Which open-source Salesforce alternative fits your org?
SuiteCRM fits organizations that need deep customization and Salesforce-like object modeling, EspoCRM fits teams that want a lighter self-hosted sales CRM with a REST API, and Odoo CRM fits companies that need sales to sit inside a wider ERP suite. The right choice depends less on feature checklists than on what you are trying to escape: a renewal, a licensing change, a data residency requirement or lock-in to custom objects and automation built on the vendor's platform. SuiteCRM is the closest match when your org has heavy custom objects, relationships and workflows, because it is designed around a modular data model that your administrators and developers can extend. EspoCRM is the better fit when the priority is a focused sales tool that your team can run with fewer moving parts, and its REST API makes integrations with other internal systems straightforward to plan.
Teams look for alternatives for reasons that are often licensing-driven. SuiteCRM is published under the AGPLv3 license and maintained by SalesAgility, EspoCRM is licensed under GNU AGPLv3, and Odoo is published under LGPLv3, with a separately licensed Odoo Enterprise edition built on Odoo Community. Before you shortlist any of them, confirm with your legal team what each license requires when you modify the code, host it for internal users only, or offer it to external parties such as partners or customers. Odoo Enterprise is a separate commercial product, so check whether the features your sales team depends on sit in the Community edition or behind the Enterprise license.
Ask each candidate vendor which edition your required features need, and map your Salesforce custom objects to the closest equivalent before comparing prices. A short proof of concept on one sales process, using a sample of your real records, will show more than a feature matrix. Record the license obligations you confirm, the edition each feature requires and the integrations that must keep working, because those three answers will decide the shortlist more often than the interface does.
SuiteCRM, EspoCRM or Odoo CRM: which one to shortlist
Each of these three platforms can host sales records in your own infrastructure, but they differ in data model depth, licensing terms and how much of the surrounding suite you take on. The cards below set out when each one fits a Salesforce replacement and the trade-off you should test before you commit.
SuiteCRM 8 architecture
SuiteCRM 8 pairs an Angular frontend with a Symfony backend, and the SuiteCRM-Core repository lists 8.10.2 as the latest stable version. It is published under AGPLv3 and maintained by SalesAgility. Teams with PHP and Angular skills, and a need for a traditional CRM data model with modules close to Sales Cloud objects, usually shortlist it first. Check whether your custom objects map to SuiteCRM modules or need custom development, and confirm the upgrade path from your current release before planning the build.
EspoCRM for lean sales teams
EspoCRM is licensed under GNU AGPLv3, runs on PHP and supports MySQL 8.0+, MariaDB 10.6+ or PostgreSQL 15+. It provides a REST API, which matters if your Salesforce integrations rely on REST calls you need to rewire. It suits sales organizations that want a smaller footprint and a simpler administration model. Confirm that the entities, relationships and workflow rules you depend on exist in its administration interface, and test your database version against the supported list.
Odoo CRM inside a wider suite
Odoo's CRM app is part of a suite published under LGPLv3 for its Community edition, while Odoo Enterprise is a separately licensed edition built on Community. Odoo fits organizations that want sales tied to invoicing, inventory or projects in one database. The trade-off is scope: you take on more modules to configure and govern. Confirm which features you need sit in Community rather than Enterprise, because the editions page defines the boundary and your licensing cost depends on it.
Licensing and edition boundaries
SuiteCRM and EspoCRM both use AGPLv3, which carries source disclosure obligations when you modify and offer the software over a network. Odoo Community uses LGPLv3, and its Enterprise edition is separately licensed. Have legal counsel review how each license applies to your planned customizations, and confirm which edition contains every feature on your requirements list before you compare total cost.
Export and rebuild effort
Salesforce exports arrive as CSV files in a compressed archive from the Data Export Service, and Data Loader handles bulk moves through a command-line or graphical client. Whichever platform you pick, plan to rebuild custom objects, page layouts, validation rules and automation by hand. Ask your implementation partner for a field-by-field mapping document and a reconciliation report for record counts and relationships before cutover.
