Salesforce to Adaptive AI (Migration Guide)

This article outlines the steps necessary to migrate data, operations, and workflows from Salesforce to Adaptive AI. The objective is to ensure a seamless transition while leveraging Adaptive AI’s comprehensive features to streamline business processes, enhance customer engagement, and optimize marketing efforts.

Preparation for Migration

Step 1: Review Current Salesforce Setup

• Catalog all essential elements such as leads, contacts, accounts, opportunities, and automation workflows currently in use within Salesforce.
• Evaluate the size and complexity of the data to be migrated, including the number of records, custom fields, and automation rules.

Step 2: Define Migration Objectives

• Identify critical components for migration, focusing on CRM data, key opportunities, and essential automation workflows.

Step 3: Prepare Backup

• Export all relevant data (contacts, accounts, leads, opportunities, etc.) from Salesforce as CSV or Excel files.
• Securely store all exported files and related documentation to ensure data safety before starting the migration process.

Export & Migrate Data

Step 1: Export Data from Salesforce

• Go to the Contacts tab in Salesforce and use the export function to download all contacts as CSV or Excel files, ensuring to include all necessary fields such as names, emails, phone numbers, and custom fields.
• Navigate to Accounts and Opportunities tabs, exporting all records including associated details like deal stages, values, and key contacts.
• Use the Leads tab to export all active and closed leads, ensuring proper mapping of lead fields and statuses.

Step 2: Import Data into Adaptive AI

• In Adaptive AI, go to and upload the CSV files exported from Salesforce. Map fields correctly to ensure accurate data import.
• Recreate your Salesforce account structure in Adaptive AI by importing accounts and linking them with the corresponding contacts and opportunities.
• Import lead data into Adaptive AI, ensuring to maintain the integrity of lead statuses and related data during the migration process.

Rebuild Opportunities, Websites, and Automations

Step 1: Recreate Opportunities in Adaptive AI

• In Adaptive AI, create sales pipelines that reflect the stages used in Salesforce, ensuring all stages are accurately represented.
• Assign opportunities to the appropriate stages within the new Adaptive AI pipelines, maintaining continuity in sales tracking.

Step 2: Recreate Landing Pages in Adaptive AI

• Rebuild Salesforce websites in Adaptive AI by navigating to. Recreate the landing pages and any funnel steps.
• Ensure to create products in Adaptive AI by navigating to. Recreate the products under.

Step 3: Recreate Automations in Adaptive AI

• Rebuild Salesforce automation workflows in Adaptive AI by navigating to. Recreate triggers and corresponding actions.
• Ensure email and SMS automation are correctly set up in Adaptive AI, utilizing its integrated communication tools to maintain engagement with leads and clients.

Document, Contract, and Form Management

Step 1: Transfer Document Templates

• Download any existing document or contract templates from Salesforce’s document management system.
• Recreate these templates in Adaptive AI by navigating to Documents and using the editor to set up contracts, proposals, and quotes.

Step 2: Set Up E-signature and Document Tracking

• Configure Adaptive AI’s document features to include e-signature capabilities for contracts and agreements.
• Set up tracking features to monitor when documents are opened, viewed, or signed, similar to document tracking in Salesforce.

Step 3: Set Up Forms

• Set up forms on Adaptive AI by navigating to. Use the templates or create a form from blank.

Testing and Validation

Step 1: Test Opportunities

• Simulate sales processes in Adaptive AI by moving opportunities through the pipeline stages to ensure proper functionality.
• Cross-check imported data to confirm that contacts, accounts, leads, and opportunities are accurately represented.

Step 2: Validate Automation Workflows

• Test each automation workflow in Adaptive AI to ensure triggers and actions function as intended.
• Ensure that emails, SMS, and other communication actions execute correctly within the workflows.

Team Training and Transition

Step 1: Train Team Members

• Conduct training sessions to familiarize team members with Adaptive AI’s interface and features.
• Distribute user guides and SOPs tailored to Adaptive AI’s functionalities to support team members during the transition.

Step 2: Monitor and Optimize

• Regularly review the performance of sales pipelines and automations post-migration.
• Adjust workflows as needed based on team feedback and operational requirements.

Decommissioning Salesforce

Step 1: Transition Period

• Consider running Salesforce and Adaptive AI in parallel for a short period to ensure a smooth transition.
• Gradually reduce reliance on Salesforce as confidence in Adaptive AI grows.

Step 2: Cancel Salesforce Subscription

• Ensure all necessary data is backed up before canceling the Salesforce subscription.
• Follow Salesforce’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

• Assess the success of the migration, documenting any challenges and resolutions.
• Continue to monitor Adaptive AI’s performance, making necessary adjustments to optimize business processes.