing People! Amazing Company.

Isahar Profis, Salesforce Delivery Manager, Lumos Global

Cloud Consulting & Salesforce Integration

I was quite happy how it (project) was done, it basically exceeded my expectations. I would also like to note the ability of the team (Synebo) to communicate in case of the difficulties or uncertainty.

Sergiy Lemeshko, Salesforce Consultant

They (Synebo) always deliver on the promise, even if it's a complex project. We are very happy with the result - this is why we continue to work with Synebo.

Eran Ben Horin, CFO, Madlan

Salesforce Integration, Managed Package Development

Synebo integrated the client's platform with their end customers' systems. The team is a delight to work with. They are willing to teach and explain things that are new to us in the world of Salesforce.

Roni Moses, Product Manager, Medisafe

Salesforce Products We Work With

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud Core

Sales Cloud Einstein

Inbox

Salesforce Maps

Salesforce
Engagement

Einstein Sales Analytics

Experience Cloud Core

CMS

Self Service

Partner Relationship

Knowledge Base

Digital Engagement

Service Cloud Einstein

Field Service

Contact Center

Journey Builder

Email Studio

Mobile Studio

Marketing Cloud Advertising

Marketing Cloud Personalization (formerly Interaction Studio)

Marketing Cloud Account Engagement (formerly Pardot)

B2B Commerce

Order Management

Automation

Platform Development

Lightning UI/UX Development

Security & Privacy

AppExchange

Integration Services

Metadata Architecture

Finance Cloud

Health Cloud

Salesforce for Nonprofits

CPQ

Our Salesforce Migration Process

Analysis

In the initial phase of the Salesforce migration process, we focus on conducting a thorough analysis to understand the critical data, its structure, and the required customizations. This comprehensive review enables to blueprint an effective migration plan, ensuring the Salesforce data migration addresses all necessary aspects for a seamless transition.

Build or Migrate Data Model

At this stage, we shift the focus to building or migrating the data model into the Salesforce environment. This involves a detailed process of transferring the existing data structure, mapping data fields from the old system to Salesforce, and creating custom objects and fields as needed.

Migrate Automations & Create Salesforce Configuration

In the next stage of the Salesforce migration process, Synebo conducts migration and reconfiguration of existing automated workflows, business rules, and system settings into Salesforce. It ensures that all operational processes are transferred within the new Salesforce environment.

Data Mapping Process

Data mapping is a process where existing data fields in the current system are meticulously matched with corresponding fields in Salesforce. This step for Salesforce migration helps ensure that each piece of data finds its correct place in the new system, facilitating a smooth data migration execution.

Data Migration Execution

Executing the data migration is where all necessary data is safely and accurately imported into the Salesforce org. Synebo carries this step of the Salesforce migration process with precision, leveraging robust migration tools and methodologies to ensure data is transferred securely, maintaining its integrity throughout the process.

Final Validation and Go-Live

The concluding phase of Salesforce migration services is the final validation and go-live phase. This involves conducting thorough checks, reviewing the system comprehensively, and ensuring that the migration plan has been successfully executed. Once validation is complete, the system is handed over for the go-live phase, marking the successful completion of the Salesforce data migration.

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Our Portfolio

How We Streamlined Sales for Cooby with Salesforce Integration

By integrating Сооbу with Salesforce, we helped the Client launch a расkaged tооІ that turns WhatsApp chats into usable data and boosts sales ореrations for Cooby’s clients.

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How Salesforce Lightning Component Gave Kali Analytics Edge

Kali wanted to give clients a clearer view of their data. Check out how Synebo put together a custom Lightning component with live dashboards and easy exports, so users could help themselves without calling support.

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Making EzBob’s Financial Architecture Work Inside Salesforce

Get the detаіls of how we built a Salesforce package for EzВob that mirrors complex finance structures, enables іnstant analуsіs, and suрроrts соmplіаnce. And it doesn’t break data relationships.

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How Salesforce Portal Development Enhanced UX for Tufin

See how we uрdated the branded partner portal with custom logic, a clean user-fосused design, and smart segmentation – and simultaneously preserved the look of the "old" portal, as Tufin wanted.

Read Case Study

Salesforce Community Portal Improvement to Power Growth for a Non-Profit

Learn how Synebo supported a major tourism nonprofit in their Salesforce system enhancement: cleaned up outdated code, added new tools, and іmрroved thеіr portal experience.

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AppsFlyer UX Boost via Creating a Partner Community and Help Center Integration

Find out how AppsFlyer teamed up with Synebo to build a tightly integrated Partner Community based on Salesforce, еnhanсеd with Zendesk-роwered knowlеdgе base іntеgrаtіоn, intelligent tagging, effortless onboarding, and full admin control.