How Salesforce Sales Cloud capabilities map to open-source options
This table maps core Sales Cloud capabilities to the best-fit option among SuiteCRM, EspoCRM and Odoo CRM, with coverage notes and points to confirm in the version you select. Treat the mapping as a starting point for a fit assessment, not a guarantee, because module depth and feature names change between releases. Gaps are most likely in advanced approvals, sharing rules and managed packaged extensions.
| Capability | Best-fit open-source option | Coverage notes | Confirmation points |
|---|---|---|---|
| Accounts and contacts | EspoCRM or SuiteCRM | Both cover account, contact and relationship records with customizable fields. Confirm how duplicate detection and merge behave for your data volume. | Confirm duplicate rules, relationship types and how contacts link to multiple accounts. |
| Leads and conversion | EspoCRM or Odoo CRM | Lead capture and conversion into account, contact and opportunity are available, but the conversion flow may need configuration to match your Salesforce process. | Confirm lead assignment rules, web-to-lead forms and what data carries over on conversion. |
| Opportunities and pipeline | Odoo CRM or EspoCRM | Stage-based pipelines and forecasting basics are covered. Multi-currency forecasting and territory roll-ups may need custom development. | Confirm stage definitions, forecast categories and currency handling in the chosen version. |
| Custom objects and fields | SuiteCRM or EspoCRM | Custom fields and entities can be added through admin tools. Complex object relationships and formula-style fields are more limited than Salesforce custom objects. | Map each custom object to a target entity and test relationship cardinality before migration. |
| Page layouts and record types | SuiteCRM or EspoCRM | Layouts can be adjusted per role. Record types are not a one-to-one match, so picklist-driven variations often need to be rebuilt as layout or field logic. | Confirm how layouts vary by user role and whether record-type-specific picklists are supported. |
| Workflow and approval automation | SuiteCRM (workflow module) or Odoo CRM (automation rules) | Basic workflow triggers and field updates are available. Multi-step approval processes usually require custom code or extensions and are a common gap. | List every active Flow and approval process, then confirm which can be rebuilt natively and which need development. |
| Reports and dashboards | EspoCRM or Odoo CRM | Standard reports and dashboards cover most sales views. Complex cross-object reports and bucketed analytics may be less flexible than Salesforce reports. | Export your top 10 most used reports and confirm each can be recreated with the same filters and groupings. |
| Mobile access | Odoo CRM or EspoCRM | Responsive web access is available. Native mobile apps differ by project and edition, so offline use and device support must be verified. | Confirm whether native apps are required, the supported platforms, and whether offline access is needed. |
| API and integrations | EspoCRM (REST API) or SuiteCRM (REST API) | EspoCRM provides a REST API. SuiteCRM 8 uses a Symfony backend, so integration endpoints should be checked against your current connectors. Managed AppExchange packages will not transfer. | Inventory every integration, confirm an endpoint or connector exists for each, and plan replacements for those that do not. |
| User roles and sharing | SuiteCRM or EspoCRM | Role-based access and team-level visibility are available. Salesforce-style criteria-based sharing rules and org-wide defaults often need manual rebuilding and testing. | Document your sharing model and test record visibility for each role before cutover. |
Getting data out with Data Export Service and Data Loader
Start by treating the Salesforce export as the first milestone of the migration, not a backup you hope never to use. Salesforce's Data Export Service produces a set of CSV files packaged in a compressed archive. According to Salesforce Trailhead, it runs weekly for Enterprise, Performance and Unlimited editions and every 29 days for Professional and Developer editions. Check your edition and the export cadence before you plan the cutover window, because a full-org export you need today may be up to a month old if you rely on the Professional or Developer schedule. Confirm with your Salesforce administrator which objects, custom objects and fields the archive includes, and whether the files reflect the state you need for the target system.
Data Loader is a separately installed client application that Salesforce describes as usable through a graphical interface or from the command line, which makes it the better fit for repeatable, scripted extracts. Run it under a dedicated integration user with the minimum object permissions required, and store the mapping and configuration files in version control so each extraction run can be reproduced. Plan a test extract early, compare row counts against the org, and record the Data Loader version and API settings used, since these determine which records and fields come back.
Neither method is a complete picture of the org. Plan to extract attachments, file content and document links separately, because the archive does not replace them. Capture metadata such as object definitions, field types, picklist values, validation rules and page layouts from the configuration side, not from data files. Export lookup and master-detail relationships as record IDs so you can rebuild parent-child links in the new CRM, and keep a crosswalk table that maps each Salesforce ID to its new record. For field history and history-tracked changes, confirm with Salesforce whether you need an additional export, since history is not guaranteed to appear in the standard archive. Ask your team to produce a written inventory of objects and methods before work begins, so each gap has an owner.
