Salesforce vs Twenty

Salesforce Sales Cloud suits teams that need its full ecosystem and vendor-run hosting. Twenty suits lighter sales teams that want a self-hosted CRM on PostgreSQL with custom objects defined as code and no per-seat fee for the open source core.

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Salesforce alternative or Twenty: when each fits

Keep Sales Cloud when your sales process runs on heavy automation and vendor-managed operations. If your sales operations team maintains Apex triggers, a large AppExchange footprint, complex approval chains or reports that feed other Salesforce clouds, moving to Twenty means rebuilding that logic rather than moving it. Sales Cloud also fits organizations that want Salesforce to run hosting, patching and availability under a contract they already manage. Twenty fits a different profile: a sales team that mainly tracks companies, people, opportunities and tasks, wants custom objects and fields defined as code under version control, and is prepared to run the platform itself. Twenty's self-hosting guide describes a Docker Compose setup with a server, a worker, PostgreSQL and Redis, and asks for at least 2 GB of RAM, so the operations cost sits with your team rather than the vendor.

The decision turns on four things you can check before renewal. First, inventory your automation: count the flows, triggers and approval rules in use and mark which ones have no workflow equivalent in Twenty's workflow automation. Second, list every integration that reads from or writes to Salesforce, including ERP, marketing and support tools, and confirm each one can call Twenty's GraphQL or REST APIs. Third, check whether your engineers have PostgreSQL and Redis operating experience, since backups, upgrades and worker health become your responsibility. Fourth, compare the features that Twenty reserves for paid plans, such as row-level permissions, SAML or OIDC SSO and audit logs, against what your security and compliance team requires, because those controls may decide the plan before the license does.

Which scenarios favor Salesforce and which favor Twenty

This table maps common buyer situations to the platform that usually fits better, based on the features Twenty includes on each plan and the stack it runs on. Read each row against your own requirements, and treat a Twenty recommendation as conditional on confirming the gaps named in the last column of your review.

Buyer scenarioBetter fitWhy
Heavy AppExchange and Apex dependencySalesforceTwenty has no equivalent to the AppExchange marketplace, so packages you rely on need to be rebuilt or replaced before any cutover.
Small sales team using standard accounts, contacts and opportunitiesTwentyCustom objects, fields, views and unlimited records are included on every plan, so a lean pipeline model maps directly without heavy administration.
SSO and row-level permissions required on day oneSalesforceTwenty reserves SAML or OIDC SSO, row-level permissions and audit logs for the Organization plan, so budget for that tier from the start.
Existing TypeScript or Node.js engineering teamTwentyThe NestJS, React and GraphQL stack lets in-house developers extend the product, while the PostgreSQL and Redis dependencies fit a team already running those services.
Strict data residency with self-hosted controlTwentyTwenty's Docker Compose guide runs on your own servers, so customer records stay in infrastructure you choose; confirm the residency rules with your compliance team.
Per-seat budget capped at a fixed ceilingTwentyThe open source core is free to self-host, so costs shift to hosting and administration instead of per-user fees, though paid tiers still charge per user.
Complex Salesforce automation and reporting depthSalesforceLarge Salesforce automation estates and advanced reporting need a detailed feature check against Twenty's workflows before committing to a migration.
Enterprise single-tenant isolation and SCIM provisioningSalesforceTwenty's single-tenant isolation, IP allow-listing and SCIM provisioning sit in the Enterprise plan, so confirm those terms against your procurement requirements.

Which Twenty features need a paid plan

The open source core is free to self-host and is the edition most teams start with. Twenty states that the core includes unlimited custom objects, fields, views and records, along with REST and GraphQL APIs and webhooks. The core is mostly licensed under AGPL-3.0 with an additional application exception, so you can run it internally without publishing changes outside your organization under the same terms.

  • Data model: Unlimited custom objects and fields, defined as code and managed in the workspace.
  • Records and views: Unlimited records and views on the self-hosted instance.
  • Integration surface: REST and GraphQL APIs and webhooks at no license fee.
  • Hosting cost: Your own servers, PostgreSQL, Redis and staff time, which recur every year.
  • License boundary: Files marked with an Enterprise license header fall under a commercial license, and SDK and UI packages are MIT.

Before relying on the core, check with Twenty which features ship in the open source code and which sit behind a paid plan, and confirm how the application exception applies to your use.

Capability fit: Sales Cloud features against Twenty

This table compares the Sales Cloud capabilities that matter most for a CRM replacement with what Twenty supplies from its documented features. Read the Twenty column as a starting point: items marked to confirm need a check against Twenty's current documentation and a test in your own workspace before you commit. Gaps in extensibility and reporting are the main points to weigh.

