Salesforce Classic ✓ Salesforce Lightning Migration
Salesforce Classic
Salesforce Lightning

Migrate Salesforce Classic Opportunities to Lightning instantly

Salesforce Classic's static page layouts and slow custom field rendering force teams into painful workarounds. SuprSwitch uses native schema mapping and direct data extraction to move your Opportunities, Accounts, Contacts, and custom objects to Lightning's dynamic Aura components in hours—preserving record relationships and field-level metadata without manual reimport.

100%
Data Fidelity
< 48 hrs
Avg. Turnaround
99.90%
Success Rate
"Will my Salesforce Classic custom fields on Accounts and Contacts actually map to Lightning, or will I have to rebuild them manually?"
SuprSwitch's native schema mapping engine extracts your custom field definitions directly from Salesforce Classic's metadata layer and maps them 1:1 to Salesforce Lightning field types, preserving field types (text, currency, picklist, lookup), required/validation rules, and default values. For picklist fields, we intelligently handle any differences in available values between Classic and Lightning by carrying over your exact picklist options and flagging any deprecated selections for review.
"What happens to my Activity History, Task relationships, and old Salesforce Classic-era Events when I switch to Lightning—will they orphan or lose their connection to parent records?"
Our proprietary transformation layer maintains the relational integrity of all Activity records by preserving the WhoId and WhatId relationships that link Tasks and Events to their parent Account, Contact, Lead, or Opportunity objects. SuprSwitch's in-house engine performs direct data extraction of the Activity History timeline and reconstructs it in Salesforce Lightning's native activity capture, ensuring no orphaned records and complete audit trails.
"I have hundreds of custom Salesforce Classic page layouts, custom buttons, and S-controls—how does Lightning handle migration of these if Lightning uses Lightning Pages instead?"
This is where platform architecture differs: custom buttons and S-controls don't have direct Lightning equivalents, but SuprSwitch's native schema mapping identifies which buttons perform data operations (vs. navigation or UI tricks) and documents migration paths—many can be recreated as Lightning Actions or Flow-driven components, while others may need intentional redesign for the Lightning-first model. We provide a detailed inventory of what requires conversion so you're not caught off-guard.
Why SuprSwitch

Why Teams Choose SuprSwitch Over a Salesforce Classic CSV Export to Lightning

Salesforce's native export from Classic flattens complex object relationships, loses custom field type definitions, and requires manual re-mapping of Accounts, Contacts, and Opportunities in Lightning. SuprSwitch's in-house transformation layer and native schema mapping preserve every relationship and field type, eliminating data integrity risk and the weeks of manual validation work that typically follow a direct export.

🔗

Account–Contact–Opportunity Relationships Intact

Salesforce Classic's CSV export flattens hierarchical relationships—your Account rollups, Contact-to-Account links, and Opportunity-to-Contact associations become plain text references that Lightning doesn't automatically reconnect. SuprSwitch's transformation engine reads Salesforce Classic's relational metadata directly and reconstructs these lookups as proper Salesforce Lightning reference fields. Your entire Accounts hierarchy, Contact reporting structures, and deal associations land as validated foreign keys, not orphaned records.

🎯

Custom Field Types Auto-Map Correctly

When you export Classic, custom Picklist fields, Multi-select Picklists, Currency fields, and Percent fields all collapse into plain text. Lightning expects properly typed fields with correct validation rules and picklist options. SuprSwitch detects every custom field's original type in Classic, preserves Picklist value sets with their sort order, and lands them as native Lightning field types with zero data loss. Formula fields, rollup fields, and lookup fields maintain their definitions too.

📜

Activity Timeline & Engagement History Preserved

Classic's CSV export discards Tasks, Events, and Call logs—your entire engagement history simply vanishes. Lightning depends on complete Activity timelines for forecasting and pipeline visibility. SuprSwitch extracts all Task and Event records with their due dates, completion status, type, and subject, then re-parents them correctly to Accounts, Contacts, and Opportunities in Lightning. Your sales reps see the full history, not a blank slate.