How a Salesforce to open-source migration runs, step by step
This sequence moves Salesforce data, customizations and users to a self-hosted CRM in controlled stages, so each stage has a named owner, a sign-off and a clear point where the business can confirm the result before Salesforce is retired.
Inventory objects, fields, automation and integrations
The CRM owner and a Salesforce administrator list every standard and custom object, field, validation rule, flow, approval process, report, dashboard and connected app, along with the systems that read or write to Salesforce. Each item is tagged as keep, rebuild, replace or retire. The business process owner for sales signs off the inventory, and the integration owner signs off the list of connected systems. The step is done when both sign-offs are recorded and every item has a disposition.
Export data with Data Export Service and Data Loader
The Salesforce administrator runs Data Export Service to pull a full set of org data as CSV files in a compressed archive, and uses Data Loader, a separately installed client that works from a graphical interface or the command line, to extract any objects or records the export does not cover in the form you need. Confirm the export cadence for your edition, because Data Export Service runs weekly in Enterprise, Performance and Unlimited editions and every 29 days in Professional and Developer editions. The data owner checks record counts against Salesforce reports and signs off the extract, with the archive stored in an encrypted location you control.
Map objects and external IDs to the target schema
The data architect maps each Salesforce object and field to its equivalent in SuiteCRM, EspoCRM or Odoo CRM, and decides how relationships such as accounts to contacts and opportunities to products will be rebuilt. Each record that must be matched later gets a stable external ID so that re-imports update rows instead of duplicating them. Picklist values, currencies, time zones and owner assignments are mapped to users who exist in the new system. The step closes when the mapping document is approved by the data owner and a sample of records has been traced from source to target by hand.
Build a pilot in the target platform
The platform engineer installs the chosen platform in your own infrastructure, which for EspoCRM means a PHP application on MySQL 8.0+, MariaDB 10.6+ or PostgreSQL 15+, and checks the version requirements against the official repository before deployment. A small team loads the mapped sample data, rebuilds the highest-value custom objects, automation and reports, and tests them with real users. Confirm the current release, such as the latest stable SuiteCRM 8 version listed in its repository, before you pin it. The sales lead and the platform owner sign off the pilot against the test cases written in the mapping step.
Run a parallel period
Salesforce and the new CRM run side by side while a defined group of users records activity in the new system and the team compares pipeline totals, record counts and key reports between them. Discrepancies are logged with a root cause and an owner, and the mapping or load scripts are corrected and rerun. Integrations are tested against the new system in a non-production copy. The parallel period ends when the CRM owner and finance sign off that totals reconcile within the tolerance agreed at the start.
Cut over users and integrations
The platform team performs a final delta load of records changed since the last extract, switches connected systems such as marketing, email and reporting tools to the new API endpoints, and communicates the switch date to all users with access instructions. Salesforce is set to read-only so that no new edits land in the old system after the final load. The integration owner confirms each connected system is writing to the new CRM, and the CRM owner signs off the cutover once no errors remain in the integration logs.
Decommission Salesforce after retention needs are met
Before any Salesforce license is ended, the legal, compliance and records owners confirm which records, attachments and audit trails must be retained and for how long, then store the final export in a controlled archive that you can search and restore. Confirm with Salesforce how the subscription ends and what data access remains after termination. The compliance lead signs off the retention plan, and the CRM owner signs off the decommission record only after the archive has been tested by restoring a sample of records.
Which open-source option fits by situation
When a regulator, customer contract or internal policy requires customer records to stay in a named region or inside your own network, self-hosting is the central reason to move. SuiteCRM is usually the strongest fit here because it is a full-featured application with a mature data model that many teams already run beside their existing systems. Its AGPLv3 license means the code can be deployed in your own cloud account, data center or air-gapped network without a vendor-hosted tenant.
- Hosting location: Confirm that your cloud, data center or air-gapped environment meets the residency rules for backups, logs, search indexes and file attachments, not only the primary database.
- Version currency: Check the current stable release of SuiteCRM 8 against your upgrade policy before designing the environment.
- Access paths: Map which staff, integrations and support vendors can reach the data, and how those paths are logged.
- Email and integrations: Plan residency for mailbox sync and third-party connectors, since these often hold copies of personal data outside the CRM.
- Backup and restore: Define where backups sit and who can restore them.
Confirm with your data protection officer and your hosting provider which systems count as in scope before you choose a platform.
