The hard part of this move is not the export. It is the difference in how the two systems think. Advyzon works in client records; Salesforce works in account and contact, plus whatever custom objects you built records. Get that mapping wrong and every report built on it afterwards is wrong too. This page covers the field map, what does not survive, what it costs, and the reconciliation step that decides whether anyone trusts Salesforce in month two.
The two systems, side by side
| Advyzon | Salesforce | |
|---|---|---|
| Primary record | Client | Account and Contact, plus whatever custom objects you built |
| Grouping | Household, tied to portfolio and billing data | Account hierarchy and relationship objects |
| Activity history | Notes, tasks and workflow inside the platform | Tasks, Events and EmailMessage |
| Documents | Platform vault, linked to the client and the portal | Files and ContentDocument links, or an external DMS |
| Getting data out | Vendor-assisted export; CRM and portfolio data extract separately. | Reports and the Bulk API, one extract per object, reassembled on IDs. |
| Who administers it | None. Ops staff can run it. | A named Salesforce administrator. |
| Pricing | Custom quoted, bundled across modules. | Platform license plus build; managed admin runs $2,500 to $9,000 a month. |
What breaks
- Advyzon works in client records and Salesforce works in account and contact, plus whatever custom objects you built records. That is a re-modelling exercise, and it is the first decision, not a mapping detail.
- Grouping changes: Household, tied to portfolio and billing data becomes Account hierarchy and relationship objects. Somebody has to define what a group means in the target before load.
- Activity history moves with partial fidelity. Advyzon stores it as notes, tasks and workflow inside the platform; Salesforce expects tasks, events and emailmessage.
- You are acquiring a named-administrator requirement. Managed Salesforce admin support runs $2,500 to $9,000 a month if the role has no internal owner.
- Automations, reports, dashboards and permissions never transfer. Budget them as build work.
- Every connected system has to be repointed and retested: the DMS, billing, e-signature and the shared inbox.
Known hazards on each side
Leaving Advyzon:
- CRM records are entangled with portfolio and billing data, so a CRM-only extract loses context.
- Client-portal documents and permissions do not travel with the records.
- Leaving Advyzon usually means replacing three systems, not one.
Arriving in Salesforce:
- Apex, Flows, validation rules and sharing rules never appear in an export, and they carry business logic.
- Record IDs are the glue between object extracts, so extract order and external IDs decide whether reassembly works.
- Every org has custom fields nobody remembers creating, and a few that reports still depend on.
The field map
| Concept | In Advyzon | In Salesforce | What to watch |
|---|---|---|---|
| Primary record | Client | Account and Contact, plus whatever custom objects you built | Different shape. Decide the mapping before any data moves. |
| Grouping | Household, tied to portfolio and billing data | Account hierarchy and relationship objects | The target groups records differently, so grouping is created rather than copied. |
| Activity history | Notes, tasks and workflow inside the platform | Tasks, Events and EmailMessage | Expect partial fidelity. Types, timestamps and authorship survive; structure often does not. |
| Documents | Platform vault, linked to the client and the portal | Files and ContentDocument links, or an external DMS | Usually a separate extract and load from the record data. |
| Owner and assignment | Assigned user or advisor fields | Assigned user or team fields | Map departed staff explicitly. Records assigned to nobody disappear from every view. |
| Custom fields | Firm-specific fields added over time | Created to match, or consciously dropped | The audit here is the work. Undocumented fields that reports depend on are the usual surprise. |
Cost and timeline
| Phase | Typical range |
|---|---|
| Data audit and cleanup | $3,000 to $25,000 |
| Migration execution | $5,000 to $50,000 |
| Target implementation | Three to six months with outside help |
| Ongoing administration | $2,500 to $9,000 a month if unowned internally |
Note the third and fourth rows. Moving to Salesforce means acquiring an administration requirement, and that cost recurs long after the migration closes. See before you hire a Salesforce developer for how to split that work between a person and an agent.
The five phases
- Audit Advyzon. Count records per object, find duplicates and orphans, and decide what does not come with you. Get that decision signed off before mapping.
- Map against real records. Use the table above as the starting point, then walk fifty live records field by field.
- Dry run into a Salesforce sandbox. Load the full set, not a sample. Sample loads hide the failures that only appear at volume.
- Cut over on a quiet window. Freeze writes in Advyzon, load, repoint every integration, unfreeze. Keep Advyzon read-only for at least a quarter.
- Reconcile. Compare Salesforce to Advyzon record by record and field by field, and produce a variance report.
The full version of this plan, with the failure evidence behind it, is in the CRM migration playbook.
The compliance clause
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A household that lands without its history is a records gap, not a cosmetic issue. Keep the field map, the variance report and the mapping sign-offs with the records, because the decisions you made in phase two are part of the record too.
Where Caddi fits
Caddi does the mechanical half and then keeps doing it. Show it the task once and it reads Advyzon, applies your field map, loads Salesforce, and then compares both sides record by record and hands back a variance report you can act on. Because it runs over APIs across your stack, the same agent covers the parts a migration tool ignores: documents filed to the right account and contact, plus whatever custom objects you built with the right metadata, and the post-cutover hygiene that otherwise becomes someone's Monday.
Caddi automation for these systems: Advyzon and Salesforce.
Related migrations
- Clio Grow to Salesforce
- Clio Manage to Salesforce
- Filevine to Salesforce
- Litify to Salesforce
- Redtail CRM to Salesforce
- Salesforce Financial Services Cloud to Salesforce
Migration without the manual pass
Move and reconcile Advyzon into Salesforce
Caddi reads Advyzon, applies your field map, loads Salesforce, then compares both sides record by record and reports the variances.
Frequently asked questions
How do you migrate from Advyzon to Salesforce?
Audit the Advyzon data first, then map fields against fifty real records rather than against the schema, dry run the full set into a Salesforce sandbox, cut over on a quiet window with writes frozen, and reconcile record by record afterwards. Vendor-assisted export; CRM and portfolio data extract separately. Salesforce then needs the records loaded in dependency order, with documents as a separate pass.
What does not transfer from Advyzon to Salesforce?
Advyzon works in client records and Salesforce works in account and contact, plus whatever custom objects you built records. That is a re-modelling exercise, and it is the first decision, not a mapping detail. Grouping changes: Household, tied to portfolio and billing data becomes Account hierarchy and relationship objects. Somebody has to define what a group means in the target before load. Activity history moves with partial fidelity. Advyzon stores it as notes, tasks and workflow inside the platform; Salesforce expects tasks, events and emailmessage.
How long does a Advyzon to Salesforce migration take?
Six to twelve weeks is realistic for a clean mid-size move, and three to six months where Salesforce is being implemented at the same time. Firms with years of history in Advyzon should budget several weeks of cleanup before any data moves.
Who administers Salesforce afterwards?
A named Salesforce administrator. Name that person before you sign, because an unowned org drifts and the reporting advantage you bought disappears.
What are the compliance implications for advisory firms?
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A gap in client history is a finding, so keep the field map, the variance report and the sign-offs where an examiner can find them.