Yes even in 2025, many Salesforce users have not moved to Flow..
Salesforce is formally retiring Workflow Rules and Process Builder. As of December 31, 2025, support for both tools will end. Some existing automations may still execute, but they will no longer be supported, and Salesforce will not guarantee their performance.
Why This Matters Now: For most orgs, the ability to create new Workflow Rules and Process Builders has already been removed. This means all net-new automation must be built in Flow. More importantly, legacy automations present operational risk – they are unsupported, harder to debug, and incompatible with Salesforce’s roadmap.
Key Migration Deadlines (Updated for 2025):
Now: Creation of new Workflow Rules and Process Builders is disabled in most Salesforce orgs.
Dec 31, 2025: End of support. No bug fixes, enhancements, or guarantees from Salesforce.
Post-2025: Existing legacy automation may still run but is at risk of breaking.
Recommended Actions for 2025:
Inventory Your Automation
Use Salesforce’s “Where is this used” and “Flow Migration Tool” to identify active Workflow Rules and Process Builders.
Segment Automation into Risk Levels
High risk: time-based actions, cross-object updates, integrations.
Medium: heavy usage or customer-facing processes.
Low: internal alerts or non-critical tasks.
Migrate Strategically
Don’t rely solely on the Migration Tool. Use it for initial mapping, but validate all logic manually.
Rebuild high-risk processes in Flow using best practices (use Subflows, error handling, before-save triggers).
Document and Test Everything
Regression test every new Flow against your current automation. Create test data. Use debug logs.
Update Your Documentation and Training
Ensure your team knows how to build and maintain Flows. Update internal knowledge bases and onboarding content.
Orchestrator: Build multi-step processes with human approvals.
Subflows: Modularize automation for scalability.
Error Handling: Robust tools for troubleshooting.
Trigger-Based Flows: Use before-save updates for efficiency.
Don’t Forget:
ISVs & Managed Packages: Some automation lives in third-party code. Contact vendors to confirm Flow compatibility.
Governance: Institute code review and QA process for all new Flows.
Bottom Line: Flow isn’t just replacing Workflow and Process Builder — it’s a fundamentally more powerful, scalable platform. But it requires thoughtful planning and skilled implementation. If you haven’t started your migration, now is the time.
If you’d like a checklist or migration plan template, I can create that next.
Need Help Before End of Year? Contact Us
KristinaUrgent: Retirement of Salesforce Workflow and Process builder in 2025
We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce. Read on for details, a free consultation for those interested, and FAQs about the integration.
ClientWorks is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforceoffers a single location (360 Degree Client View) to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.
‘Since becoming a preferred Salesforce partner for LPL Advisors, our partnership has only grown stronger. Navirum now has a deep, practical understanding of advisor workflows – and how to turn Salesforce and AI into real outcomes’ Rory Galvin, Navirum CEO
1) What is the LPL ClientWorks ↔ Salesforce integration?
It connects LPL ClientWorks with Salesforce so advisors can see key client/account data and launch core workflows from one place.
2) Why Navirum? What does “preferred implementation partner” mean?
LPL has selected Navirum as a preferred partner to deliver these integrations. Practically, that means we’re vetted to implement, configure, and support ClientWorks-to-Salesforce projects for LPL-aligned firms. Learn more about Navirum here.
3) Who is it for?
LPL-affiliated advisors, teams, OSJs, and home offices that want a single pane of glass for client data, servicing, and growth activities – without reinventing their stack.
Core client and account context in Salesforce, plus access to ClientWorks tools for account opening, client management, service, and trading. Scope depends on your entitlements and requirements. Explore Salesforce Financial Services Cloud here.
6) Can we trade or open accounts inside Salesforce?
Trading and account opening continue in ClientWorks. From Salesforce, advisors can view relevant data and deep-link into ClientWorks workflows. (ClientWorks details: link)
7) Do we need Financial Services Cloud (FSC)?
