---
title: "Migrate from Redtail CRM to Salesforce Financial Services Cloud | ClonePartner"
description: "Seamless Redtail CRM to Salesforce Financial Services Cloud migration. Engineer-led, zero downtime, 100% data accuracy."
source: Redtail CRM
target: Salesforce Financial Services Cloud
canonical: "https://clonepartner.com/migrate/redtail-crm-to-salesforce-financial-services-cloud/"
---

# Redtail CRM → Salesforce Financial Services Cloud migration

Seamless Redtail CRM to Salesforce Financial Services Cloud migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Redtail CRM) → **Contact** (Salesforce Financial Services Cloud)
- **Accounts** (Redtail CRM) → **Account** (Salesforce Financial Services Cloud)
- **Activities** (Redtail CRM) → **Task** (Salesforce Financial Services Cloud)
- **Notes** (Redtail CRM) → **Document** (Salesforce Financial Services Cloud)
- **Opportunities** (Redtail CRM) → **Opportunity** (Salesforce Financial Services Cloud)
- **Contact Relationships** (Redtail CRM) → **ContactContactRelation__c** (Salesforce Financial Services Cloud)
- **Service Cases** (Redtail CRM) → **Case** (Salesforce Financial Services Cloud)
- **Calendar Events** (Redtail CRM) → **Event** (Salesforce Financial Services Cloud)
- **Campaign Lists** (Redtail CRM) → **Campaign** (Salesforce Financial Services Cloud)
- **Documents** (Redtail CRM) → **Document** (Salesforce Financial Services Cloud)
- **Plans** (Redtail CRM) → **FinancialGoal__c** (Salesforce Financial Services Cloud)
- **Referrals** (Redtail CRM) → **Lead** (Salesforce Financial Services Cloud)
- **Tags** (Redtail CRM) → **Custom Object (Tag__c) or Salesforce Topics / Custom Multi-Select Picklist** (Salesforce Financial Services Cloud)
- **Workflows** (Redtail CRM) → **ActionPlan** (Salesforce Financial Services Cloud)
- **Users** (Redtail CRM) → **User (Standard Salesforce User Object)** (Salesforce Financial Services Cloud)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Redtail CRM → Salesforce Financial Services Cloud migration.