👥

Salesforce User & Queue Ownership Mapped Automatically

Classic CSV exports can't resolve which user 'John Smith' refers to—if you have multiple users with that name across org regions, the export guesses. Lightning's SFDC user federation requires exact ID matching. SuprSwitch's in-house engine matches Classic user records by email domain, employee ID, and org-specific identifiers, ensuring every Account owner, Opportunity owner, and Case owner field points to the correct Lightning user. Queue assignments re-establish automatically too.

Trusted by 200+ sales-led teams who migrated off
Data Coverage

Every Salesforce Object, Accounted For

Salesforce Classic and Salesforce Lightning use the same core data model with identical object structures. SuprSwitch migrates all standard and custom objects including Accounts, Contacts, Opportunities, Leads, Tasks, and Events while preserving your complete org configuration, custom fields, and relationships.

👤 Accounts
All records
Accounts
Salesforce Lightning Accounts
💡 Account records migrate with full field fidelity including custom fields, lookup relationships to parent Accounts, and all standard fields (Name, BillingAddress, ShippingAddress). Custom multi-select picklists and formula fields retain their calculation logic in Lightning.
👥 Contacts
All records
Contacts
Salesforce Lightning Contacts
💡 Contact records preserve AccountId relationships, mailing/other address compound fields (which remain as multi-field structures), and custom fields. Email and phone field types maintain their formatting and remain indexed for deduplication in Lightning.
💼 Opportunities
All records
Opportunities
Salesforce Lightning Opportunities
💡 Opportunity pipeline data migrates with stage history, custom fields, and amount/probability fields retained exactly. AccountId and primary Contact relationships maintain referential integrity; forecast category picklists convert with value mapping.
🎯 Leads
All records
Leads
Salesforce Lightning Leads
💡 Lead records including lead source, status picklists, and conversion history preserve their data type integrity. Custom lead fields and validation rules migrate intact; Lead conversion relationships remain functional post-migration.
Tasks
All records
Tasks
Salesforce Lightning Tasks
💡 Task records maintain WhoId/WhatId relationships (linking to Contacts and Accounts/Opportunities), subject, status, and priority picklists. Recurring task templates and time zone-aware due dates preserve their scheduling precision in Lightning.
📅 Events
All records
Events
Salesforce Lightning Events
💡 Event records including StartDateTime/EndDateTime timestamps, attendee relationships, and recurring event patterns migrate with full integrity. ActivityDateTime field conversions account for time zone differences; recurring series maintain their recurrence rules.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

Built for Salesforce Classic's Object-Relational Architecture

Salesforce Classic's data model combines a proprietary object-relational database with a complex internal ID system (15-character case-insensitive and 18-character case-sensitive IDs), custom field polymorphism, and a deeply nested metadata layer. SuprSwitch's proprietary extraction engine recognizes this architecture natively, directly reading Salesforce's internal object graph and field definitions without relying on standard data export mechanisms—ensuring complete fidelity when transitioning to Lightning's unified metadata framework.

Native Salesforce ID Translation

Bi-Directional ID Mapping

Salesforce Classic stores both 15-character case-insensitive and 18-character case-sensitive record IDs, alongside lookup field references that resolve through the internal object registry. SuprSwitch maps every ID variant and lookup relationship directly at extraction time, maintaining full referential integrity across standard objects, custom objects, and polymorphic fields. Lightning's ID system is fully compatible, but orphaned lookups or stale ID chains become critical failure points—our transformation layer pre-validates every cross-object reference before load.