FSC is recommended for wealth data models and compliance use cases, but the integration can be adapted for Sales Cloud. We’ll confirm during discovery. FSC overview: salesforce.com/fsc.
8) What are the prerequisites?
Active LPL affiliation & ClientWorks access, a Salesforce org (with API access), SSO/identity plan, data-governance owners, and a small cross-functional project team. Book a discovery call here.
9) How are security and compliance handled?
We align to LPL policies and use Salesforce security controls (profiles/permission sets, FLS, audit history, encryption options). Need support? Raise a ticket via our Orbit portal here or email support@navirum.com.
10) What does delivery and support look like?
Phased delivery (discover → configure → validate → pilot → rollout) with training and change management. After go-live, Navirum’s Orbit managed services support enhancements and automation road-mapping. Learn about Orbit here.
12) I have the old Salesforce LPL on Salesforce Classic. What should i do?
Our recommendation is to migrate to Salesforce FSC ASAP. This will definitely require a conversation so lets chat!!
13) What AI apps are popular for LPL Advisors? What do you recommend?
Jump and Zocks are the 2 big ones we see – there are many more. Heres a comparison of popular AI assistants. Feedback is excellent across the board and so are the productivity gains. Advisors need to be mindful or security and compliance risks inc choosing however. Salesforce Agentforce is the built in Salesforce AI. We recommend starting there.
14) I’m an LPL Advisors thinking about retiring in 10 years…should I even bother?
A big hell yes! Thinking about you legacy and succession, whether thats handing over the reigns to your family or selling your firm, having a well integrated CRM is big value booster. We see many Advisors moving towards their golden years and vast majority of the time opt to integrate. Reed more about succession strategy here
15) I’m an LPL Advisors, Salesforce are pushing Agentforce hard. What is Agentforce?
Agentforce is Salesforce’s new built-in AI agent platform, designed to work directly inside your CRM. It handles tasks like booking meetings, logging calls, managing follow-ups, and much more – automating the work that eats into advisor time. It’s quickly becoming the future of Salesforce, with leading financial institutions across the US, Canada, and overseas adopting it to cut costs and drive productivity read on here
How Insurance Companies Can Use Salesforce To Scale and Grow?
Salesforce helps insurance companies modernize operations, improve customer experience, and scale growth through automation and unified client data. Using platforms like Salesforce Marketing Cloud, Salesforce Sales Cloud, and Salesforce Service Cloud, insurers can automate customer acquisition, digitize policy processes with tools like DocuSign, manage renewals proactively, and deliver more personalized service across the policyholder lifecycle.
Insurance companies continue to transition to Salesforce in huge numbers to bring more efficiencies to their operations. In the world of personal insurance, delivering an amazing customer experience is a huge differentiator.
At Navirum, we are experts at helping Insurance companies build a cloud strategy and make the transition to Salesforce. The industry-leading platform is used by some of the most successful insurance companies in the world State Farm, Farmers, and AXA to name a few.
Here are 4 ways insurance firms can scale and grow using Salesforce.
#1 Customer acquisition with marketing automation
Customer acquisition is becoming increasingly competitive in the insurance industry. Prospective policyholders research options online, compare providers, and expect relevant communication before speaking with an agent. Marketing automation platforms within the Salesforce ecosystem allow insurers to attract and nurture leads more effectively.
Using tools like Salesforce Marketing Cloud and Pardot (now called Marketing Cloud Account Engagement), insurance firms can design highly targeted campaigns based on demographics, geographic data, behavioral signals, and past interactions.
These platforms help insurers:
Capture digital leads from websites, social media, and advertising campaigns
Segment prospects based on insurance needs (home, auto, life, commercial)
Nurture leads with personalized email journeys and educational content
Automatically score and qualify leads based on engagement
Pass high-quality prospects directly to agents or brokers for follow-up
By automating marketing workflows, insurance companies can expand into new markets more efficiently. Whether entering a new county, state, or province, Salesforce allows firms to scale their acquisition efforts without dramatically increasing marketing overhead.
