What Objects are Supported for Salesforce CRM Migrations

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

Ashley Milne avatar
Written by Ashley Milne
Updated over a week ago

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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