CapabilitySalesforce Sales CloudTwenty
Standard and custom objectsStandard objects plus custom objects configured in the admin interface and extended with Apex and metadataCustom objects and fields defined as code, with unlimited custom objects on all plans per the pricing page
Pipelines and viewsKanban and list views, path and stage configuration, and dashboards built on opportunity dataViews and records are supported; confirm pipeline stage and kanban depth in current documentation
Workflow automationFlow Builder and Apex triggers, with Workflow Rules and Process Builder now retiredWorkflow automation is supported; confirm trigger types, branching and error handling against your current process maps
Email and calendar syncNative sync with Gmail, Outlook and Exchange through connectors and Salesforce add-onsEmail and calendar sync is supported; confirm supported providers and sync scope for your mail platform
APIs and webhooksREST, SOAP, Bulk and Streaming APIs with org-level API allocations by editionGraphQL and REST APIs and webhooks on all plans, per the pricing page; confirm rate limits for your integration volume
Permissions and row-level securityProfiles, permission sets, sharing rules and role hierarchy in all editionsRole-based permissions are supported; row-level permissions are listed on the Organization plan and above, so confirm the plan you need
Single sign-onSAML, OIDC and delegated authentication included with the platformSAML or OIDC SSO is listed on the Organization plan per the pricing page; Enterprise adds SCIM provisioning
Audit logsSetup audit trail and field history tracking, with extended retention through add-onsAudit logs are listed on the Organization plan; confirm retention period and export options
Reporting depthNative reports, dashboards, CRM Analytics and a mature third-party reporting ecosystemGap to assess: confirm report types, dashboard features and export options before relying on them for forecasting
AppExchange and Apex extensibilityLarge AppExchange catalog and Apex code running on the Salesforce platformGap: no AppExchange or Apex equivalent; extensions are built as Twenty code or integrations through its APIs
Mobile appsSalesforce Mobile app with offline and field use options by editionConfirm current mobile app or responsive web coverage in Twenty's documentation before planning field use
Hosting modelVendor-hosted SaaS in Salesforce's data centers with regional optionsSelf-hosted in your infrastructure using Docker Compose with a server, worker, PostgreSQL and Redis, with at least 2 GB of RAM per its self-hosting guide

How custom objects defined as code change admin work

In Twenty, a custom object or field is a definition in the data model that can live in source code and be reviewed like any other change. In Salesforce Setup, an administrator creates the same object by clicking through the Object Manager and field wizards, and the change is live in the org as soon as it is saved. The practical difference is who makes the change and how it is recorded: with code-defined objects, the change exists as a diff that someone approves before it reaches production, while in Salesforce the audit trail lives inside the org and depends on setup history and change tracking. Before you commit to either model, confirm with Twenty's documentation exactly which object and field definitions are managed through code and which can still be created in the user interface, since that boundary determines how much of your admin work moves to engineers.

Ownership is the first decision to settle. A developer-owned model works when an engineering group already maintains the self-hosted stack and can run the Docker Compose deployment described in Twenty's self-hosting guide. A platform team can own the repository, the review rules and the promotion pipeline while sales operations requests changes through tickets. A partner can build the initial model and handle upgrades, but the client should keep the repository and deployment credentials so that changes do not depend on one external party. Changes then follow the standard path: a branch for each new field or object, a review by someone who understands both the sales process and the data impact, a run in a staging workspace with a copy of production-like data, and only then a release to the production instance. Each of these steps needs a named owner, and each environment needs its own database, so that a half-tested field never reaches customer records.

This model helps when your organization has engineering capacity to own the repository and the release path, and when sales processes change slowly enough that a review cycle does not block revenue work. It slows down a sales operations team that wants to self-serve. If that team changes pipeline stages or adds fields every week, a code-first workflow turns each request into an engineering task, and the backlog grows. A workable compromise is to let operations own views, filters and pipeline presentation in the interface while engineering governs the object and field definitions, then measure how many change requests reach the queue each month before deciding whether the split is right. Ask the implementation partner, or your own team, to document which roles can edit which definitions in the production workspace, because that answer determines whether admin work shrinks or simply moves.

Where customer data lives and who controls it

Salesforce Sales Cloud and Twenty place customer records, sign-in and operational duties in different hands. The cards below cover where the data sits, which hosting model you choose, how sign-in is gated, who produces compliance evidence, who runs backups, and what the contracts and subprocessor lists must say.