Insurance transactions often involve large amounts of documentation, approvals, and policy paperwork. Historically, these processes relied heavily on manual forms and physical signatures, creating delays and friction for both agents and customers.
Salesforce helps insurers digitize these workflows while maintaining the compliance standards required in the industry.
Through integrations with solutions like Conga Composer and DocuSign, insurance firms can automatically generate policy documents, quotes, coverage summaries, and agreements directly from Salesforce data.
Digitizing the customer journey provides several operational advantages:
Automatic generation of policy documents using CRM data
Real-time electronic signatures for faster policy issuance
Reduced paperwork and administrative overhead
Secure storage and tracking of signed agreements
Faster onboarding for new policyholders
This automation significantly reduces the time required to issue policies while improving the overall client experience. Customers can review and sign documents digitally from anywhere, creating a modern, convenient interaction with the insurer.
Policy renewals are a critical revenue driver for insurance companies. Missing renewal opportunities can lead directly to lost customers and reduced lifetime value. Salesforce CRM gives insurers complete visibility into upcoming renewals, enabling agents to proactively engage clients well before policies expire. With automated reminders, dashboards, and workflows, insurance teams can monitor renewal pipelines months in advance. Agents can reach out to clients early to review coverage, adjust policies, and ensure the client’s evolving needs are addressed. Salesforce helps insurers manage renewals more effectively by enabling: Automated alerts for upcoming policy expirations Renewal dashboards for agents and account managers Proactive client outreach campaigns Opportunities for policy upgrades or bundling Reduced last-minute workload during peak renewal seasons These automated systems help insurance firms maintain high retention rates while ensuring that agents focus on relationship-building rather than administrative tracking.
# 4 Client retention
Client retention is one of the most important factors in long-term profitability for insurance providers. Retaining existing customers is often significantly more cost-effective than acquiring new ones.
By centralizing client data within Salesforce, insurance agents gain a comprehensive view of every policyholder interaction. Using platforms like Salesforce Sales Cloud and Salesforce Service Cloud, agents can access marketing activity, policy history, service cases, and communication records in a single interface.
This unified view enables agents to deliver faster, more personalized support.
Key benefits include:
Faster responses to policyholder inquiries
A complete history of policies, claims, and service interactions
Better coordination between sales, service, and underwriting teams
Early identification of customers at risk of churn
Opportunities to cross-sell or upsell coverage during renewal conversations
By combining marketing insights with service data, insurers can identify patterns that indicate potential attrition and proactively engage clients before they consider switching providers.
Salesforce FSC for Insurance – The AAA Success Story
Partner with Navirum to Transform Your Insurance Operations
Navirum is a leading Salesforce implementation partner for the insurance industry. Our team specializes in helping both personal and commercial insurance firms successfully migrate to Salesforce and optimize their operations.
We work closely with insurance organizations to unify their data, people, applications, and business processes on a single platform. The result is a modern, scalable technology foundation that enables insurers to deliver exceptional customer experiences while improving operational efficiency.
If your organization is looking to accelerate digital transformation and remove technology barriers, Navirum can help guide your Salesforce journey—from strategy and implementation to long-term optimization.
As we live in an era of digital engagement, Pardot (now Marketing Cloud Account Engagement) has become hugely popular in helping financial services companies to reimage how they communicate and serve their clients. From banks to insurance companies, wealth managers to private equity, Pardot is hugely popular in helping companies digitize the customer journey. Here 3 times for implementing Pardot.
1)Get educated on Pardot: The marketing automation tool comprises a huge amount of functionality. For people unfamiliar with digital marketing, the terminology alone requires learning. Trailhead by Salesforce – a free learning resource – is the place to do this. Here’s a few to get you started
From lead scores to suppression lists, engagement processes to conversion rates, the vocabulary takes getting used to and will help you significantly with your implementation. Financial services firms need to be wary of their own specific regulatory compliance and data privacy rules as part of their implementation. Getting up to speed on the regulatory piece is an important part of the implementation.
