Salesforce (Multi-Org) ✓ Salesforce Migration
Salesforce (Multi-Org)
Salesforce

Consolidate Multi-Org Salesforce into unified Salesforce today

Managing Opportunities, Accounts, and Contacts across fragmented orgs creates data silos, duplicate records, and reporting nightmares. SuprSwitch extracts every object from your source orgs through our proprietary transformation layer, mapping custom fields and preserving record relationships with 100% fidelity—consolidating months of manual work into hours.

100%
Data Fidelity
24 hrs
Avg. Migration
Millions
Records Linked
"Will my Salesforce multi-org Account hierarchies and cross-org Account relationships survive the migration to a single Salesforce org?"
SuprSwitch's proprietary transformation layer maps your multi-org Account hierarchies directly into Salesforce's native Parent Account field structure through intelligent schema consolidation. Our in-house engine flattens cross-org relationships into a single canonical Account record, preserving all lookup relationships while automatically resolving org identifiers into unified Account IDs. Any org-specific Account associations are preserved as custom relationship fields during transformation.
"Can SuprSwitch migrate my custom Opportunity Stage picklists and multi-org pipeline stages without losing my sales process configuration?"
SuprSwitch performs direct data extraction of your Opportunity Stage picklist values and process metadata, then maps them to your destination Salesforce org's RecordType and Stage configurations via native schema mapping. Our engine intelligently consolidates overlapping stages across orgs and creates a unified pipeline while preserving your Stage history records—this ensures your sales team's historical win/loss patterns and cycle time data remain intact.
"How does SuprSwitch handle Activity history across my multiple Salesforce orgs when they need to sync to a single org?"
SuprSwitch's proprietary engine performs direct extraction of Task and Event records from each source org, preserving timestamp metadata, custom Activity fields, and all WhoId/WhatId associations. Our transformation layer consolidates Activities into a single Activity timeline per Account or Contact record, automatically deduplicating and sequencing by date to maintain an accurate, unified activity feed—no data loss, no gaps in your customer interaction history.
Why SuprSwitch

Why Sales Teams Choose SuprSwitch Over Native Salesforce Multi-Org Export

Salesforce's native CSV export and standard data loader flatten cross-org relationships, lose custom field types and metadata, and create orphaned records when migrating between orgs. SuprSwitch's in-house transformation layer preserves referential integrity across Accounts, Opportunities, and custom objects while maintaining your native schema structure. Our structured data extraction engine maps complex Salesforce field types—picklists, rollup summaries, formulas—directly to their native equivalents, eliminating post-migration data cleanup.

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Cross-Org Account-Opportunity Links Preserved

Salesforce's standard CSV export breaks the lookup relationship between Accounts and Opportunities when migrating between orgs, forcing manual re-linking or data loss. SuprSwitch's native schema mapping automatically detects and rebuilds Account record references within each Opportunity using Salesforce's actual foreign-key structure. The transformation layer re-creates lookup integrity at the API level, ensuring every Opportunity lands with its correct parent Account in the target org—no orphaned records, no post-migration reconciliation.

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Custom Field Types Land as Real Salesforce Fields

Multi-org exports treat all custom fields as plain text, losing critical type information like Currency, Percent, Picklist, Date, and Checkbox definitions. SuprSwitch analyzes your source org's field metadata and directly maps each custom field to its native Salesforce type in the destination org. Picklists remain constrained to their defined values, Currency fields maintain precision and decimal places, and Formula fields are intelligently re-evaluated post-migration—your data arrives structured, not as a flat CSV dump.

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Owner & User Assignments Match Target Org Setup

Standard Salesforce exports reference User IDs from the source org, which don't exist in the target org, leaving records unassigned or causing load failures. SuprSwitch's in-house engine performs automatic user mapping by matching source org users to target org users via email address or custom identifier rules you define. Owners, team members, and role-based sharing rules all transfer correctly, preserving your org's permission model and sales hierarchy without manual record re-assignment.

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Activity & Task History Migrates With Full Audit Trail

CSV exports and Data Loader omit or truncate Tasks, Events, and ActivityHistory records, losing your complete engagement timeline. SuprSwitch directly extracts ActivityHistory and Task objects with all timestamps, descriptions, and associated Opportunity/Account links intact. Your sales reps see the full conversation history immediately after migration, enabling seamless continuity and preventing duplicate outreach or lost context on deals in progress.

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

Every Salesforce Object, Accounted For

Salesforce Multi-Org environments contain Accounts, Contacts, Opportunities, Leads, Tasks, and Custom Objects as their core data structures. SuprSwitch migrates all standard and custom objects across organizations while maintaining data integrity, relationships, and field-level mappings throughout the transfer.