Where the data sits

Salesforce Sales Cloud stores customer records in Salesforce's vendor-run cloud, so you rely on Salesforce's hosting locations and its operational controls. With Twenty, records live in the PostgreSQL database and Redis instance you deploy, and the data location is whatever cloud account, data center or server room you choose. This matters most when a regulator or customer asks where personal data is stored and processed. Confirm the exact storage regions in your Salesforce contract and map the equivalent location in your own environment before you decide.

Choosing a hosting model

There are three realistic models: Salesforce's vendor-run SaaS, Twenty's single-tenant Enterprise option, and a self-hosted deployment using the Docker Compose guide that runs a server, a worker, PostgreSQL and Redis. Self-hosting gives full control and removes a vendor from the data path, but it moves patching, scaling and availability to your team. The single-tenant Enterprise option keeps a vendor operating the instance. Ask Twenty which of these models it offers for your scope and what it covers operationally.

Sign-in and SSO gating

Single sign-on on Twenty is not part of the free core. Twenty's pricing page places SAML or OIDC SSO in the Organization plan and describes SCIM provisioning in Enterprise. If your identity policy requires federated sign-in and automated deprovisioning, the plan that includes those features becomes part of the cost comparison. Confirm which SSO and provisioning features your chosen plan includes before you rely on them for access control.

Audit logs and compliance evidence

Twenty's pricing page places audit logs and row-level permissions in the Organization plan, so a free self-hosted core may not give you the record-level access history an assessor will ask for. DeployOpen can plan, configure and document the controls and collect evidence for a compliance assessment. It does not issue audit reports, attestations or certifications, which independent auditors and certification bodies provide. Ask early which evidence your assessor expects and whether the required logs exist in your chosen plan.

Backup responsibility

With Salesforce, the vendor operates the service, but you still need an export routine for your own copies. With a self-hosted Twenty instance, backups of PostgreSQL and the storage used by attachments are your responsibility, along with restore testing. Define the recovery point and recovery time targets with the business, then test a restore into a separate environment. Confirm whether Redis holds any data you must preserve or only queue state that can be rebuilt.

Subprocessors and contract review

If you stay with Salesforce or use a Twenty hosted option, review the subprocessor list, the data processing terms and the support access conditions in the contract. If you self-host, the subprocessor list shrinks to your own hosting provider and any email or calendar service you connect. Check each link in the data flow, including sync with email and calendar providers, because those services receive customer contact data too.

What drives the cost of Twenty against Salesforce

Salesforce and Twenty bill different things. One side is a recurring per-user subscription with add-ons, the other is a free core plus hosting, people and optional paid plans. The cards below separate those components so a written quote can be compared line by line.

Salesforce edition subscriptions and add-ons

Salesforce Sales Cloud is billed per user under an edition, and the cost of higher editions and add-on products recurs for as long as the contract runs. Automation, reporting and API capacity often sit in higher editions or separate licenses, so the headcount line rarely shows the full bill. Ask Salesforce or your reseller to itemize each edition, add-on, sandbox and storage allocation over the term, and to state renewal uplift in writing. Check which features your current process depends on before comparing.

Twenty paid per-user plans

The open source core of Twenty can be self-hosted at no license charge, but Twenty also sells per-user plans for teams that want hosted service or features beyond the core. Row-level permissions, SAML or OIDC single sign-on and audit logs are reserved for the paid Organization tier, so a team that needs them pays per seat for those controls. Confirm on the vendor pricing page which features your roles require, then ask for the per-seat price, minimum seat count and billing term in the quote.

Self-hosting infrastructure

Self-hosting moves the subscription cost into servers or cloud instances, storage, backups and network egress that you pay for directly. Twenty's Docker Compose guide asks for at least 2 GB of RAM, and insufficient memory can crash processes, so production sizing should go well above that minimum for real users and workers. This cost recurs monthly and grows with user count, record volume and attachments. Ask your provider for the instance size, storage tier and backup retention used in the estimate.

PostgreSQL and Redis operations

Twenty runs on PostgreSQL and Redis alongside its server and worker, so the database and cache become services someone must patch, monitor, back up and restore. Managed PostgreSQL and Redis add a recurring fee but reduce the operating burden, while self-managed instances move that work to your staff. Restore testing and point-in-time recovery are the items most often missed. In the quote, ask whether database and cache hosting, failover and backup testing are included.

