Salesforce Data Migration to Monday.com for a Real Estate Company

Summary 

A US real estate company needed to migrate 28,000 Salesforce records into monday.com without losing links between properties and owners. CloudCache Consulting created custom fields, ran test migrations, and validated every entry to ensure accuracy. The client’s teams quickly adapted to their new monday.com setup, gaining better visibility and collaboration. As a trusted Salesforce partner, CloudCache delivered reliable Salesforce migration services and monday.com implementation. 

About the Company

Our client is a commercial real estate company based in the United States.  

Customer Challenges

The client wants to move from Salesforce to Monday.com because some major issues to them were: 

• Volume of Data: the client wanted data integrity for all of its 28,000 entries. Data certainty was primary concern for every property to remain linked to the right owner. 
• Maintaining Data Accuracy: They wanted confident accurate data with no duplication or redundancy during migration.  
• Adapting to a New Platform: Salesforce and monday.com store and handle data differently. This meant the client needed custom structures inside monday.com to replicate their existing processes. 

Solutions 

The migration required a mix of technical planning and execution. We broke it into structured phases to ensure both accuracy and functionality after the move. 

Data Audit and Object Mapping  

• We exported Salesforce data using Salesforce Data Loader, pulling records from key objects like Accounts (owners), Properties (custom object), and Opportunities (transactions).   
• A detailed field mapping exercise was carried out. Every Salesforce field—such as Property ID, Owner Name, and Transaction Amount—was mapped to a monday.com column. 

Data Normalization

• Duplicates and incomplete records were filtered out before migration.   
• Using Python scripts and SQL queries, we standardized property IDs and normalized text fields like addresses and owner names.
• Reference IDs were assigned so property-owner relationships could be rebuilt correctly in monday.com. 

monday.com Environment Setup

• We created separate boards for Properties, Owners, and Transactions. 
• Relationships were rebuilt using Connect Boards and Mirror Columns, so data could behave like Salesforce’s relational database structure.
• Automation recipes in monday.com were set up to trigger notifications or updates—for example, when an owner was linked to a new property. 
• Conditional automation rules replaced some of Salesforce’s old workflow triggers, ensuring smooth updates across boards. 

Pilot Migration and Testing

• We first migrated 1,000 records through the middleware pipeline. 
• Validation scripts compared migrated data against Salesforce source records, checking for missing fields, broken references, or mismatched relationships. 
• Errors were corrected in the mapping logic before full-scale migration. 

Full Migration Execution

• The entire dataset of 28,000 entries was migrated in controlled batches. 
• API limits were managed carefully to avoid timeout issues. 
• After migration, we ran reconciliation reports to ensure that the count of objects in monday.com matched Salesforce. 

Validation and Quality Assurance 

Data integrity checks included: 

• Matching property-owner relationships using reference IDs. 
• Random sampling of 500+ records. 
• Cross-checking reports between Salesforce and monday.com. 
• Post-migration validation also involved re-running automation recipes to confirm that triggers executed as expected. 

Training and Support

• End-users were trained on how to navigate linked boards, use automations, and create dashboards. 
• A post-go-live support window allowed us to fine-tune recipes, automations, and middleware connectors to ensure the setup scaled smoothly. 

Results 

The migration delivered measurable improvements for the client: 

• All 28,000 Salesforce records were successfully moved to monday.com with 100% data integrity. 
• Custom workflows in monday.com provided better visibility into property-owner relationships. 
• Teams experienced faster access to critical data and improved collaboration through monday.com boards. 
• The new system reduced time spent on manual checks and gave leadership clearer visibility into property data. 

The client not only moved their data but also unlocked new opportunities for efficiency by adopting monday.com as a collaborative platform. 

Technology and Tools used: 

Salesforce, monday.com 

Final Words

By combining technical precision with a deep understanding of the client’s business model, the transition from Salesforce to monday.com became not just a migration, but an opportunity for operational improvement. 

At CloudCache Consulting, we specialize in delivering such outcomes. As a trusted Salesforce partner, we combine expertise in Salesforce migration services with hands-on experience in monday.com implementation. Read our customer testimonials on Upwork.