How to migrate from Salesforce to Strkr in a weekend

If your Salesforce org fits in a certain shape, a weekend is enough time to move everything to Strkr and open Monday with your team on the new system. This is not a stunt. It is the shape of migration that Strkr was designed to handle, and the step-by-step below reflects what real customers do, not a vendor fantasy.

The shape that fits a weekend: Accounts, Contacts, Leads, Opportunities, up to a handful of custom objects, a reasonable number of custom fields, and workflow logic that can be rebuilt as Strkr Flows. If your org has 400 Apex classes, a managed package or two from AppExchange, and a Lightning Experience that was last touched by a certified admin in 2019, the weekend is not the right window. Plan for a sprint instead. The same migration pattern applies, it just takes longer.

The weekend plan below is written for the common case. Teams of five to fifty seats. One to five custom objects. Flow Builder processes that your ops lead can describe out loud. Nothing exotic.

Why the weekend works

Three things make a quick Salesforce migration possible on Strkr:

1. Native Salesforce migration tooling. Strkr ships a dependency-ordered import that pulls standard objects (Accounts, Contacts, Leads, Opportunities) and custom objects with field-level mapping. Lookups resolve correctly because the loader orders records by dependency. You do not write ETL code.
2. Custom objects on every plan. The object model you had in Salesforce ports directly. You do not pick a tier based on object support because the support is there from day one.
3. Flows that match the shape of Process Builder. If a Flow Builder flow fired on a record update, the Strkr Flow equivalent fires on the same shape. The vocabulary is different; the capability is the same.

That is the mechanism. Now the plan.

Friday evening: freeze the source

Before touching the destination, lock down what you are moving.

• Pick a Friday close-of-business. Tell the team “no new records in Salesforce after 6pm Friday.” Nobody loves this; nobody fights it when the alternative is manual reconciliation on Monday.
• Export the four standard objects to CSV via Salesforce Data Export: Accounts, Contacts, Leads, Opportunities. Include all fields. Keep the Salesforce IDs; you need them to resolve lookups later.
• Export each custom object the same way. Keep the record type and the owner id columns.
• Export two reference files: the user list and the active sales process definitions (stages, probabilities, forecast categories). These seed the Strkr workspace before records load.
• Snapshot any reports or dashboards you cannot live without. Screenshots are fine for the first week. You rebuild them in Strkr once records land.

If you have attachments or Notes & Attachments content under 50MB per record, export it. Over that, decide whether the historical attachment is worth the migration overhead. Most teams discover they used eight attachments total in two years of Salesforce and leave the rest behind.

Friday night: provision Strkr

Thirty minutes of setup while the CSVs download.

• Create the Strkr workspace at app.strkr.io. Pick the subdomain for your team.
• Invite your admins. Keep the rep invites for later. Nothing is live yet.
• Open Settings and create the custom objects you exported from Salesforce. Match the field names where possible so merge fields in templates do not break.
• Set up the sales pipeline. Stage names, probabilities, forecast categories. If you had multiple pipelines in Salesforce, create them all.
• Create the standard roles your team uses: AE, SDR, Sales Manager, CSM, Admin. Assign permissions. Strkr’s role model is lighter than Salesforce profiles, so expect to grant broader access than the Enterprise-era paranoia defaulted to.

By midnight you have an empty Strkr workspace shaped like your Salesforce org. No records. No users beyond admins. The structure is there.

Saturday morning: load the data

This is the longest step and the most mechanical.

1. Users first. Load the user export. Strkr maps Salesforce user ids to new Strkr user ids internally, which keeps the owner column on every subsequent import resolving correctly.
2. Accounts next. Accounts are the root of the lookup graph. They cannot depend on anything else, so they go first.
3. Contacts and Leads. Contacts depend on Accounts. Leads are standalone. Load them in parallel if your import tool lets you.
4. Opportunities. Depend on Accounts and Contacts. The pipeline stage from Salesforce maps to the Strkr stage you set up Friday night. Keep the Salesforce stage name as a custom field for the first week; your team will search by muscle memory.
5. Custom objects last. They depend on everything upstream.

Strkr’s migration loader runs this ordering automatically if you point it at the Salesforce export set. Manual CSV load works too; the ordering just has to be yours.

