Salesforce Upgrade and Migration Team: Future-Proof Your CRM

Technology moves fast. If you are still using Salesforce Classic, or if you are stuck on an outdated legacy CRM, you are falling behind. Upgrading or migrating your CRM is daunting—the risk of data loss or user rejection is real. That's why you need a specialized Salesforce upgrade and migration team. CodeApto provides the technical expertise and change management skills to ensure a smooth transition.

Classic to Lightning Migration

Salesforce is no longer investing in Classic. All new features are Lightning-only.

The Assessment

We start by running the Lightning Experience Readiness Check. We analyze your Visualforce pages, JavaScript buttons, and hard-coded URLs to identify compatibility issues.

The Remediation

We don't just "switch it on." We rebuild your incompatible customizations using Lightning Web Components (LWC). We redesign your page layouts to take advantage of Lightning's flexibility.

The Rollout

We use a phased approach, rolling out Lightning to a pilot group first. We provide training and "office hours" support to help users adjust to the new interface.

Legacy CRM to Salesforce Migration

Moving from Dynamics 365, HubSpot, Zoho, or a homegrown system? We handle the heavy lifting.

Data Mapping

We map your legacy data fields to Salesforce objects. We handle complex relationships, ensuring that contacts are linked to accounts and emails are linked to opportunities.

Data Cleansing

Migration is the perfect time to clean your data. We de-duplicate records, standardize address formats, and archive old data that you no longer need.

ETL Process

We use industry-standard ETL tools (like Talend or Jitterbit) to extract, transform, and load your data. We run multiple "dry runs" to catch any errors before the final cutover.

Case Study: Migrating from Siebel to Salesforce

A large insurance company was using an on-premise Siebel system that was expensive to maintain.

The Solution: CodeApto migrated 5 million records to Salesforce Financial Services Cloud. We rebuilt their complex claims processing logic using Salesforce Flow.

The Result: The company saved $1M annually in server and maintenance costs. Claims processing time was reduced by 50% due to the modern, web-based interface.

Frequently Asked Questions