Exit Services

Exit Salesforce.
Keep Your Data.

Leaving Salesforce is hard. The platform is designed to keep you. We've spent 20 years learning every extraction method, every edge case, every gotcha. Your data leaves with you—all of it.

Why Exits Fail

Most Salesforce exits fail because of data. Companies underestimate the complexity.

Attachments & Files

ContentDocument, ContentVersion, Attachment objects scattered across the org. Most tools miss half of them.

History Tracking

Field history, audit trails, activity timelines. Critical for compliance, often overlooked.

Relationships

Lookup fields, junction objects, polymorphic references. Break one link, lose referential integrity.

Metadata

Picklist values, record types, page layouts that define meaning. Data without context is useless.

Integrations

Connected apps, external IDs, sync dependencies. Everything that touches your org needs mapping.

Vendor Conflicts

Your Salesforce consultancy profits from you staying. We have zero vendor partnerships.

What We Offer

Exit Services

Exit Feasibility Assessment

Timeline: 2-3 weeks Deliverable: Detailed report

A clear-eyed assessment of whether exit makes sense and what it will take.

  • Complete org inventory (objects, fields, records, storage)
  • Data complexity analysis
  • Integration dependency map
  • Risk assessment
  • Estimated timeline and effort
  • Go/no-go recommendation

This isn't a sales tool. If exit doesn't make sense, we'll tell you.

Learn More

Strategic Exit Planning

Timeline: 10-12 weeks Deliverable: Executable plan

Obsessive planning so execution goes smoothly.

  • Target schema design
  • Field-by-field mapping documentation
  • Transformation specifications
  • Data validation rules
  • Cutover runbook
  • Rollback procedures
Start Planning

Full Exit Execution

Timeline: 6-18 months Deliverable: Your data, anywhere

We stay until the job is done.

  • Complete data extraction
  • Transformation and loading
  • Parallel validation
  • Cutover coordination
  • Post-migration support
  • Historical archive creation
Discuss Execution
Our Approach

How We Work

1

Discovery

We audit your org, understand your destination, identify risks.

2

Mapping

We design the transformation, field by field, object by object.

3

Extraction

We pull data using optimized tooling (BridgeQL, Bulk API, custom extractors).

4

Transformation

We reshape data for your target system.

5

Validation

We verify record counts, referential integrity, data quality.

6

Cutover

We coordinate the final migration with your team.

7

Verification

We confirm everything landed correctly.

8

Handoff

We transfer knowledge and close out.

Frequently Asked Questions

How long does an exit take?
Simple orgs (< 1M records, few custom objects): 2-4 months. Complex orgs (10M+ records, heavy customization): 12-18 months. We'll give you a realistic estimate after assessment.
What about our Salesforce consultancy?
They have a conflict of interest. Their business depends on you staying. We have no Salesforce partnership, no referral fees, no reason to keep you on the platform.
Can you migrate to [specific CRM]?
We extract and transform. We don't implement destination systems. Your team or another vendor handles the target CRM. This separation keeps us conflict-free.
What if we need to keep some data in Salesforce?
Common scenario. We can do partial exits or org consolidations. Not everything is all-or-nothing.
Do you sign NDAs?
Yes. Standard mutual NDA before any assessment work.
Your Data, Protected

How We Handle Your Data

During every engagement, your data stays on dedicated encrypted hardware. No commingling, no cloud staging, and secure deletion with documented proof when the project ends.

Data Security

Dedicated encrypted drives, NIST 800-88 deletion, and full chain of custody documentation.

Read our security process

Exit Assessment

A 2-3 week feasibility study with complete org inventory, risk analysis, and honest recommendation.

See what's included

Exit Guide

Everything we've learned about leaving Salesforce, from data ownership to common pitfalls.

Read the guide

Ready to Plan Your Exit?

Start with a feasibility assessment. We'll tell you exactly what it takes—and whether it makes sense.

Request Assessment tyler@colbysdatamovers.com