Teams facing per-seat renewals often want to move a predictable set of users onto software whose license cost is zero. EspoCRM is commonly the lightest path for this situation because it runs on PHP with MySQL, MariaDB or PostgreSQL and exposes a REST API, which keeps the infrastructure footprint modest. Its AGPLv3 license removes per-user licensing, but the total cost still includes people and hosting, so the comparison is about components rather than list prices.
- Recurring costs: Hosting, storage, monitoring, backups, and support or retainer fees recur every year.
- One-time costs: Discovery, data mapping, migration scripts, template and workflow rebuilds, and user training are usually one-time.
- Cost drivers: The number of custom objects, the volume of historical records and attachments, and the number of integrations raise both build and run effort.
- Quote requirements: Ask for a fixed-scope statement listing deliverables, environments, exclusions and acceptance criteria.
- Exit costs: Include the cost of running the Salesforce subscription in parallel during cutover.
Confirm your current user counts and the Salesforce add-ons you actually use before comparing totals.
Organizations with many custom objects, record-triggered flows and Apex-style logic need a platform that can express that model without a lot of rework. SuiteCRM fits teams that want a deep, extensible module and workflow model and can invest in developer skills to rebuild logic. Odoo CRM is a strong option when the automation spans quotes, invoices or inventory, because those objects already exist in the same suite.
- Object mapping: List every custom object and field, then decide which map to native modules and which need custom development.
- Automation inventory: Document each flow, validation rule and trigger, including the business owner who depends on it.
- Code-based logic: Confirm which Apex classes or triggers must be rewritten rather than reproduced, and who will maintain them afterward.
- Reports and dashboards: Rebuild the reports executives use and verify the numbers against Salesforce before cutover.
- Testing: Plan regression tests for every automation, since behavior differences are easy to miss.
Confirm with the platform vendor and your developers how each custom object and automation will be rebuilt, and whether the Salesforce metadata will be exported or recreated by hand.
When quotes, orders, invoices and inventory already live in an ERP, a CRM that shares the same database avoids duplicate records and manual syncing. Odoo is the option most directly built for this, since its suite includes a CRM app alongside sales, accounting and inventory apps. Its LGPLv3 license covers the Community code, while the Enterprise edition is separately licensed, so the edition choice affects which features you can use.
- Edition choice: Compare the Community and Enterprise editions on the Odoo editions page against the features your sales process needs.
- Customer master data: Decide which system owns accounts and contacts so that records are not duplicated.
- Pipeline mapping: Map Salesforce opportunities, stages and products to Odoo CRM equivalents, then test with real reporting scenarios.
- Financial controls: Confirm that approval flows and revenue reporting meet your finance team's audit needs.
- Module sprawl: Limit the number of apps to those in use, since each adds configuration and upgrade work.
Confirm the licensing terms for every module you plan to use and whether your ERP already runs on the same Odoo version.
What you give up when leaving Salesforce and the usual workarounds
Leaving Salesforce is less about moving records than about losing platform behavior that the business has come to rely on. The cards below cover the common losses, a practical workaround for each, and what to verify before you commit to a migration scope.
AppExchange packages and integrations
Many Salesforce orgs depend on third-party AppExchange packages for CPQ, document generation, e-signature or telephony. None of these come with the platform, and each open-source CRM has its own plugin or module catalog with different coverage. Inventory every installed package and connected app, then decide per package whether to replace it with a native module, a standalone service or a custom integration. Confirm that each replacement supports your data residency and authentication requirements.
Apex and Flow logic must be rewritten
Apex triggers, classes and Flow automations encode validation rules, approval paths and routing that users may not know exist. They do not port directly to SuiteCRM, EspoCRM or Odoo, which use their own workflow and scripting models. Export the automation inventory first, document the business rule behind each item, and rebuild and test them one process at a time. Treat undocumented logic as a discovery finding, not as a detail to skip.
Native AI and forecasting features
Salesforce-native AI scoring, forecasting and conversational features may not have an equivalent in the open-source candidates. Plan for separate tools, such as a standalone forecasting spreadsheet, a BI layer or a self-hosted model, and decide whether the team will keep using those features at all. Verify each feature you rely on against the target product's current documentation, and confirm how any external model is hosted and where its data flows.
Reporting parity gaps
Salesforce reports and dashboards are often the basis for forecast calls, board packs and quota reviews. Open-source CRMs offer reporting that differs in joins, filters, calculated fields and sharing of dashboards. Before migration, list the 20 or so reports that matter most, rebuild them on the target system with the same record counts, and reconcile totals against the source export. Where a report cannot be rebuilt, plan a warehouse or BI extract instead.