👥 Accounts
All records
Accounts
Salesforce Accounts
💡 Account hierarchies, parent-child relationships, and custom account fields transfer directly with record type preservation; multi-org account deduplication logic removes duplicates based on matching criteria (Name, BillingStreet) before consolidation into target org.
👤 Contacts
All records
Contacts
Salesforce Contacts
💡 Contact-to-Account relationships are remapped to consolidated target accounts; email and phone dedupe prevents duplicate contact creation, and custom contact fields including multi-select picklists and field history are preserved.
🎯 Opportunities
All records
Opportunities
Salesforce Opportunities
💡 Opportunity-to-Account associations follow account mapping logic; opportunity lineage, stage history, and forecast category preserve sales pipeline integrity; multi-currency amounts convert using source org exchange rates and target org currency configuration.
📋 Leads
All records
Leads
Salesforce Leads
💡 Lead status and lead source picklist values map across orgs with custom values preserved; lead conversion history (ConvertedAccountId, ConvertedContactId) updates to reflect target org record IDs; scoring and rating fields transfer as custom fields.
Tasks
All records
Tasks
Salesforce Tasks
💡 Task-to-Account, Contact, and Opportunity relationships are remapped during migration; activity timeline, task priority, and status remain consistent; task assignment follows target org user mapping with graceful fallback for unmapped users.
🔧 Custom Objects
All records
Custom Objects
Salesforce Custom Objects
💡 Custom object schema (fields, validation rules, lookup/master-detail relationships) migrates to target org; junction objects and polymorphic lookup relationships are reconstructed; custom object data and metadata sync with auto-handling of field permission differences between orgs.
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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's Multi-Tenant Object Architecture

Salesforce's multi-org environment stores data across isolated tenant databases, each with its own object model, field definitions, and picklist values. SuprSwitch's proprietary extraction engine directly reads Salesforce's internal metadata layer and data tables, bypassing the need for CSV exports or secondary data warehouses. Our transformation layer preserves the native field type system—Text, Number, Currency, Percent, Checkbox, Picklist, Lookup, Master-Detail, and Junction Object relationships—and intelligently maps them across orgs during migration.

Native Metadata & Field Type Extraction

Schema-Aware Mapping

Salesforce's metadata API exposes field definitions, custom object structures, and type information, but true data extraction requires reading the underlying relational representation. SuprSwitch's direct data pipeline accesses Salesforce's persistent storage layer to extract all field types—including Formula, Rollup, Auto-Number, and DateTime fields—without materializing intermediate CSV files. We preserve field precision, locale-aware formatting, and field-level dependencies so that Formulas recalculate correctly post-migration and Rollup fields maintain their relationship integrity.

Cross-Org Record ID Translation & Lookup Integrity

Referential Integrity

In Salesforce multi-org migrations, the most critical challenge is remapping 15-character and 18-character record IDs across orgs. Lookups, Master-Detail relationships, and Junction Objects all depend on these IDs; a naive CSV import breaks all associations. SuprSwitch's transformation layer maintains a bidirectional ID mapping table during extraction, translating source IDs to target IDs before insertion. We rebuild Lookup fields, Master-Detail relationships, and many-to-many Junction Object records with zero orphaned references—ensuring referential integrity across all objects.

Multi-Picklist & Choice List Preservation

Data Type Fidelity

Salesforce's Picklist and Multi-Picklist fields store semicolon-delimited values with strict value set enforcement. Standard Picklists differ from Custom Picklists, and global picklists introduce dependency trees that most migrations ignore. SuprSwitch maps picklist definitions at the metadata level before data migration, ensuring that target picklist value sets match source definitions. Multi-Picklist fields—which store multiple values per record—are correctly parsed and reconstructed without losing delimiter context or corrupting multi-value selections.

Parallel Org Data Extraction & Cutover Sync

Live-Safe Migration

Multi-org migrations often run parallel extractions from multiple source orgs while keeping target org(s) live. SuprSwitch orchestrates incremental delta synchronization by capturing record change timestamps and transaction logs. Our native transformation layer queues changes during the extraction window, then performs a final cutover sync that applies only new/modified records without re-processing all historical data. This enables zero-downtime migrations where source and target remain operational until final switchover is confirmed.

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 (Multi-Org) → Salesforce

Multi-org migrations require careful schema harmonization across isolated Salesforce instances. SuprSwitch's architecture consolidates disparate org structures into a unified data model, preserving custom fields, picklists, and org-specific configurations while eliminating duplicate records across source orgs.

1
Schema Audit & Mapping
Analyze Account, Contact, Opportunity, Lead, and custom object structures across all source orgs. Map custom fields, picklists, record types, and validation rules to target org standards.
Day 1–2
2
Core Objects Migration
Migrate Accounts, Contacts, Opportunities, and Leads with full field data, ownership assignments, and picklist translations. Handle org-specific field values and record type assignments.
Day 2–3
3
Relationships & History
Establish Contact-to-Account relationships, Opportunity line items, and campaign associations. Migrate Activity history, Task records, and Notes with timestamp preservation.
Day 3–4
4
Delta Sync & Go-Live
Capture and migrate any changes made to source orgs during migration window. Validate record counts, field integrity, and relationship completeness before final cutover.
Day 4
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SuprSwitch's proprietary extraction engine reads directly from all source orgs' data layer, simultaneously deduplicating records and capturing custom field metadata without intermediate staging tables.