Implementation and data migration

Moving from Salesforce involves a one-time effort: exporting data, mapping standard and custom objects into Twenty's data model, importing CSV files, rebuilding pipelines and views, and checking reports and automations. Salesforce's Data Export Service and Data Loader determine how clean the extracts are, and any Apex or integration logic must be redesigned rather than copied. This work is fixed, but its size depends on object count, data quality and the number of integrations. Ask for a written scope with deliverables, acceptance tests and a cutover plan.

Support, retainer and internal admin time

Ongoing support can be bought as a retainer for patching, upgrades, monitoring and incident response, or handled by your own engineers. Twenty ships frequent releases, so someone must review changes, test them and schedule upgrades, which is recurring work whichever option you choose. Internal admin time covers user management, permission design and workflow changes, and it is often the largest hidden cost. Ask for the retainer scope, response expectations and the hours your team should plan to spend each month.

How a move from Salesforce to Twenty runs

The sequence turns an undocumented Salesforce org into a tested Twenty workspace, with a known data set, rebuilt automations and a dated cutover that the business has signed off. Each step produces a record the next step depends on.

  1. Inventory objects, automations, integrations and reports

    Start by listing every standard and custom object in use, every Flow, approval, validation rule and scheduled job, every connected application and every report or dashboard that leadership reads. Named data owners from sales operations and finance confirm which items are still used, because unused fields and old reports often carry the most clutter. The output is a signed inventory with a keep, rebuild, or retire decision against each line. Ask the Salesforce admin to export the org metadata so the inventory is based on what the org actually runs, not on memory.

  2. Export data with Data Export Service or Data Loader

    Choose the export path per object. The Data Export Service produces CSV files in a compressed archive and runs weekly in Enterprise, Performance and Unlimited editions, or every 29 days in Professional and Developer editions, so plan the final extract against that cadence. Data Loader, a separately installed client that runs from a graphical interface or the command line, suits repeatable scripted extracts that a team can rerun before cutover. The export is complete when row counts per object match Salesforce reports and a sample of records opens correctly in a spreadsheet.

  3. Map standard and custom objects into Twenty's data model

    Build a field-by-field mapping from each Salesforce object to a Twenty object, including accounts, contacts, opportunities, tasks and any custom objects. Twenty supports custom objects and fields defined as code, so decide which custom structures become Twenty objects and which become fields on existing records. Record the relationships, picklist values and ownership rules in the mapping document. A sales operations lead and a Twenty-experienced engineer should review it together, and the mapping is accepted only after both agree on it in writing.

  4. Import CSVs and rebuild pipelines and views

    Load the transformed CSVs into a staging workspace first, then run the import against a clean copy of the production target. Check that IDs, relationships and owners resolve, and that duplicates are merged under rules agreed with the data owners. Rebuild each sales pipeline, the list views and the reporting views that the inventory marked as keep. The step closes when test users have reviewed the pipelines against live Salesforce screens and confirmed stage values, amounts and ownership match.

  5. Rebuild automations and integrations with workflows and APIs

    Recreate each retained automation as a Twenty workflow and each external connection through the GraphQL or REST API and webhooks, which Twenty includes on all plans. Replace Apex or managed-package integrations with the mechanisms your team can support, and document what each one now does. Test each rebuilt automation with sample records and confirm that the Email and calendar sync, role-based permissions and any SSO configuration behave as the business expects. Items with no equivalent go to a written exception list for sign-off.

  6. Run both systems in parallel and cut over

    Keep Salesforce read-only for reference while sales teams work in Twenty for a defined trial period agreed with the business. Reconcile opportunity values and activity counts between the two systems at intervals, and log each discrepancy with an owner and a fix. Cut over only when the data owners, the test users and the executive sponsor have each signed the reconciliation and the exception list. Keep the final Salesforce export and the signed sign-off pack in your own records, as they are your evidence of what moved.

Questions buyers ask before switching from Salesforce to Twenty

What does a move from Salesforce to Twenty cost?

The cost has three parts: the software, the hosting, and the labor to migrate and run it. Twenty's self-hosted open source core is free to run, according to its pricing page, so the recurring spend is your own servers, backups, monitoring and admin time. The one-time spend is the migration: mapping objects, importing data, rebuilding pipelines and views, and testing. Costs rise with the number of custom objects, the volume of records, the number of integrations you rebuild and whether you need paid Twenty features. Ask any partner for a quote built from a written scope, and ask them to separate one-time work from ongoing support.

How long does a Salesforce to Twenty migration take?

