Solution Workshop

Your relationships.
Your data.

Moving to Salesforce

Export each record type as CSV for mapping, and JSON for a lossless copy of every field. These downloads do not connect to Salesforce or create anything there.

  1. Create a unique External ID field named SOLWS_External_ID__c on your Salesforce Account, Contact and Opportunity objects.
  2. Import companies as Accounts first, then contacts as Contacts, then opportunities as Opportunities. Match relationships using the exported AccountExternalId and ContactExternalId columns. Preserve the original SOLWS IDs.
  3. Map fields and picklists to your Salesforce configuration. Supply missing required fields before importing. Contacts require a last name; opportunities require a close date and a supported stage. We do not invent these values.
  4. Map OwnerEmail to actual Salesforce User IDs. ContactExternalId needs a separate OpportunityContactRole mapping if you want Salesforce opportunity contact roles. Tasks need Salesforce record IDs resolved for WhoId/WhatId and any owner mapping; they are a separate import step.
  5. Map custom fields, attribution, consent and lifecycle deliberately. Importing a contact is not marketing permission. Keep the JSON exports as your full source archive.

CSV files protect spreadsheet readers by prefixing formula-like values with an apostrophe, including phone numbers beginning with +. Review this escaping during import preparation; JSON preserves exact values. DisplayName is retained when first and last names have not been separately supplied.

CSV and JSON exports include all records of the selected type up to 10,000 records. Larger exports stop with an explicit error. Download complete CRM JSON includes companies, contacts, opportunities, tasks, inquiries, notes and audit activity, up to 10,000 total records. It reads live collections sequentially; pause edits or use an administrator database export when a point-in-time snapshot is required.

Closed Won records a sales decision. It does not create a subscription, collect payment or activate service.

Salesforce Data Loader documentation

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