Joint Trailhead to Learn about Marketing Cloud/Pardot
2)Define your customer journeys: Above all else, understanding how your customers engage with your business will significantly help the implementation of Pardot. We recommend taking this Trail to skill up. In any company, there are many journeys, from sales and support to marketing. Mapping these out at the start of the project will help make your implementation a success.
Map Your Journeys Before Building Them – Marketing Cloud & Pardot
3) Implement with a Pardot consultant: Pardot requires expertise to do the implementation and get the most out of your investment. As we mentioned in tip 1, a major part of your Salesforce implementation is being educated on the Platform. An experience Pardot consultant will help in front of your implementation.
In Conclusion
Navirum is a leading Pardot implementation partner (our expertise in Salesforce). We help companies across the financial services industry to get up and running in the system successfully (our success stories). We help companies migrate from Hupspot, Mailchimp, Marketo and Eloqua to Pardot. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
Contact Us For Help with Marketing Cloud / Pardot
Kristina3 Tips for your Pardot Implementation in Financial Services Companies in 2025
As more and more business migration from HubSpot to Salesforce, its critical to do the migration properly to ensure you get up and running on your Salesforce licenses as quickly as possible and to ensure Salesforce has high adoption levels with your employees.
1)Get your team involved: Very often system implementations land in the inbox of the IT team, but its very important to take a multistakeholder approach – even for small businesses. Ensuring you have representation across all department will boost adoption and will help spot important requirements needed for each area of the business.
3)Keep it simple at the start: Its not always necessary to implement all aspects of your Salesforce vision in phase 1. You will generally have higher implementation success and a much greater uptake from your team if you keep the first phase of the project as simple as possible. Create a Salesfroce roadmap and talk about the features that will be released over the next 6-12 months. This will keep Salesforce top of mind and highlight the importance of the system to your company.
3) Run HupSpot in parallel to Salesforce for a while: In keeping with tip 2, keep some of your HubSpot licenses and keep the system alive for at least 3-6 months. This will help smooth the transition and ease anxiety about the sudden switch to a new system. It will also allow you to transition data & functionality over time to Salesforce
Navirum is a leading Salesforce implementation partner. We are experts in migrating HubSpot to Salesforce. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
Kristina3 Tips For Your HubSpot to Salesforce Migration
Goldmine was a popular CRM over the past 30 years. More and more companies are migrating from the legacy system to Salesforce. It takes special expertise to help migrate. The Goldmine CRM is a challenging system to migrate from for many reasons and should not be under estimated. Goldmine Software has many quirks that make it hard to move away from thats probably why so many companies have been using it for 20-30 years, making it a gold mine for some and a coal mine for others… metaphorically anyway! Don’t fret
Here are Navirum’s 3 tips for your Goldmine to Salesforce migration:
1)Focus on the benefits of Salesforce: After using a system like Goldmine for 10-20 years, we become attached to some key features. It’s essential to focus on what Salesforce can do and put your energy into configuring the cloud based CRM. Many customers get caught up in the data migration or retrofitting Goldmine automations into Salesforce and lose sight of the fantastic benefits the industry leading CRM can bring.
2) Migrate only the data you absolutely need: Getting your data migration strategy right for a Goldmine migration is one of the most critical steps in the process. Migrating data Is time-consuming and challenging. We advise our clients to migrate what they need and export the remainder to a secure location for future reference. Salesforce allows you to start with a blank slate. Importing years of legacy data will torch your project budget and may leave users with a negative experience using your brand new CRM.
3)Get help from a certified Salesforce partner: With many steps and moving parts involved in the Salesforce migration process, having the proper training and consulting from a Salesforce implementation partner can ensure the best configuration (without future hiccups). When you’re able to maximize Salesforce’s capabilities like the Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud, you can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more.