Duration depends on scope rather than on a fixed rule, so no general timeline applies. The main drivers are how many custom objects and fields Salesforce holds, how much Apex, Flow and integration logic must be rebuilt, how dirty the data is, and how many users must be trained on new views. A team that only moves accounts, contacts, opportunities and tasks will finish much sooner than one with heavy automation and reporting dependencies. Ask for a timeline tied to a written list of objects, integrations and cutover steps, and confirm how parallel running will be handled.

What must our internal team do, and what can a partner handle?

Your team owns the business decisions: which pipelines, stages, fields and access rules are kept, retired or merged, and who signs off on data cleanup. Your administrators or platform engineers usually own the hosting, database backups, upgrades and user accounts after go-live. An implementation partner can handle the data mapping, scripted exports and imports, Docker Compose deployment, integration work, testing and documentation under a written scope. Confirm in writing which items sit on each side, because gaps in ownership are the most common source of post-cutover problems. DeployOpen implements, hardens, backs up, upgrades and documents self-hosted platforms in your own infrastructure, and ongoing support is available as a retainer.

Can our team migrate to Twenty without outside help?

A team with strong Linux, Docker and PostgreSQL skills can deploy Twenty from its self-hosting guide, which runs a server, a worker, PostgreSQL and Redis and asks for at least 2 GB of RAM. Whether that is enough depends on your data volume, your integrations and how much time your staff can give to the project alongside daily work. Simple migrations with standard objects are more likely to succeed in-house. Heavy automation, custom objects, SSO and audit requirements, and compliance evidence are harder to get right without experienced help. Be honest about your capacity before deciding.

How do we handle SSO and row-level permissions if we stay on the free core?

On Twenty's pricing page, SAML or OIDC SSO, row-level permissions and audit logs are listed under the Organization plan, so a team that stays on the free self-hosted core should plan for these gaps. Options include keeping access narrower through role-based permissions and separate workspaces, placing the instance behind your existing identity-aware proxy or VPN, and running strict administrative procedures to compensate for missing audit logs. Each option has limits, and some may not satisfy your security or compliance reviewers. Confirm with Twenty which features the free edition includes at the version you deploy, and document any compensating controls before you go live.

Which Salesforce features have no direct Twenty equivalent?

Twenty covers custom objects, fields, views, records, workflow automation, email and calendar sync, GraphQL and REST APIs, and webhooks. Teams should check the depth of reporting, forecasting, approval processes, large-scale service or case management, and any AppExchange packages they rely on, since those do not map one-to-one. Heavy Apex code and complex Flow logic must be rewritten rather than copied. Ask for a feature-by-feature gap list from your own Salesforce org before you commit to a timeline, and treat anything without an equivalent as a scope decision rather than an afterthought.

Is a fixed-scope engagement available for this migration?

Yes. Most DeployOpen engagements are fixed-scope, with scope, deliverables and timelines agreed in writing before work starts. A useful scope names the Salesforce objects in and out, the integrations to rebuild, the data cleanup rules, the testing and cutover approach, and the documentation and training you expect. Ongoing support, upgrades and continuous testing are available as retainers after go-live. DeployOpen does not publish a price list, so ask for a quote that follows from the written scope and check that it lists what is excluded.

How DeployOpen helps evaluate, implement and migrate Twenty

DeployOpen plans, implements, customizes, integrates, hardens, backs up, upgrades, documents and supports self-hosted open-source platforms inside your own infrastructure. For Salesforce vs Twenty, that means testing Twenty against your actual Salesforce objects, processes and integrations before anyone commits to a migration.

How we scope

  • We list the Salesforce objects, automations, integrations and reports your sales team relies on today.
  • We check which of those need Twenty's paid features, such as SSO, row-level permissions or audit logs, before build work starts.
  • Engagements are fixed-scope, with deliverables and timelines agreed in writing before any work begins.

How we build

  • We deploy Twenty with Docker Compose or your preferred hosting pattern in your own cloud account or data center.
  • We model custom objects and fields as code, rebuild pipelines and views, and connect email and calendar sync.
  • We test the APIs, permissions and workflows against the scenarios your team actually runs, and record the results.

How we hand over

  • We document the deployment, data model, workflow logic and backup routines so your admins can operate the system.
  • We walk your admins through the import, cutover and rollback steps, with the CSV extracts validated against source counts.
  • We deliver written runbooks covering access, upgrades and the process for reviewing new Twenty releases before adoption.

How we support

  • Ongoing support, upgrades and continuous testing are available as retainers after handover.
  • A retainer can cover monitoring of PostgreSQL, Redis and worker processes, plus memory sizing as your user count grows.
  • Ask us to confirm in the quote which upgrade, testing and response commitments the retainer includes.

Sources and further reading

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