Batch processing transformation layer applies field mapping, picklist translation, and owner reconciliation rules in parallel, loading consolidated data into target org via native schema mapping with automatic overflow handling.

Post-migration validation performs record count parity checks across all object types, field-level data sampling, relationship integrity verification, and automated rollback triggering on threshold breaches.

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 How does SuprSwitch handle cross-org data consolidation when migrating from a Salesforce Multi-Org setup where we have separate orgs for different business units that need to share Accounts and Contacts?
In a Multi-Org environment, each org operates with isolated data silos, and Salesforce natively doesn't provide true cross-org data consolidation within a single destination org. SuprSwitch's proprietary consolidation engine maps and merges duplicate Accounts and Contacts across all source orgs during the migration process, using configurable matching rules based on email, phone, and company name. We create a unified record in the destination org while maintaining a mapping audit trail so you can trace which original records were merged. Since the destination Salesforce org can't natively replicate Multi-Org separation post-migration, we recommend using Divisions or custom multi-select picklists to preserve the original org hierarchy for reporting purposes—we'll configure this automatically based on your source org structure.
Data Integrity When migrating custom Salesforce objects with Roll-Up Summary fields from our Multi-Org setup, what happens to the summary calculations during and after the migration?
Roll-Up Summary fields are formula-based aggregations that depend on parent-child relationships to recalculate. During the migration, our transformation layer preserves the parent-child lookups and the Roll-Up Summary field definitions, but the calculations don't trigger until Salesforce's native recalculation engine processes the data—this typically happens within 24 hours after the final data load completes. We recommend scheduling migration completion during a low-activity window and validating Roll-Up Summary totals the following business day. If you need immediate recalculation, Salesforce can manually trigger this via a support case, but we'll provide you with a validation report showing expected vs. actual values to confirm the calculations are correct.
Timeline Our Multi-Org Salesforce setup has 2TB of file attachments stored in Notes and Attachments across 5 orgs—what's the realistic timeline for migrating this volume, and will we experience any downtime during the process?
Attachment migration is our highest-latency operation—2TB across 5 orgs typically takes 4-6 weeks when accounting for extraction, deduplication, and incremental loading. We use a phased approach: weeks 1-2 involve extracting metadata and smaller attachments (under 100MB) from all orgs, weeks 3-4 handle large file transfers in parallel across org batches to avoid destination org API throttling, and weeks 5-6 cover reconciliation and re-attachment validation. Your production orgs remain fully operational throughout—we work against a staging copy of your data first, and only sync delta changes (new/modified attachments) during the final cutover window, which is typically 2-4 hours per org. We'll establish a clear go/no-go checkpoint after week 2 so you can decide whether to proceed or optimize file volumes before the full migration.
Edge Case We have duplicate Account records within and across our Multi-Org setup due to inconsistent data entry over the years. How does SuprSwitch identify and handle these duplicates during migration?
SuprSwitch's deduplication engine uses a multi-pass matching algorithm that detects duplicates within each source org and across all source orgs simultaneously using weighted scoring on Account name, billing address, phone, website, and custom identifier fields you specify. You configure deduplication rules upfront—strict (exact match only) or fuzzy (allows typos and minor variations)—and we generate a pre-migration report showing identified duplicates and our recommended merge strategy. During the actual migration, duplicate Accounts are consolidated into a single record in the destination org, child records (Contacts, Opportunities, Cases) are reassigned to the merged parent, and we maintain a comprehensive duplicate lineage report for audit purposes. If you disagree with a proposed merge, you can mark specific duplicates as 'keep separate' and we'll migrate them as distinct records—there's no one-size-fits-all rule here, and we prioritize your business logic over automation.
Technical How are Salesforce Multi-Org Territory Management hierarchies translated when consolidating into a single destination org, especially when territories overlap or have conflicting rules across orgs?
Territory Management in Multi-Org setups creates complexity because each org maintains independent territory hierarchies, account assignments, and rule sets—the destination Salesforce org can't natively 'import' these as-is without conflicts. SuprSwitch maps each source org's territory hierarchy into a unique prefix structure in the destination org (e.g., 'NA_West_Org1', 'NA_West_Org2') and uses Account custom fields to track original territory ownership by source org. This preserves assignment rules and prevents territory orphaning, but it doesn't automatically deduplicate overlapping territories—you'll need to manually consolidate territories post-migration if desired. We recommend planning your target territory structure before cutover and using our pre-migration assessment to identify overlaps; we can also optionally freeze new territory assignments during the migration window to prevent data loss from concurrent changes in source orgs.

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