Custom Field Type Preservation

Schema-Aware Transformation

Classic's custom fields span 30+ types: text, currency, percent, formula, picklist (dependent and global), multi-select picklist, date, datetime, lookup, master-detail, roll-up summary, and geolocation—each with unique serialization and constraint rules. Our native schema mapping engine recognes the field descriptor metadata, preserves field-level validation rules, dependent picklist hierarchies, and formula expressions during extraction. Lightning enforces stricter field constraints; SuprSwitch pre-validates every value against target field types to eliminate runtime conversion failures.

Multi-Tenant Metadata Extraction

Zero CSV Risk

Salesforce Classic's metadata is fragmented across multiple internal tables: CustomObject, CustomField, RecordType, FieldHistory, and sharing rules, each requiring careful orchestration to extract. CSV exports lose field type information, sharing rule context, and audit metadata. SuprSwitch bypasses CSV entirely, reading directly from Classic's internal data dictionary and field definitions layer. This preserves record types, page layouts, field dependencies, and org-specific customizations that CSV tools inevitably corrupt or omit.

Picklist & Dependent Picklist Rebuild

Relationship-Aware Logic

Salesforce Classic picklists store dependency chains and controlling-field mappings in a hierarchical metadata structure; dependent picklists require parent field values to validate child selections. During extraction, SuprSwitch reconstructs the full picklist graph—parent values, child dependencies, and inactive entries—then re-applies that hierarchy during load into Lightning, where dependent picklist validation is equally strict. Any mismatch in dependency order causes validation errors; our transformation layer ensures atomic consistency across all picklist relationships.

100% Data Fidelity Guarantee

We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.

30-Day Post-Migration Support

A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.

SOC 2 Compliant Process

Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.

Migration Architecture

Migration Architecture: Salesforce Classic → Salesforce Lightning

SuprSwitch leverages Salesforce Classic's field-level metadata to construct a complete schema map before data movement. Our process respects the organizational structure of Custom Objects, Standard Objects (Accounts, Contacts, Opportunities, Leads), and related child records, ensuring Lightning-native compatibility from extraction through validation.

1
Schema Audit & Mapping
Analyze Salesforce Classic Accounts, Contacts, Opportunities, Leads, and Custom Objects. Map field types, picklist values, and validation rules to Lightning equivalents. Generate approval document.
Day 1
2
Primary Object Migration
Execute extraction and transformation of Accounts, Contacts, Leads, and Opportunities records. Load into Lightning via staged batch processing with field-level validation.
Day 2
3
Relationships & Historical Data
Migrate Tasks, Events, Notes, and ActivityHistory. Establish Account-Contact relationships, Opportunity line items, and Campaign membership associations.
Day 2–3
4
Delta Sync & Go-Live
Capture net-new and modified records created during migration window. Run record counts, field sampling, and relationship validation. Finalize and cutover to Lightning.
Day 3
🔬

SuprSwitch's proprietary extraction engine connects directly to Salesforce Classic's data layer, reading field metadata and record values in native format. Records are staged in a secure transformation buffer before Lightning ingestion.

Batch processing transformation layer converts Salesforce Classic field types, picklist values, and relationship references into Lightning-native schema. Data loads in parallel transactions to minimize lock contention.

Post-migration validation compares source and destination record counts by object, spot-checks field values across sample populations, and verifies relationship cardinality and referential integrity.

The Human Element

Beyond Automation: In-House RevOps Experts

Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.

We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

What our experts handle manually:

Complex Workflows & Automations

Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.

Restricted Activity History

Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.

Custom Object Architecture

When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.

Choose the Migration Plan That Fits Your Business

Whether you want complete control or expert guidance, we’ve got you covered.

Self-Service

$499

Starting price, up to 50,000 records

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Custom Migration

$Talk to us

Custom quotes for complex migrations.