Navirum is a leading Salesforce implementation partner. We are specialists in Goldmine to Salesforce migrations. Together with our clients, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
Need Help Migrating ? Contact Us Below
Kristina3 Powerful Tips for Migrating From Goldmine to Salesforce
In this post we look at 2 essential steps for a successful migration from Zoho to Salesforce. Many businesses start their customer relationship management (CRM) journey withZoho. It’s affordable, easy to use, and works well for early-stage companies. But as your business grows and your needs become more complex, Zoho can start to feel limiting.That’s when companies start looking for a CRM with more power, scalability, and features.
Salesforce is often the natural next step – and for good reason. It’s the world’s leading CRM platform, used by fast-growing startups and Fortune 500 companies alike. But moving from Zoho to Salesforce is not just a software upgrade. It’s a strategic investment in your business’s future.
Migrating from Zoho CRM to Salesforce
To make this transition a success, there are two essential steps every company should take.
Step 1: Define Your Business Goals Before You Begin
Before diving into the technical work of migration, take a step back and think about your business objectives.
What do you want to achieve with Salesforce?
This could include:
Delivering a better client experience
Increasing team productivity
Improving your ability to cross-sell and upsell
Getting more detailed insights into your sales pipeline
Automating routine tasks to free up your team’s time
These goals will look different depending on your industry. For example:
Wealth management firms might want a 360-degree view of their clients
Insurance providers may focus on policy tracking and renewals
Private equity and venture capital firms could prioritize investor relations
Banks and financial institutions might aim to streamline their client onboarding process
Once your goals are clear, make them measurable. For instance, aim to increase upsell revenue by 20% in 6 months or reduce client onboarding time by 30%.
With these goals in place, your Salesforce implementation will have direction and purpose—not just features for the sake of features.
Step 2: Start Simple and Build a Roadmap for Growth
Migrating from Zoho to Salesforce can feel overwhelming. There are thousands of records, custom fields, and business processes to consider. That’s why we always recommend a phased approach.
Start with the Essentials
In Phase 1, focus on migrating the core data:
Accounts
Contacts
This gives your team a strong foundation in Salesforce and allows them to start using the system right away.
In Phase 2, move on to more complex objects like:
Leads
Opportunities
Tasks and Activities
By breaking the migration into manageable parts, your team can adapt gradually. This also helps avoid mistakes, reduces downtime, and increases user adoption.
Beyond just the data migration, think about what else you want Salesforce to do for your business in the next year. This could include:
Launching a client portal using Experience Cloud
Setting up automated email journeys with Marketing Cloud
Adding custom dashboards for better reporting
Building workflow automations to replace manual processes
Write these ideas down and create a Salesforce roadmap. Your implementation partner can use this to prioritize and plan each phase based on your goals.
Why Choose Salesforce?
Salesforce isn’t just a CRM—it’s a platform that can grow with your business.
Here’s why companies love it:
Scalability: Add users, features, and integrations as you grow.
Flexibility: Customize the platform to match your exact needs.
Automation: Save time with built-in tools to automate routine tasks.
Integration: Easily connect Salesforce with the other tools you use.
Security: Enjoy enterprise-grade IT security and data protection.
Innovation: Get 3 platform upgrades every year—automatically.
Salesforce also supports industry-specific clouds, so whether you’re in finance, healthcare, or real estate, there’s a version of Salesforce tailored to your needs.
At Navirum, our consultants are experts in Zoho to Salesforce migrations. We’ve helped businesses of all sizes make the leap, and we know the best way to do it efficiently, without disrupting your operations. We help companies move from a range of CRMs and systems to Salesforce including these popular ones:
If you’re ready to modernize your CRM and empower your team with better tools, reach out to the Navirum team. Let’s make your move to Salesforce a smart, strategic, and successful one.
Let’s talk. Contact a Salesforce expert at Navirum today and take the first step toward a more scalable future.
FAQ: Migrating from Zoho to Salesforce
Why should I move from Zoho to Salesforce?
