Migrate between Salesforce orgs

Salesforce to Salesforce migration.

M&A integration, multi-org consolidation, NPSP → Nonprofit Cloud uplift, sandbox-to-prod. The Salesforce-native tools that failed at scale, replaced by deterministic mappings, identity resolution as a pre-sync gate, and a signed chain.

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Why the Salesforce → Salesforce migration goes wrong

Salesforce-to-Salesforce sounds easy until you actually do one. Salesforce-to-Salesforce native broke at 100 records per transaction for a reason. Six places it quietly breaks:

Cross-org identity resolution. Two orgs from an M&A integration both have a Contact named "John Smith" with the same email. One has him as primary at AccountA, the other as a relationship contact at AccountB. Which survives? The decision has to be deterministic, replayable, and aware of household structure.

Polymorphic lookups + record types. Task.WhatId, Event.WhoId, Note.ParentId — polymorphic lookups break if either side's record types don't align. Record-type ID mapping is the silent killer of org merges.

Managed package data. NPSP, FSC, Health Cloud, Pardot, CPQ — managed-package objects have prefixed namespaces, package-licensed fields, and post-install scripts. The package version on the target org has to match (or be migrated forward coherently) or post-install triggers corrupt the load.

OWD + sharing rules + ownership. Owner mapping across orgs is rarely 1:1. Role hierarchies and sharing rules don't always re-derive. Records can land orphaned (owned by integration user, invisible to the original owner's team) without warning.

Apex triggers + flows. The target org has its own triggers and Flows. A bulk load fires them at scale. Pre-load, suppress them. Post-load, replay them deterministically. The "data is in but the rollups are wrong" complaint traces here most of the time.

Field history + audit trail. Field history isn't natively portable cross-org. Most tools simply drop it. Compliance auditors notice. Pathfinder carries field history forward as a typed custom object the audit chain can verify.

Pre-flight gates tuned to Salesforce-to-Salesforce

Same five gates as every CDM migration, with cross-org-specific rules wired in:

Schema drift detection across orgs. Both source and target schemas are captured into schema_snapshot on every run. A custom field added Friday on the target doesn't quietly break Monday's load.

Transform typechecker. Every cross-org field mapping passes HM-lite type check. Picklist value drift, record-type ID drift, namespace-prefix drift — refused at save.

Deterministic dry-run. Reservoir-sampled real source records run through every transform. The one Contact with a recordTypeId the target doesn't have? You see it before you click run.

Identity scoring. Fellegi-Sunter on cross-org Contact, Account, and Lead resolution. Survivorship rules surface in the UI; AutoMerge / ManualReview / Discard routed by configurable thresholds.

Signed audit chain. Every cross-org record movement chained via SHA-256, sealed every 256 leaves. Replayable for compliance review. Protocol published →

Your migration runs on your hardware. Both orgs' API tokens sit in the macOS Keychain. PII never touches our infrastructure. The vendor — including us — isn't in the chain of custody.

Deliverables

Workspace archive at completion. Your data, packaged. Source-org Bulk API extracts, transform mappings, identity resolution decisions, every dry-run trace, every gate decision.

Signed audit chain. Every cross-org record movement chained via SHA-256, sealed every 256 leaves with Ed25519. Your auditor verifies the chain on her own laptop. Protocol published →

NPSP-aware mapping (where applicable). Households, Relationships, Affiliations, RD2 recurring plans, GAU Allocations — preserved across the move.

Replay manifest. Every migration is replayable. The compliance-review conversation that used to take six weeks runs in forty minutes.

Salesforce to Salesforce migration.

Why the Salesforce → Salesforce migration goes wrong

Pre-flight gates tuned to Salesforce-to-Salesforce

Deliverables

Ready to plan the org-to-org move?