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Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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Complex Data Filtering

FAQs

Common Questions About Migration

Edge Case Salesforce Classic has custom list views with complex filter criteria—will these carry over to Salesforce Lightning exactly as they were?
Yes, SuprSwitch preserves your list view filter logic through our native schema mapping engine, which translates Classic filter syntax directly into Lightning's equivalent filter definitions. However, there's one important caveat: if you've used deprecated filter operators or custom formula-based filtering that relied on Classic-specific metadata, Lightning may render these slightly differently in the UI, though the underlying query results remain identical. Our proprietary transformation layer validates each filter during migration and flags any that require manual adjustment—typically fewer than 3% of complex views. You'll receive a detailed report showing which views (if any) need tweaking, and most take only seconds to verify in the Lightning interface.
Technical We use Salesforce Classic's Visualforce pages heavily for custom functionality—how does SuprSwitch handle migration to Lightning's Aura and LWC components?
SuprSwitch does not automatically convert Visualforce pages to Lightning components, as this requires code refactoring rather than data migration. However, here's the key detail: Visualforce pages **remain fully functional in Salesforce Lightning** when accessed through classic compatibility mode or embedded in Lightning pages via special container components. SuprSwitch ensures your Visualforce page metadata, custom controllers, and associated records migrate cleanly so they're immediately usable in Lightning without disruption. For a modernization roadmap, SuprSwitch provides a technical assessment identifying which pages would benefit most from conversion to LWC, but the migration itself keeps your business continuity intact while you plan component upgrades on your own timeline.
Timeline What is the typical migration timeline from Salesforce Classic to Salesforce Lightning, and what happens to our data access during the cutover window?
A typical Salesforce Classic to Lightning migration takes 2-4 weeks depending on org complexity, data volume, and customization depth. The process follows this sequence: Week 1 involves schema analysis and transformation planning; Week 2 covers a full sandbox dry-run migration with validation; Week 3 includes user testing and refinement; Week 4 executes the production cutover, which typically requires 4-8 hours of read-only mode for your organization. During cutover, your Salesforce org enters maintenance mode—users cannot create or modify records, but they retain read access to verify data completeness. SuprSwitch handles all background transformation during this window, and we perform automated validation checks to confirm record counts, field values, and relationships match source-to-target before releasing write access. Most customers are back to full productivity within the same business day.
Edge Case Our Salesforce Classic org has millions of records across multiple objects with complex parent-child relationships and attachments—what are SuprSwitch's limits on data volume per object?
SuprSwitch handles orgs with 500M+ total records without artificial limits, though migration performance depends on attachment volume and relationship depth. For attachments specifically, we've tested migrations with 10M+ files up to 10GB aggregate size; the constraint is typically Salesforce's file storage quota rather than SuprSwitch's engine. However, if your org has extremely deep relationship hierarchies (example: Contact → Account → Parent Account → Parent Account's Partner Account), we recommend batching your migration in phases to reduce transformation complexity and improve validation speed. For parent-child relationships within a single object (like Account hierarchies), SuprSwitch's transformation layer processes these sequentially to maintain referential integrity. We provide a pre-migration assessment that scans your org structure and gives you specific throughput expectations—most million-record migrations complete in under 12 hours of active processing time.
Data Integrity How do we verify that all our data migrated correctly from Salesforce Classic to Lightning, and what happens if we discover a discrepancy after cutover?
SuprSwitch provides three layers of data integrity validation: first, automated pre-cutover comparison that checks record counts, field values, and relationship integrity; second, detailed migration logs showing exactly which records succeeded, failed, or required transformation; third, a post-migration audit dashboard that compares source and target by object and field. You'll receive a JSON validation report listing any records with mismatches, which is typically under 0.1% for standard migrations. If you discover a discrepancy after cutover, SuprSwitch maintains a 72-hour rollback window where we can revert to the pre-migration state in your Salesforce org, diagnose the issue, and re-execute the migration—this has never resulted in data loss. For slower post-cutover discovery, we can perform targeted re-migration of specific objects or records without touching the rest of your data. Our SLA guarantees 100% accuracy on standard Salesforce objects and fields, with explicit documentation of any non-standard customizations that required manual handling.

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