Salesforce offers more advanced features, scalability, and flexibility than Zoho. As your business grows, Salesforce allows you to automate processes, gain deeper insights, and better manage client relationships.
How long does a Zoho to Salesforce migration take?
The timeline depends on your data complexity, number of users, and desired customizations. A phased migration usually takes 6–12 weeks, but more extensive implementations can extend to several months.
Will my data be safe during the migration?
Yes. Working with experienced migration consultants ensures your data is securely transferred, backed up, and validated for accuracy at every step.
Do I need to migrate all my Zoho data at once?
No. A phased approach is recommended. Start with essential data like accounts and contacts, then gradually move more complex objects like leads, opportunities, and tasks.
What should I do before starting the migration?
Define clear business goals for Salesforce, identify essential processes, and determine which data and customizations are critical for your team’s daily operations.
How can Salesforce improve productivity compared to Zoho?
Salesforce automates routine tasks, centralizes client data, provides detailed reporting, and integrates with other business tools—allowing your team to focus on high-value activities.
Can Salesforce be customized for my industry?
Absolutely. Salesforce offers industry-specific clouds for finance, healthcare, real estate, and more. Custom objects, dashboards, and workflows can also be tailored to your exact needs.
Will my team need training to use Salesforce?
Yes. Successful adoption requires training on the platform’s features, processes, and best practices. A structured training plan improves user engagement and efficiency.
Can I continue using other tools after migrating to Salesforce?
Yes. Salesforce integrates with a wide range of third-party applications, so you can maintain workflows across your existing tools while centralizing CRM data.
How do I choose the right partner for a Zoho to Salesforce migration?
Look for consultants with proven experience in both Zoho and Salesforce, a clear migration methodology, and a focus on minimizing downtime and ensuring user adoption—like the Navirum team.
More and more financial services companies are implementing Marketing Cloud to scale and grow their businesses. From B2C to B2B, the trend is the same. Banks and Insurance companies are choosing marketing automation to create amazing client experiences and improve productivity. Here are Navirum’s 3 tips for implementing Marketing Cloud.
1)Define your business goals: Whether you’re in wealth management, insurance, private equity & venture capital, or banking, it is essential to identify your specific objectives and outcomes for the project with quantifiable targets. For example, create a better client experience or improve cross-selling and upselling. With the end goal in sight, focus on configuring and customizing the parts of Marketing Cloud that will help you achieve those business goals.
3)Define your technical requirements: It’s critical to define how you plan to use Marketing Cloud. The system offers a lot of functionality. It’s important to focus on customizing the features that will add value to your business. Also, consider how the system will be integrated with other company systems like Salesforce CRM, email, and your company website. For the financial services industry, businesses need to keep on the right side of regulatory compliance and data privacy. It’s important to factor your unique regulatory constraints into the implementation.
3)Get help from a certified Salesforce partner: With many steps and moving parts involved in the Marketing Cloud implementation, having the proper training and consulting from a Salesforce Marketing Cloud partner can ensure the best configuration (without future hiccups). Marketing Cloud can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more.
Navirum is a leading Marketing Cloud and Salesforce implementation partner for the Financial Services industry. Together with our clients, we can unify your data, people, applications, and processes by creating a Marketing Cloud roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
Kristina3 Tips For Salesforce Marketing Cloud Implementations For Financial Services Companies
Planning a Redtail to Salesforce Migration? Read This First!
If your financial services firm is ready to upgrade its CRM, moving from Redtail to Salesforce can deliver game-changing functionality and long-term growth. But without the right migration plan, the process can quickly become expensive, time-consuming, and frustrating. At Navirum, we specialize in Salesforce consulting for financial firms – helping you design your CRM, manage secure data migration, train users, and provide ongoing support. Our goal is to make your Redtail to Salesforce migration seamless while setting you up for scalable success.
