SALESFORCE MIGRATIONS

Move to Salesforce without bringing the mess with you.

Redpath helps higher education and mission-driven organizations migrate critical data into Salesforce with the planning, cleanup, mapping, validation, and change support needed to launch with confidence.

Including Raiser’s Edge to Salesforce migrations, handled with the care high-stakes data deserves.

WHEN MIGRATION SUPPORT FITS

Migration is the moment to clean up what has been slowing you down.

A move to Salesforce is more than a system change. It is a chance to fix the data, reporting, and process problems that made the old system hard to trust.

You are moving from Raiser’s Edge.

Advancement, fundraising, donor, gift, campaign, appeal, and relationship data need careful mapping into Salesforce.

You are leaving a legacy CRM.

The current system no longer supports the work, but years of useful history still need to move.

Your data is messy.

Duplicates, inconsistent fields, missing values, and old structures need cleanup before they become Salesforce problems.

Your team needs confidence.

Users and leaders need to trust that the migration preserved what matters and improved what was broken.

You need reporting to work on day one.

Migration has to support dashboards, reconciliation, stewardship, pipeline, and leadership visibility.

RAISER’S EDGE TO SALESFORCE

Raiser’s Edge migrations need more than a data export.

Raiser’s Edge data often carries years of fundraising history, relationship context, campaign structures, gift records, notes, codes, and reporting habits. Moving that data into Salesforce takes more than field mapping. It takes decisions about how advancement work should live in Salesforce going forward.

What Redpath helps with

Donor and constituent dataGift historyCampaigns, funds, appeals, and designationsHousehold and organization relationshipsNotes and activity historyCodes, attributes, and custom fieldsDuplicate managementData validation and reconciliationReporting continuityStaff readiness and adoption
THE REDPATH MIGRATION POINT OF VIEW

The goal is not all the data. The goal is trusted data.

Not every field deserves a new home. Not every historical workaround should become part of the Salesforce future. Redpath helps teams make practical migration decisions so Salesforce starts clean, usable, and ready for the work ahead.

We challenge what should come over.

Some data should migrate. Some should be archived. Some should be cleaned first. We help make those calls clearly.

We protect what matters.

Gift history, donor relationships, institutional memory, and reporting continuity deserve careful handling.

We build for post-migration use.

The migration is only successful if staff can trust the data, use the system, and report with confidence after launch.

HOW REDPATH WORKS

A migration path with fewer surprises.

01

Assess

Review current systems, data quality, reporting needs, migration risks, and what success has to look like.

02

Map

Define how source data should translate into Salesforce objects, fields, relationships, and reporting structures.

03

Clean

Identify duplicates, inconsistencies, unused fields, legacy clutter, and data decisions that need owner input.

04

Migrate

Move data through a controlled process with test loads, validation, reconciliation, and stakeholder review.

05

Launch

Support users, reports, dashboards, and early fixes so the new system starts with confidence.

WHAT YOU GET

A cleaner Salesforce foundation.

Deliverables can include:

Migration readiness assessment
Source-system inventory
Data mapping plan
Cleanup recommendations
AI- and Data Cloud-ready data structure
Test migration plan
Validation and reconciliation approach
Cutover plan
Salesforce reporting checks
Post-migration support plan

The outcome should be simple: your team knows what moved, what changed, what was cleaned, and how to trust Salesforce after launch.

BEST-FIT MIGRATION PROJECTS

Where Redpath migration support is especially useful.

Raiser’s Edge to Salesforce

For higher-ed advancement and nonprofit fundraising teams moving donor, gift, campaign, and relationship data.

Legacy CRM to Salesforce

For organizations leaving older systems that no longer support their operating model.

Messy Data Cleanup Before Salesforce

For teams that need to clean, deduplicate, standardize, and simplify before implementation.

Post-Migration Stabilization

For teams that already migrated but are struggling with trust, reporting, adoption, or data quality.

NEXT STEPS

Planning a move to Salesforce? Start with the data.

Redpath can help you understand migration risk, clean up what matters, and move into Salesforce with a foundation your team can trust.