Salesforce to Wealthbox Migration
What actually moves, what has to be rebuilt, and how to prove the result matches. Salesforce is the platform underneath Litify, Practifi and Financial Services Cloud, and a direct build in its own right; Wealthbox is the modern advisor CRM that has taken the independent RIA seat.
The hard part of this move is not the export. It is the difference in how the two systems think. In Salesforce the primary record is account and contact, plus whatever custom objects you built; in Wealthbox it is the contact. 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 Wealthbox in month two.
The two systems, side by side
| Salesforce | Wealthbox | |
|---|---|---|
| Primary record | Account and Contact, plus whatever custom objects you built | Contact |
| Grouping | Account hierarchy and relationship objects | Household, as a first-class record |
| Activity history | Salesforce Tasks, Events and EmailMessage | Notes, tasks, events and email history on the contact |
| Documents | Files and ContentDocument links, or an external DMS | Files on the contact or household |
| Getting data out | Reports and the Bulk API, one extract per object, reassembled on IDs. | CSV export, a documented API, and a migration team that maps the source for you. |
| Who administers it | A named Salesforce administrator. | None. An operations associate can run it. |
| Pricing | Platform license plus build; managed admin runs $2,500 to $9,000 a month. | Basic $59, Pro $75, Premier $99 per user per month, as published on its pricing page in September 2026; Enterprise custom. |
What breaks
- In Salesforce the primary record is account and contact, plus whatever custom objects you built; in Wealthbox it is the contact. That is a re-modelling exercise, and it is the first decision, not a mapping detail.
- Grouping changes: account hierarchy and relationship objects becomes household, as a first-class record. Somebody has to define what a group means in the target before load.
- Activity history moves with partial fidelity. Salesforce stores it as Salesforce Tasks, Events and EmailMessage; Wealthbox expects notes, tasks, events and email history on the contact.
- Logic held in Apex, Flows and validation rules leaves no trace in any export. Read it out of the org before you decommission it.
- 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 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.
Arriving in Wealthbox:
- Wealthbox documents that recurring-task future occurrences cannot be imported from Redtail.
- Contact Type absorbs the source system's status field, and Deceased or Inactive values also flip the Wealthbox Status field.
- Servicing and Writing Advisor fields are mapped to Assigned To or a custom contact role, which is a decision someone has to make.
The field map
| Concept | In Salesforce | In Wealthbox | What to watch |
|---|---|---|---|
| Primary record | Account and Contact, plus whatever custom objects you built | Contact | Different shape. Decide the mapping before any data moves. |
| Grouping | Account hierarchy and relationship objects | Household, as a first-class record | The target groups records differently, so grouping is created rather than copied. |
| Activity history | Salesforce Tasks, Events and EmailMessage | Notes, tasks, events and email history on the contact | Expect partial fidelity. Types, timestamps and authorship survive; structure often does not. |
| Documents | Files and ContentDocument links, or an external DMS | Files on the contact or household | 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 configuration | Two to six weeks |
| Ongoing administration | Absorbed by existing operations staff |
The upside of this direction is administrative. Salesforce assumes a named platform administrator and Wealthbox does not, so the ongoing cost drops as well as the license. The trade is expressiveness: any workflow encoded in the platform has to be rebuilt or given up.
The five phases
- Audit Salesforce. 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 Wealthbox 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 Salesforce, load, repoint every integration, unfreeze. Keep Salesforce read-only for at least a quarter.
- Reconcile. Compare Wealthbox to Salesforce 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 Salesforce, applies your field map, loads Wealthbox, 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 Wealthbox record with the right metadata, and the post-cutover hygiene that otherwise becomes someone's Monday.
Caddi automation for these systems: Salesforce and Wealthbox.
Related migrations
- Clio Grow to Salesforce
- Clio Manage to Salesforce
- Filevine to Salesforce
- Litify to Salesforce
- Redtail CRM to Salesforce
- Redtail CRM to Wealthbox
Caddi
See how Caddi AI Agents can move Salesforce into Wealthbox and reconcile every record
Frequently asked questions
How do you migrate from Salesforce to Wealthbox?
Audit the Salesforce data first, then map fields against fifty real records rather than against the schema, dry run the full set into a Wealthbox sandbox, cut over on a quiet window with writes frozen, and reconcile record by record afterwards. Reports and the Bulk API, one extract per object, reassembled on IDs. Wealthbox then needs the records loaded in dependency order, with documents as a separate pass.
What does not transfer from Salesforce to Wealthbox?
In Salesforce the primary record is account and contact, plus whatever custom objects you built; in Wealthbox it is the contact. That is a re-modelling exercise, and it is the first decision, not a mapping detail. Grouping changes: account hierarchy and relationship objects becomes household, as a first-class record. Somebody has to define what a group means in the target before load. Activity history moves with partial fidelity. Salesforce stores it as Salesforce Tasks, Events and EmailMessage; Wealthbox expects notes, tasks, events and email history on the contact.
How long does a Salesforce to Wealthbox migration take?
Six to twelve weeks is realistic for a clean mid-size move, and three to six months where Wealthbox is being implemented at the same time. Firms with years of history in Salesforce should budget several weeks of cleanup before any data moves.
Who administers Wealthbox afterwards?
None. An operations associate can run it. That is one of the reasons this move is lighter than a platform migration.
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.