Salesforce migration consulting in New Haven.

Yes. Spreadsheets are common starting points, and they are often cleaner than people expect. We standardize column meanings, split combined fields such as full names and addresses, match duplicates across tabs, and map each sheet to the right Salesforce object. Your team reviews a sample load in a sandbox before the final migration, so surprises appear early.

Often, depending on how they are stored. Emails logged against records in the old CRM can usually be migrated as activities, and attachments as files linked to the right account or contact. Messages sitting only in personal inboxes need a different approach, such as Einstein Activity Capture or selective import. We estimate the volume first and decide together what is worth carrying across.

We agree a common standard before loading: naming conventions, required fields, picklist values and ownership. Each department's data is mapped to that standard, with exceptions documented. Where departments genuinely need different processes, record types keep them separate on the shared model. Department leads sign off on their sample loads, which builds confidence before the final cutover.