Your workspace
An approved Zen & Zen workspace with CRM enabled, and a workspace administrator to review and approve the move.
Salesforce → Zen & Zen Move from Salesforce.
Move from Salesforce.
A few clicks to start.
Connect your account, review the suggested plan, and approve. Zen & Zen copies your chosen records, maps the fields, and checks the result automatically.
Supported for most Salesforce users. White-glove help with your setup.Your part in the moveAutomated migration
Connect. Review. Approve.
- 01
Connect.
Sign in to Salesforce through the migration helper. It scans your records and fields with read-only access.
- 02
Review.
Choose what to bring across and review the suggested mappings, currency, record owners, and any exceptions.
- 03
Approve.
The automation copies, transfers, imports, and checks your data. Follow the progress and review the completion report.
The work runs in the background. You stay in control of the plan and the final review.
What comes acrossBring the customer
Bring the customer
story with you.
The scan shows what your Salesforce account contains. Review the proposed destinations and any exceptions before approving your import.
| Your Salesforce data | How the flow handles it |
|---|---|
| People and companiesLeads, Accounts, Contacts | Map to lead, company, and contact records in your Zen & Zen CRM. |
| Deals and productsOpportunities, products, price books, and related sales records | Map to supported CRM sales records, including deal contacts and line items. Supported relationships are checked during import. |
| Activity historyEmails, calls, and to-dos recorded as Salesforce Tasks | Bring task-based history across with its supported customer links. Review other activity types in your migration plan. |
| Custom fieldsThe extra details your team has added | Map supported fields or add them within the available field capacity. The proposed plan shows how each field is handled. |
| Files and attachmentsAccessible Salesforce file contents | Copy accessible files into the downloadable source copy. The report flags files Salesforce could not return. Confirm how you want to use files in your workspace. |
| Record ownersWho is responsible for the work | Map Salesforce record owners to existing Zen & Zen staff. Staff logins and permissions are set up separately. |
Confirm the fit during review.
Custom objects, unsupported field types, automations, reports, and dashboards need particular attention. The flow shows what is imported, preserved in the source copy, excluded, or unavailable. Read the practical details below.
Ready to connectStart with
Start with
these three things.
Once the connection is set up, the guided flow takes care of the transfer and checks. Our white-glove support can help you get started.
Your Salesforce access
A Salesforce sign-in with access to the records, files, and API exports you want to copy. Confirm access with your Salesforce administrator.
The migration helper
The current Mac helper requires macOS 14 or newer. Install it once and keep it running while the transfer finishes. Ask us about the right connection method for other computers.
Signups currently require waitlist approval. A credit card may be required for verification during the trial. Trial features and usage are limited or capped for fair use.
Built from our own experienceOur own move.
Our own move.
The starting point.
Our original Salesforce account held just over 1.9 million records. Our own move used the Pro plan at $199/month and helped shape the automated flow available today.
The case study explains what we selected, what we left behind, and the checks we ran. Your migration scope and timing depend on your data.
Read the Salesforce migration case studyPlans and scopeChoose the plan
Choose the plan
that fits your data.
Flat monthly software pricing for your team, within the plan’s seat and record limits. Confirm record counting, file storage, and your migration scope with us.
$99/month
Up to 100 seats
Up to 500,000 records
$199/month
Up to 1,000 seats
Up to 4,000,000 records
Migration scope
Confirm scope and any cost with us. Agree on your source data, any required setup, and any migration-specific cost before starting.
AI usage, phone minutes, and VoIP service costs are charged at the underlying API or vendor cost, with no additional Zen & Zen markup.
Read all plan and usage costsHow much of the migration is automated?
After you connect Salesforce, the flow discovers your data and proposes mappings. You review the plan and approve it; the helper and workspace handle copying, transfer, import, and record checks. You review the final report and any exceptions before switching.
Can we try a sample first?
Yes. The guided flow supports a sample so you can inspect how your records map before a full run. Samples import records into your workspace, so choose a suitable workspace for a rehearsal. Review a completed full run before cancelling Salesforce.
What about custom objects, formulas, and Salesforce automations?
Additional objects are discovered for review; using them as CRM records depends on supported destinations and your workspace setup. Formula results may transfer as values, but their calculation rules are not recreated. Salesforce automation is inventoried for review rather than automatically rebuilt. Reports and dashboard definitions are not preserved by the migration flow. Agree on replacements for anything your team relies on.
How long does it take, and can we keep working?
A few clicks start and approve the work. Running time depends on your record volume, files, mappings, and connection speed. The flow reads Salesforce without changing the original records. Zen & Zen workspace changes are temporarily paused while the import runs; an administrator releases the workspace after reviewing the checks. Plan the final switch with our team.
What happens to changes made in Salesforce during the move?
The migration copies the data from your export. Plan the final full run close to your switch, and agree with our team how any newer or changed Salesforce records will be handled. Keep Salesforce available until you have reviewed the full-run report, files, and exceptions.
Can we stop or undo the move?
You can cancel a migration run, but records already imported into Zen & Zen remain. Removing the migration’s copied source data also does not undo imported CRM records. Your Salesforce originals stay in place. Agree on any rollback or restore requirements before starting a full import.
What does migration cost?
The software plans are Standard at $99/month and Pro at $199/month, within their seat and record limits. Confirm scope and any cost with us. Confirm your data scope, file/storage needs, and any migration-specific cost before starting. AI and phone usage are separate, at the underlying API or vendor cost without added Zen & Zen markup.
Let's plan your setupReady to bring your history?
Discuss your Salesforce migrationReady to bring your history?
Let’s plan your move.
Tell us about your Salesforce account and what you want to bring across. We’ll help confirm the fit, scope, and next step.