Migration Guide

Switch from Salesforce to Laureo

Import your accounts, contacts, opportunities, and custom fields in an afternoon. No consultants required.

Why teams switch from Salesforce

Salesforce pain point

Expensive per-user licensing

Laureo advantage

Laureo costs a fraction of Salesforce per seat and includes email, automation, and reporting in every plan. No add-on SKUs.

Salesforce pain point

Requires a dedicated admin

Laureo advantage

Laureo is self-serve. Settings, custom fields, pipelines, and roles are all configurable through an intuitive UI without a consultant.

Salesforce pain point

Months of implementation

Laureo advantage

Import your data, configure your pipelines, and go live in a single afternoon. No multi-month implementation projects.

Salesforce pain point

Cluttered UI with years of feature bloat

Laureo advantage

Clean, modern interface designed for speed. Every screen loads in under a second and shows only what your team needs.

Migration steps

Export your data from Salesforce

Use Salesforce Data Loader or the built-in Data Export service (Setup > Data Export) to download Accounts, Contacts, Opportunities, and Activities as CSV files. For custom objects, export each object separately.

Prepare your CSV files

Salesforce exports include internal IDs and formula fields. Remove formula columns, map Salesforce "Account" to Laureo "Company," and rename "Opportunity" to "Deal" if needed. Ensure email addresses are clean and deduplicated.

Create your Laureo account

Sign up at app.laureo.io. Configure your organization, invite team members, and set up roles. If you used Salesforce profiles, map them to Laureo roles (Sales Manager, Sales Rep, Marketing, etc.).

Import contacts and companies

Go to Settings > Import in Laureo. Upload your Contacts CSV first, then Companies (Accounts). The import wizard auto-maps common field names and flags potential duplicates using similarity scoring.

Import opportunities and configure pipelines

Create pipeline stages in Laureo that mirror your Salesforce opportunity stages. Then import your Opportunities CSV and map the Stage Name column to the corresponding Laureo stage. Deal values and close dates carry over.

Connect your email and calendar

Link Gmail or Outlook in Settings > Integrations. Laureo syncs inbox, sent mail, and calendar events. Emails are auto-matched to contacts by address, replacing Salesforce Email-to-Case and Activity logging.

Verify and go live

Compare record counts between Salesforce and Laureo. Spot-check five to ten records across contacts, companies, and deals. Run a test workflow, send a test email, and then cut over your team.

What migrates

Data typeSupported
Contacts
Accounts (Companies)
Opportunities (Deals)
Pipeline stages
Activities (tasks, events, calls)
Email history
Custom fields
Tags / Labels
Quotes
Reports & Dashboards
Apex triggers / custom code
Flows / Process Builder

Salesforce migration FAQ

Most teams with under 50,000 records complete the migration in two to four hours. Larger datasets may take a full day including data cleaning and validation.
No. All standard object data (contacts, accounts, opportunities, activities, custom fields) transfers via CSV. We recommend keeping your Salesforce org active for 30 days as a safety net.
Laureo supports custom fields on all standard record types. Data from Salesforce custom objects can be imported as custom fields on contacts, companies, or deals. Complex multi-object relationships may need to be flattened.
Salesforce report definitions cannot be imported directly, but Laureo has a built-in analytics dashboard with pipeline charts, activity summaries, and revenue forecasts. Recreating your top reports typically takes under an hour.
Yes. Business plan customers receive a dedicated onboarding session where we help map your Salesforce data model to Laureo and walk through the full import. All plans have access to email support and the help center.

Related Resources

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