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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.
9+
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
Migration Services Cost
Migration Services Cost

Discover the entry price for Classic to Lightning migration.

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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 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.
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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

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12 Sep 2024
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Salesforce Channel Order App: How, When, and Why to Use It ‌
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Salesforce License Types: Understanding and Choosing the Right One
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What Is a Salesforce Low-Code Platform in 2024?
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Low Code vs No Code: Choosing the Best Salesforce Development Approach
07 Aug 2024
Salesforce development
Low Code vs No Code: Choosing the Best Salesforce Development Approach
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22 Jul 2024
Product Reviews
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18 Jul 2024
How-to Guides and Tutorials
Top Salesforce Adoption Strategies for Business Efficiency
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How to Build Custom Salesforce Apps Without Coding_ A Step-by-Step Guide
11 Jul 2024
How-to Guides and Tutorials
How to Build Custom Salesforce Apps Without Coding: A Step-by-Step Guide
Yana Chekan
Yana Chekan
16 min
Salesforce Data Management Best Practices: What it Is and Why it Matters
24 Jun 2024
Salesforce development
Salesforce Data Management Best Practices: What You Need to Know
Yana Chekan
Yana Chekan
13 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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We delve into your business needs and our expert team drafts the optimal solution for your project
You receive a proposal with estimated effort,project timeline and recommended team structure
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