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What Objects are Supported for Salesforce CRM Migrations

Learn what record types can and cannot be migrated for Salesforce CRM migrations

Written by Anfisa Kupriyanova

Object Name

Export

Import

Important Information

Accounts

✅

✅

Person accounts are supported.

  • exported as account + contact

  • imported as account (no contact) due to Salesforce creating contacts automatically

Contacts

✅

✅

Leads

✅

✅

Converted Leads are not supported. The record it was converted to (account, contact or opportunity) is imported instead.

Opportunities

✅

✅

Products

✅

✅

Opportunity Line Items

✅

✅

Cases

✅

✅

Campaigns

✅

✅

Quotes

✅

✅

Quote Line Items

✅

✅

Email Messages

✅

✅

Notes

✅

✅

Content Notes are supported.

Tasks

✅

✅

Files

✅

✅

ContentDocuments are supported.

Documents

✅

✅

Events

✅

✅

Pricebooks

✅

✅

Pricebook entries

✅

✅

Partners

✅

✅

Folders

✅

✅

Ideas

✅

✅

Idea Comments

✅

✅

Assets

✅

✅

Votes

✅

✅

Solutions

✅

✅

Custom Objects

✅

✅

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