Salesforce migration consulting in Madison.

Yes. Custom systems are common in Madison's software-heavy economy. We work from a database export or API, document the tables and their relationships with your developers, and map them to standard Salesforce objects wherever possible. Custom logic embedded in the old system, such as calculated statuses or assignment rules, is rebuilt as flows or formulas and tested against historical records.

Usually for a short period after cutover, in read-only mode, so users can check a detail that was intentionally not migrated. The right length depends on your retention rules and how often people consult history. We help set a retirement date and archive the remaining data in a format your team can still search if needed.

Both. We handle the systematic work: deduplication, standardizing values, fixing formats and matching records across sources. Your staff make the judgment calls that require business knowledge, such as which of two conflicting addresses is correct or whether an old account should be merged or kept. We give them short review lists rather than raw exports to keep that effort manageable.