Discover 4 Helpful Tips for Migrating from Redtail to Salesforce
At Navirum, we’ve helped thousands of wealth management and financial advisory firms successfully migrate to the cloud. Redtail to Salesforce is one of the most common. Many firms start by asking: Salesforce vs. Redtail – what’s the difference?Others want to know how Redtail CRM stacks up against Salesforce, or more specifically, how Redtail compares with Salesforce Financial Services Cloud (FSC). Based on our experience across these migrations, here are four critical tips to make your transition smooth, secure, and aligned with your business goals.
Tip #1 – Start by Defining Clear Business Goals
Before moving any data or configuring a single feature, ask: What do we want to achieve with Salesforce?
Whether you’re in wealth management, insurance, private equity, or banking, your migration should support specific, measurable business objectives. Common goals include:
Improving client experience through personalization
Leverage the right tools across your business – from PandaDoc for digital documents, to process and SOP documentation platforms like Process Street, to project management systems such as ClickUp, and digital marketing solutions like Dealfront and Brevo. The possibilities are endless.
📌 Tip: Don’t overbuild. Focus on high-ROI features that support your firm’s growth, not every possible tool Salesforce offers.
Tip #3 – Define and Simplify Technical Requirements
One of the biggest mistakes firms make during migration is trying to replicate everything from Redtail into Salesforce. This leads to complexity, bloat, and poor adoption.
Instead, focus on what adds value in Salesforce.
Here’s how:
Create a target data model in Salesforce before migrating anything
Map Redtail fields and workflows to Salesforce equivalents [See sample right below!]
Eliminate outdated, unused, or redundant data
Decide which legacy data (e.g., activity history, notes) truly needs to be transferred
Retail to Salesforce data migration sample – Account records
💡 Pro Tip: Less is more. A leaner setup is easier to use, faster to train, and more efficient to maintain.
1. Can we export our data from Redtail and import it into Salesforce?
Yes. You can move client data from Redtail CRM to Salesforce without losing history. Redtail provides export options for contacts, accounts, and activities, which can then be imported into Salesforce.
2. Can we include historical data in the migration?
Yes. You can move client data from Redtail CRM to Salesforce without losing history. Redtail provides export options for contacts, accounts, and activities, which can then be imported into Salesforce.
3. Redtail to Salesforce migration – what challenges should I expect?
The most common Redtail to Salesforce migration challenges include:
Customization: Some Redtail data requires creating custom objects or fields in Salesforce.
Data model differences: Objects and fields in Redtail don’t always align with Salesforce.
Manual mapping: Field names and data types often require careful mapping.
Customization: Some Redtail data requires creating custom objects or fields in Salesforce.
4. Is Redtail to Salesforce migration common?
Yes. Many wealth and advisory firms are moving from Redtail to Salesforce to access:
Artificial Intelligence (AI) for productivity and client insights.
Financial Services Cloud (FSC) with three wealth-focused releases per year.
Integration flexibility with custodians, PMS platforms, financial planning tools, marketing, and compliance systems.
How should we approach the data migration?
A Redtail to Salesforce migration is best approached in terms of value vs. investment:
Avoid spending the entire project budget solely on data migration.
Focus on the data that drives daily productivity.
Archive and back up less-critical Redtail data for compliance and security.
6. How long does the migration take?
On average, migrations take 6 – 12 weeks, depending on:
The training and change management scope.
The volume of Redtail data.
The customizations required.
7. How much does the migration cost?
Budgets vary, but we usually recommend allocating 5–10% of your overall Salesforce project budget to migration and data readiness.
8. How should we prepare our team?
Training: Use Salesforce Trailhead, especially FSC modules.
Change management: Help staff understand the value of moving beyond Redtail.
Internal champions: Identify at least one team member to lead adoption.
9. What happens after go-live?
Migration is just the start of your Salesforce journey. Ongoing support is critical to:
Drive adoption and maximize ROI.
Build confidence in Salesforce.
Prevent users from reverting to Redtail.