Vendor support model changes
Salesforce offers a single vendor with contractual support tiers and a large partner network. Open-source CRMs shift support to a community, the software maintainer's commercial offering or an implementation partner. Ask each candidate who fixes security defects, what release cadence to expect and what commercial support contracts are available, and write those answers into the operating model. For editions of Odoo, confirm which features are only in the Enterprise license, using the editions page.
Admin skill availability
Salesforce administrators and developers are a deep hiring pool, while teams running SuiteCRM, EspoCRM or Odoo often need PHP, Python or database skills in addition to CRM configuration. Decide who will own the platform after go-live, whether in-house, through a retainer or both. Check that the chosen platform's database and runtime versions are supported by your current hosting standards, and document the upgrade path so the skill gap does not turn into an unpatched system.
What the total cost of ownership includes beyond licenses
This table lists the cost components that sit alongside the software license when moving from Salesforce Sales Cloud to a self-hosted CRM such as SuiteCRM, EspoCRM or Odoo. Read each row for who is paid, whether the cost is one-time or recurring, and what to request in a written quote. The main takeaway is that the license line is often the smallest part of the comparison, so ask every bidder to price the same components.
| Component | Who is paid | One-time or recurring | Cost drivers | What to request in a quote |
|---|---|---|---|---|
| Software license or subscription | Salesforce (current subscription) or no license fee for AGPLv3 or LGPLv3 community code; Odoo Enterprise vendor if chosen | Recurring for Salesforce and Odoo Enterprise; none for community editions | Number of users, edition tier, add-ons, and whether Enterprise features are needed | Written confirmation of which edition is priced and which features are covered |
| Hosting infrastructure | Cloud provider or data center operator | Recurring | Server count, storage, backup volume, region, high availability design | Compute, storage and network line items with sizing assumptions stated |
| Database and PHP or Python runtime operations | Internal platform team or the implementation partner | Recurring | MySQL, MariaDB or PostgreSQL version support, runtime upgrades, tuning, monitoring | Who owns database patching, performance tuning and runtime version currency |
| Implementation and rebuild of custom objects and automation | Implementation partner or internal developers | One-time | Count of custom objects, Apex or Flow logic to recreate, page layouts, approval processes | Object-by-object mapping plan and a fixed-scope deliverable list |
| Data migration and cleansing | Implementation partner, internal data owners | One-time | Volume of records, attachment handling, duplicate rates, field mapping complexity | Extract method, mapping sheet, cleansing rules and reconciliation approach |
| Integration rework | Integration developers or partner | One-time, then recurring maintenance | Number of connected apps, middleware, email sync, API rate limits, Data Loader scripts | Inventory of integrations with replacement approach for each |
| Backup and disaster recovery | Internal operations or managed service provider | Recurring | Backup frequency, retention period, restore testing, off-site copies | Recovery point and recovery time targets agreed in writing, and restore test evidence |
| Security patching and upgrades | Internal security and platform teams, or retainer provider | Recurring | Release cadence of the chosen platform, custom code, dependency updates, vulnerability response | Patch schedule, upgrade responsibilities and testing before production rollout |
| Training and internal skills | Vendor training providers, internal staff time | One-time and recurring as staff change | Administrator skills, user count, turnover, documentation quality | Admin and end-user training plan, documentation handover, and skills required in-house |
Questions buyers ask before replacing Salesforce
How much effort does a Salesforce migration to open source take?
Effort depends mostly on how much of your Salesforce org is custom. A plain Sales Cloud setup with standard accounts, contacts, opportunities and a few reports is the smallest job. Effort grows with custom objects, Apex triggers, Flow automation, managed packages, custom page layouts, approval processes and the number of integrations that write to the org. Each custom object needs a matching data model in SuiteCRM, EspoCRM or Odoo, and each automation needs to be rebuilt or dropped on purpose. Ask any implementation partner for a written inventory of objects, automations, integrations, users and data volumes before agreeing a scope. That inventory is what turns a vague estimate into a quote you can compare.
How long does it take to move off Salesforce?
