Salesforce Migration Services
Migrate with Confidence
Scale with Ease
Our certified Salesforce migration experts help you move from legacy systems, spreadsheets, or other CRMs to Salesforce securely, accurately, and without disruption.
Our Certifications
At Folio3, your migration initiatives are handled by certified Salesforce experts and developers with deep experience in CRM data migration, system transitions, and platform modernization.
Salesforce Migration Services We Offer
Legacy CRM to Salesforce Migration
We help you migrate from platforms like Zoho, HubSpot, MS Dynamics, SugarCRM, and more. Our process ensures your customer data, workflows, and custom fields are accurately mapped and transferred to Salesforce.
We help you with:
- CRM data extraction and field mapping
- Custom objects and workflow migration
- Error handling and data validation
- Post-migration testing and cleanup
Spreadsheet to Salesforce Migration
Still using spreadsheets to manage your customer data? We help you move to Salesforce with clean, structured, and deduplicated data, ready for automation and reporting.
We help you with:
- Cleaning and structuring raw spreadsheet data
- Mapping columns to Salesforce fields
- Removing duplicates and formatting data
- Importing with zero data loss
Salesforce Org to Org Migration
Merging departments or consolidating multiple Salesforce orgs? We specialize in Salesforce-to-Salesforce migrations with full fidelity of data, metadata, and automation logic.
We help you with:
- Org consolidation and data syncing
- Migrating Apex classes, triggers, and workflows
- Profile, permission set, and role migration
- Testing and validation post-migration
Data Migration & Cleanup
We ensure your data is not only moved but also optimized. Our experts clean, enrich, and deduplicate records to ensure you start with a reliable and searchable database in Salesforce.
We help you with:
- Data deduplication and enrichment
- Standardizing inconsistent formats
- Cleaning inactive or outdated records
- Ensuring GDPR/CCPA compliance
Custom Object & Field Mapping
Every business is different. We map your unique fields and structures to Salesforce custom objects so your teams continue working without disruption.
We help you with:
- Custom object strategy and mapping
- Aligning workflows with business logic
- Migrating related lists and lookups
- Ensuring functional equivalence in Salesforce
Post-Migration Support & Optimization
Our job doesn’t stop at migration. We offer ongoing support, performance monitoring, and training to ensure your new Salesforce setup delivers long-term value.
We help you with:
- Troubleshooting post-migration issues
- User training and onboarding
- Report/dashboard optimization
- Change management and best practices
Our Portfolio of Salesforce Solutions
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Migrate smarter. Transition faster. Let us handle your Salesforce migration while you focus on growth.
CRMs & Platforms We Help You Migrate From
At Folio3 CRM, we help businesses connect Salesforce with the tools they rely on every day. Our team builds secure, reliable migration that make your systems work better together. Here are the CRMs and platforms we migrate you to Salesforce from:
- Zoho
- HubSpot
- Microsoft Dynamics
- SugarCRM
- Pipedrive
- NetSuite
What Makes Folio3 a Trusted Salesforce Data Migration Solutions Provider?
Migrating to Salesforce is a critical step in your digital transformation journey and it requires expert planning, precision, and security. At Folio3, we’ve helped startups, enterprises, and global brands move to Salesforce with zero data loss, minimal downtime, and maximum ROI.
Our team of certified Salesforce migration consultants ensures your transition is smooth, compliant, and tailored to your business needs. From cleaning and mapping data to aligning workflows and training users, we take care of everything so you can focus on growth.
Here’s why companies trust Folio3 for Salesforce migration services:
ISO 9001
Certified infrastructure to deliver compliant solutions
ISO 27001
Certified security management systems that ensure data integrity and privacy
You deserve a better CRM. We make Salesforce migration effortless and risk-free!
Global Enterprises Count on Folio3
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Frequently Asked Questions (FAQs)
Salesforce migration is the process of moving data, users, and processes from an existing CRM, spreadsheets, or legacy system into Salesforce. It involves data mapping, cleansing, validation, and testing to ensure accuracy and continuity.
We support migrations from Zoho, HubSpot, Microsoft Dynamics, SugarCRM, Pipedrive, and others. We also handle migrations from spreadsheets, legacy databases, and other Salesforce orgs.
Yes. We follow strict security protocols and use encrypted data transfer methods. Folio3 is ISO 27001 certified, ensuring enterprise-grade data security throughout the migration process.
Timelines vary based on system complexity and data volume. Simple migrations can take 2–4 weeks, while large or multi-org migrations may require 6–12 weeks. We provide a detailed migration roadmap during the planning phase.
Absolutely. We provide ongoing support to fix issues, optimize performance, and train users. We also help fine-tune workflows, dashboards, and reports post-migration.
Yes. We help businesses upgrade from Salesforce Classic to Lightning Experience with full UI redesign, functionality mapping, and user training.
Your decision to hire a Salesforce support services provider will be based on your company’s needs and goals. You can consult with our specialists for a better understanding and get rapid answers to all of your questions.