Salesforce migration consulting in Allentown.

Custom entities and relationships are usually the hard part, not standard accounts and contacts. Dynamics orgs often contain years of customization that does not map one to one, so each custom entity needs a decision: map it to a standard Salesforce object, recreate it as a custom object, or leave it behind. Workflows and plugins must be rebuilt as Flows. We make those calls with your process owners before any data moves.

In one sense, since there is no system logic to untangle. In another, spreadsheets tend to hold more inconsistency: different column meanings across files, merged cells and free-text fields holding several values. We consolidate the files, agree a clean template, deduplicate and standardize, then load in stages so users can spot problems in their own accounts before the final import.

Yes. Preparation, mapping and test loads all happen while the legacy system stays live. Only the final cutover requires a short pause in data entry, and we time it through rehearsal so the pause is predictable. After cutover, the old system can remain available in read-only mode for reference while users settle into Salesforce and learn where familiar information now lives.