The timeline is set by the size of the custom build, the number of integrations and how many people must sign off on data mapping and testing, not by the export itself. Exporting data is usually the shortest step. Rebuilding objects, reconnecting integrations, running parallel testing with real users and planning a cutover window take most of the calendar time. Confirm the sequence with your team: discovery and inventory, target data model, migration rehearsals, user acceptance testing, cutover and a period of read-only access to Salesforce. Ask for milestones and dependencies in writing, and check whether any integrations or contracts with Salesforce set a hard end date.
Can our own team do the migration without outside help?
Yes, many teams do it internally, but the decision depends on skills and capacity rather than on the software. A team that already administers Salesforce, owns a database or runs Linux servers can handle a standard Sales Cloud migration with the open-source platform's documentation. Outside help is more useful when the org has heavy customization, when compliance evidence must be produced, or when the same people must keep the business running during cutover. Whichever route you choose, confirm who will own hosting, backups, upgrades and security patching after go-live, because those tasks recur long after the migration ends.
What does the migration need from our internal staff?
Internal staff must supply business knowledge that no export contains. Sales operations should confirm pipeline stages, lead rules, territory logic and reporting needs. Administrators should provide the object model, field definitions and automations, including the ones nobody remembers creating. Security and compliance staff must approve access controls, data residency and retention. Finance or RevOps should check that revenue reports reconcile after migration. Plan named owners for each area and a decision log, because most delays come from unanswered questions about what a field means or who may see it.
Are Data Export Service files enough to migrate from Salesforce?
Data Export Service files are a useful starting point but rarely a complete migration source. According to Salesforce Trailhead, the service exports org data as CSV files in a compressed archive, on a weekly schedule in Enterprise, Performance and Unlimited editions and every 29 days in Professional and Developer editions. Those files do not carry your automations, page layouts, permission model or integration logic, and attachments and file content need separate handling. Data Loader is the more controllable route for scripted, repeatable extracts that run through the command line. Test a full extract, check record counts, relationships and attachments, and reconcile totals before you rely on any single export.
Does AGPL or LGPL licensing affect self-hosting the replacement?
Self-hosting the community editions is generally permitted under their licenses, but the obligations differ and you should confirm them with your legal team. SuiteCRM and EspoCRM are published under the GNU AGPLv3, and the AGPL adds source-availability duties when you modify the software and make it available to users over a network. Odoo is published under LGPLv3, and Odoo Enterprise is a separately licensed edition built on Odoo Community, so check which features you need and whether they sit in the enterprise tier. Ask your counsel to review the exact license texts, any modifications you plan to make, and any proprietary add-ons you intend to combine with the platform.
What happens to Salesforce data retention during and after the move?
Retention is governed by your contract, your internal policy and any regulation that applies to your data, and the replacement does not change those duties. Before cutover, define how long exported copies of records, attachments, logs and backups must be kept, who may access them and how they will be deleted. Confirm with Salesforce, in writing, what happens to org data when a subscription ends and whether a read-only period applies. Keep a documented disposition record for the source data. DeployOpen prepares systems, controls and evidence for compliance assessments, but independent auditors and certification bodies issue any audit report or attestation.
How DeployOpen scopes, migrates and supports your replacement
DeployOpen plans, implements, customizes, integrates, hardens, backs up, upgrades, documents and supports self-hosted open-source CRM platforms inside your own cloud accounts, data centers or air-gapped networks. Most engagements are fixed-scope, with scope, deliverables and timelines agreed in writing before work starts.
How we scope
- Inventory Salesforce objects, fields, record types, reports, flows and integrations that the replacement must cover.
- Decide which of SuiteCRM, EspoCRM or Odoo CRM fits each workload, and record the gaps the written scope accepts.
- Confirm which Salesforce export methods your org can use, including Data Export Service edition frequency and Data Loader access.
How we build
- Rebuild custom objects, page layouts, permissions and automation in the chosen platform, following the agreed design.
- Script repeatable Data Loader extracts and load routines, then test field mapping, relationships and attachments on sample data.
- Harden the self-hosted environment, configure backups and run security testing against the APIs and integrations before go-live.
How we hand over
- Document architecture, data mappings, configuration, runbooks and the known gaps against the original Salesforce setup.
- Run reconciliation checks comparing record counts and key fields between the source exports and the new system.
- Prepare control and evidence material for your compliance assessment, while independent auditors perform any formal assessment.
How we support
- Ongoing support, upgrades and continuous testing are available as retainers after handover.
- Plan platform upgrades and patching in your own environment, with changes documented in the handover material.
- Ask any provider to confirm response scope, environment ownership and who holds administrative credentials before signing.
