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Salesforce Migrations

Salentica to Salesforce Migration

Move households, client relationships, activities, notes and compliance records from Salentica into Salesforce, fully validated.
  • No obligation - response within 1 business day for your Salentica to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Salentica to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Salentica to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Salentica to Salesforce Migration

A Salentica to Salesforce migration moves the households, client relationships, activities, notes and documents your advisers rely on into a CRM that can be shaped around your firm. Evara maps Salentica records onto Salesforce objects, such as the household model in Financial Services Cloud if it suits, then cleanses, deduplicates and reconciles every load. Compliance records and permissions are planned from the outset, backed by our Salesforce services. Audit trails and consent are tracked, so your regulated records stay defensible.

Why choose a Salentica to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Salentica to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Salentica to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Salentica to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your Salentica to Salesforce migration

Inventory the Salentica data, map it to Salesforce objects, cleanse and deduplicate, run a test migration, validate the results with your team, then cut over. Salentica is built around advisory relationships, so households and the links between people need careful handling. We document each step, letting your operations and compliance teams follow what moved, what was archived and what was left behind.

Yes, when they are mapped with care. We agree which records become tasks, events, notes or custom objects, how original dates and authors are preserved and who can see what through Salesforce permissions. Retention rules are settled before loading, so your record-keeping obligations are still met once the move is complete.

No. It is an option, not a requirement. Financial Services Cloud provides a household and relationship model that often suits advisory firms, but some teams do perfectly well with standard Salesforce objects. We look at how you serve clients, report to leadership and manage compliance, then advise on a CRM data architecture that fits your firm and budget.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Salentica? As a Salesforce partner for financial services and fintech, Evara handles your Salentica to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.