Expect to find three categories of problems:

• Fields that did not import. Usually a type mismatch. A Salesforce picklist with 400 values hits Strkr’s picklist limit; truncate the long tail or convert to free text.
• Owners that do not resolve. Users who left the company and were never deactivated in Salesforce. Reassign them to a “Legacy” placeholder user and clean up Monday.
• Lookups that point nowhere. Records whose parent was deleted but whose lookup field survived. Null them out; your reports already learned to live without them.

Nothing on this list requires engineering help. A product-literate ops lead handles it.

Saturday afternoon: rebuild the automations

Flow Builder processes map to Strkr Flows almost one-for-one. The vocabulary changes but the shape stays.

• A Salesforce “When record updated, update field X” becomes a Strkr Flow with trigger “Record updated” and action “Update field.”
• A Salesforce “When record created, send email alert” becomes a Strkr Flow with trigger “Record created” and action “Send email.”
• A Salesforce approval process becomes a Strkr Flow with a conditional branch, a manual-approval step, and a resume path.

Write them down first. One sheet of paper, one row per Salesforce automation. Rebuild in Strkr by Saturday evening. Test each one with a dummy record before Sunday. The automations are usually what breaks silently in a migration, so verify every single one before users touch the system.

Sunday: rehearse

The weekend’s riskiest step is rushing to open the doors Monday without a dry run.

• Pick five test records. Walk them through the full lifecycle in Strkr: lead creation, conversion to contact and account, opportunity creation, pipeline moves, close won.
• Verify the forecast rolls up correctly.
• Fire one of each rebuilt flow. Confirm the right person gets the right notification.
• Spot-check report numbers against the Salesforce snapshot. Totals should match within a few percent on anything other than deliberately-truncated fields. Investigate anything larger.

If something is off, you have Sunday to fix it. Shipping with “we will catch it next week” rarely happens; teams catch the issue three weeks later during a QBR and have to retro the data.

Monday morning: open the doors

Send the kickoff email Sunday night. Include the Strkr sign-in URL, each rep’s username, and a short list of what moved and what did not.

Keep the Salesforce org read-only for thirty days. You do not need it, but your team will refer to it. On day thirty, export one final backup and shut it down.

Expect three categories of first-week friction:

• Muscle-memory misses. Reps looking for the sidebar item in the Salesforce place. One Loom video on the first morning saves ten support pings.
• Reports that look different. The number is correct; the layout is new. Rebuild the three reports your team opens daily; let the rest come as asked.
• One automation that behaves subtly differently. Usually a timing issue. Strkr Flows run synchronously by default; Salesforce Process Builder had asynchronous steps. Add a wait if the ordering surprises you.

By end of week one, most teams no longer open Salesforce. By end of month one, the muscle memory has shifted.

What the weekend will not fix

A fast migration moves data and automation. It does not fix the underlying hygiene problems your Salesforce org accumulated.

• Duplicate accounts stay duplicate until someone merges them.
• Deals with wrong stages stay wrong-staged until someone audits them.
• Reports that lied in Salesforce lie in Strkr too. Rebuild the ones you depend on with new logic.
• Processes that were theoretical in Salesforce stay theoretical in Strkr. Writing them down is a separate project.

The migration is the easy part. The hygiene is a quarter of work no CRM switch avoids.

When to stretch the timeline

Skip the weekend plan if any of these are true:

• You have more than fifteen custom objects.
• Your Salesforce org has active managed packages you cannot drop.
• Your sales motion depends on Einstein forecasts; you need time to backfill in Strkr first and compare.
• You are regulated and need a formal data-migration audit trail; schedule the migration as a project with documentation.

For the common case, two days of focused work is enough. The hard part of switching CRMs is not the import. It is the organizational agreement that you are switching, that this is the stop date, and that the new system is where the work is now. Decide that part first; the weekend plan handles the rest.

Ready to try it?

Strkr’s trial includes the Salesforce migration loader. Start a 14-day trial, export your four standard objects, and run the import against a sandbox workspace. If the preview looks right, you commit on Friday. If it does not, you walk away with a CSV folder and no bill. That is how a migration should feel.