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Salesforce Migration Services

Synebo — a Salesforce data migration partner, is a widely recognized company providing technical services related to Salesforce. With over 8 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.
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Сertified Salesforce Partner and PDO

Synebo is proud to be 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.
8+
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>Businesses that need to transition from Salesforce Classic to Salesforce Lightning.
Upgrade from Classic to Lightning

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

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

Salesforce Migration Services We Provide

Synebo Salesforce development company aims to cover every aspect related to the migration from any CRM to Salesforce. Don’t hesitate to reach out to us should you require any of the following Salesforce migration service lines.
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Salesforce Classic to Lightning

Leverage our expertise in migration from Classic to Lightning Salesforce. Synebo's service guarantees a smooth transition, optimizing your system with the advanced functionalities of Lightning. 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
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
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Salesforce Products We Work With

Category
Products
Sales Cloud
Sales Cloud Core, Sales Cloud Einstein, Inbox, Salesforce Maps, Salesforce Engagement, Einstein Sales Analytics
Revenue Cloud
CPQ
Service Cloud
Digital Engagement, Service Cloud Einstein, Field Service, Contact Center
Marketing Cloud
Journey Builder, Email Studio, Mobile Studio, Marketing Cloud Advertising, Marketing Cloud Personalization (formerly Interaction Studio), Marketing Cloud Account, Engagement (formerly Pardot)
Experience Cloud
Experience Cloud Core, CMS, Self Service, Partner Relationship, Knowledge Base
Salesforce Platform
Automation, Platform Development, Lightning UI/UX Development, Security & Privacy, AppExchange, Integration Services, Metadata Architecture
Commerce Cloud
B2B Commerce, Order Management
Industries Clouds
Finance Cloud, Health Cloud, Salesforce for Nonprofits

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 seamlessly transferred, user permissions are accurately set, and customized functionalities are replicated and optimized 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.

Our Portfolio

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Salesforce System Enhancement for a Non-Profit Organization
The primary challenge was in the Salesforce system’s optimization and expansion The solutions were focused on code documentation and implementation of new features. The client achieved streamlined user management and efficiency.
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Salesforce Package for Fintech Provider
Synebo’s client identified the need to integrate financial data into their Salesforce platform. We developed and integrated a Salesforce package that enables the display of integrated data. We achieved increased workability and flexibility of the customer’s product.
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AppsFlyer _1660х1162
Community and Help Center Development for AppsFlyer
AppsFlyer came to Synebo with a request for a Partner Community creation. We conducted research and designed and developed a community. As a result, AppsFlyer got an integration of the existing Zendesk Help Center with a newly built community.
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Kali _1660х1162
Salesforce Lightning Web Component for Kali
The Kali team aimed to give their clients a clear view of their financial health. We built and integrated a Lightning component inside a client’s customer community. Now, Kali’s customers can review and export analytical data easily.
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Tufin _1660х1162
Salesforce Portal Development for Tufin
The Tufin team requested the development of a new internal portal. Using standard and custom-created solutions, the Synebo team created a solution for two types of users: customers and partners. The client got a customized internal experience site with stylized pages.
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PandaDoc _1660х1162
CPQ package on the AppExchange for PandaDoc
Synebo was asked to conduct the creation of a high-quality CPQ AppExchange package. Upon the development and listing of the CPQ package, the PandaDoc team was able to provide a solution for document signing within Salesforce.
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Cooby case cover (1)
Sales Process Simplification for Cooby
Their goal was to simplify the sales process by eliminating the need to switch back and forth between WhatsApp and Salesforce for CRM tasks. We developed an advanced Salesforce integration, which enhanced prospect interaction visibility.
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Blog Articles

Unlocked Package vs. Unmanaged Package: Choosing the Right Fit for Your Salesforce Org
26 Apr 2024
How-to Guides and Tutorials
Unlocked Package vs. Unmanaged Package: Choosing the Right Fit for Your Salesforce Org
Synebo
Synebo
13 min
How to Set up Salesforce Experience Cloud_
24 Apr 2024
How-to Guides and Tutorials
How to Set up Salesforce Experience Cloud?
Yana Pushkar
Yana Pushkar
17 min
How to run a Salesforce Health Check
18 Apr 2024
How-to Guides and Tutorials
How to Run a Salesforce Health Check
Yana Pushkar
Yana Pushkar
16 min
A comparative analysis of managed vs unmanaged package Salesforce
15 Apr 2024
Salesforce development
A Comparative Analysis of Managed vs. Unmanaged Package Salesforce
Synebo
Synebo
13 min
How much does it cost to hire a salesforce consultant
08 Apr 2024
Salesforce development
How Much Does it Cost To Hire a Salesforce Consultant?
Andrii Kliuchka
Andrii Kliuchka
12 min
What Is the Difference Between Marketo Engage and Salesforce Marketing Cloud?
01 Apr 2024
Salesforce development
What Is the Difference Between Marketo Engage and Salesforce Marketing Cloud?
Synebo
Synebo
8 min
Salesforce B2B commerce cloud
29 Mar 2024
Salesforce development
Salesforce B2B Commerce Cloud: Benefits, Features and Implementation
Synebo
Synebo
8 min
Salesforce Sales Cloud vs Salesforce Service Cloud_ What’s The Difference
25 Mar 2024
Salesforce development
Salesforce Sales Cloud vs Salesforce Service Cloud: What’s The Difference?
Synebo
Synebo
10 min
Best ways to use chatgpt in Salesforce
20 Mar 2024
Salesforce development
Best Ways to Use ChatGPT in Salesforce
Synebo
Synebo
8 min
Why saas compnies need salesforce
19 Mar 2024
Salesforce development
Why SaaS Companies Need Salesforce
Andrii Kliuchka
Andrii Kliuchka
11 min
Read more

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
  • User training. 
  • 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.

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