10. Will we lose access to Redtail after migrating?
Yes. Once you’ve moved client data from Redtail CRM to Salesforce, Redtail access is usually phased out. That’s why secure backups and adoption training are key.
11. What about integrations with other systems like Orion, Black Diamond, or eMoney?
Salesforce offers a far broader integration ecosystem than Redtail. For wealth firms, this includes:
Other systems: Custodians, compliance platforms, and marketing tools.
Portfolio management systems (PMS): Croesus, D1G1T, NDEX, Orion, Black Diamond.
Financial planning tools: eMoney and others can integrate seamlessly with Salesforce.
This flexibility is one of the biggest reasons firms choose Salesforce over Redtail.
12. Why choose Salesforce over Redtail?
AI & automation that Redtail doesn’t offer.
Financial Services Cloud tailored to wealth management, with 3 releases per year.
Integration flexibility with Orion (see), Black Diamond, eMoney, custodians, and beyond.
Scalability for firms managing hundreds of millions to billions in AUM.
Salesforce is a powerful CRM platform with dozens of industry-leading tools and features. Unfortunately, that also means using the service can get complicated, and it’s easy to misuse its features. In this guide, we’ll help you take your Salesforce platform to the next level. Here are the top five Salesforce tools you’re not using but should.
1. Keep Your Data Clean with Validation Rules
Keeping your sales and marketing data can get complicated. So, creating and maintaining consistent standards for your data entry procedures is a must. If you don’t keep your information uniform and structured, accessing it to gather insights becomes nearly impossible.
Luckily, your team members don’t have to get degrees in business data management to use Salesforce effectively. By using the platform’s Data Validation feature, you can ensure that the data being recorded meets your standards before it gets saved. That way, you can easily navigate your information and generate reports without any headaches.
2. Move Information with the Data Loader
Now that you’ve solved the problem of inputting data, it’s time to manage it appropriately. Moving data is one of the most common information management processes. Whether you’re trying to import data from a spreadsheet into your Salesforce tool, or trying to export Salesforce records to an external platform, moving data can be an arduous task.
You can save yourself from hours of copy-pasting by using the Salesforce Data Loader. This powerful tool makes moving large amounts of data easy and intuitive. The Data Loader features a simple drag-and-drop interface and can move up to 5 million records at once. With this tool, a data move that would have taken hours can get done in mere minutes.
3. Automate Procedures with Workflows
Every financial service business has a few processes that nobody wants to do. These tasks are crucial to the success of the company, but they’re also repetitive and mind-numbing. To make matters worse, getting these chores done means dedicating valuable time and wage pay that could be put to better use.
Fortunately, there’s a solution: Salesforce Workflows. Workflows let you take repetitive tasks like sending notifications or verifying customer information and automate them. That way, you can continue accomplishing these tasks while dedicating your team’s efforts to more demanding, higher-level tasks.
4. Tailor Your Platform with the Lighting App Builder
Your business is unique, so why should you be stuck with one-size-fits-all tools? The Salesforce platform has plenty of pre-built applications for most of your company’s needs. But what if you have a special process that isn’t represented in Salesforce?
The Lightning App Builder lets you create custom applications and workspaces that are tailored to your company and its processes. It lets you modify your platform, include the features you need, and trim away the ones you don’t. That way, you get the ideal Salesforce experience without having to settle for a cookie-cutter solution.
5. Get Custom Tools with the Financial Services Cloud
Salesforce is always expanding its platform to benefit more industries. One of the biggest salesforce expansions is the Financial Services Cloud – a platform that’s customized for financial services companies. It offers tools and processes that are unique to financial service businesses. So, if your financial service company isn’t using the Financial Services Cloud, it’s missing out.
Navigating the Salesforce platform can get complicated. Fortunately, we’re here to help. At Navirum, we have an expert team of Salesforce consultants who can guide you through setting up and using this powerful platform.
With our help, getting started with Salesforce in your company is seamless and headache-free.
Kristina5 Salesforce Features You Don’t Use But Should