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Bringing PandaDoc to AppExchange with a CPQ Package

Discover how we helрed PandaDoc bring their product to the Salesforce AppExchange – mееtіng tough tech standards, wrарріng іt uр for users, and got through the challenges of the securitу review.

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Blog Articles

Salesforce_Migration_Strategy_for_Regulated_Industries

24 Sep 2025

Salesforce for Industries

Salesforce Data Migration Strategy for Regulated Industries

Katerina Mishei

9 min

Zendesk_to_Salesforce_Migration_Challenges_and_Solutions

22 Sep 2025

Salesforce Consulting

From Zendesk to Salesforce: Data Migration Challenges and How to Solve Them

Yana Chekan

8 min

16 Sep 2025

Salesforce Development

Zendesk to Salesforce Migration: Step-by-Step Guide for a Smooth Transition

Anastasia Sapihora

9 min

Zendesk_to_Salesforce_Migration_Pros_and_Cons

12 Sep 2025

Salesforce Consulting

Pros & Cons of Moving from Zendesk to Salesforce Service Cloud

Sergii Romashov

8 min

10 Sep 2025

Salesforce Development

Salesforce Data Migration Checklist: What to Prepare Before You Start

Anastasia Sapihora

8 min

03 Sep 2025

Salesforce Development

Smart Leader’s Guide on Migration to Salesforce: Essentials

Anatoly Voronov

10 min

What_to_Do_After_Salesforce_Health_Check

28 Aug 2025

Salesforce Consulting

What to Do After a Salesforce Health Check: Next Steps

Sergii Romashov

8 min

26 Aug 2025

Salesforce Consulting

How to Run a Salesforce Health Check

Yana Chekan

8 min

19 Aug 2025

Salesforce Consulting

What Is a Salesforce Health Check and Why Your Org Needs One?

Sergii Romashov

8 min

How_to_Hire_a_Salesforce_Integration_Consultant

15 Aug 2025

Salesforce Consulting

How to Hire a Salesforce Integration Consultant?

Sergii Romashov

10 min

FAQ

1. What is Salesforce data migration?

Salesforce Data Migration is the process of transferring data from other systems into the Salesforce platform. It involves planning, mapping, and moving data, ensuring it fits within Salesforce’s structure and enhances its CRM capabilities. This process is critical for businesses adopting Salesforce to maintain data integrity, improve customer relationship management, and leverage Salesforce’s advanced features.

2. What CRM systems can be migrated to Salesforce?

Any CRM system can be migrated to Salesforce, including popular platforms like:

Microsoft Dynamics
Oracle CRM
SAP CRM
HubSpot
Zoho CRM
Marketo.

The flexibility of Salesforce allows for the integration and migration of data from these systems, enabling businesses to consolidate their CRM activities on Salesforce’s comprehensive platform.

3. What factors are crucial to migrating to Salesforce?

Key factors in a successful Salesforce migration include:

Thorough planning
Understanding the data structure
Clean data preparation
Customization of the Salesforce environment
Ensuring data quality
Mapping accuracy
Seamless transfer of functionalities

4. What steps ensure data security and privacy during migration?

Ensuring data security and privacy involves encrypting data during transfer, implementing access controls, conducting audits, and compliance checks, and selecting reliable migration tools. Additionally, following Salesforce’s best practices and guidelines helps maintain data integrity and confidentiality throughout the migration process.

5. How much time does it take to migrate data to Salesforce?

The time required for Salesforce data migration varies widely depending on the data volume, complexity, system preparedness, and specific requirements. Small to medium migrations can take a few weeks to a couple of months, while larger, more complex migrations may take several months to over a year to complete.

6. What are the common challenges faced during Salesforce data migration?

Data inconsistency, mapping errors, duplicate records, API limitations, and system downtime. Salesforce migration services mitigate risks through data cleansing, validation, and structured migration planning to ensure accuracy and minimal disruption.

7. What are the best practices for planning a successful Salesforce data migration?

Conduct a data audit, define a clear migration strategy, use incremental migration, validate data post-migration, and plan user training. Salesforce CRM migration requires robust testing, backup strategies, and stakeholder involvement for a seamless transition.

8. Which tools are recommended for efficient data migration to Salesforce?

Data Loader, Workbench, MuleSoft, Talend, and Informatica are key tools for data migration in Salesforce. The choice depends on data volume, complexity, and real-time vs batch processing needs. A Salesforce migration company ensures tool selection aligns with business goals.

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