Short answer
Moving from Practifi to native Salesforce Financial Services Cloud replaces a managed-package wealth CRM with Salesforce's own FSC data model. Because both run on Salesforce, the move is mostly a data model and configuration migration: Practifi objects and automation are mapped to FSC households, financial accounts, action plans and flows.
Why firms make this move
Practifi gives wealth firms a packaged CRM on top of Salesforce. Some firms outgrow the package or want to use Salesforce's newest FSC and Agentforce capabilities directly, without an extra licence layer. Others decide to stay. The right answer depends on how much of Practifi's functionality the firm actually uses and what it would cost to rebuild.
We start with a comparison of staying versus moving, then plan the migration in the same org or into a new org.
What moves
- Households, clients and relationships
- Financial accounts and holdings
- Activities, notes and service requests
- Practifi processes rebuilt as action plans and flows
- Reports, dashboards and integrations
How the data maps
| From | To |
|---|---|
| Practifi entity / household | FSC household (account) and members |
| Practifi financial account | FSC financial account |
| Practifi process | Action plan or flow |
| Practifi service request | Case |
| Custom Practifi fields | FSC standard or custom fields |
What to watch out for
- Practifi package objects and automation that reports depend on
- Integrations pointed at Practifi objects
- Licence timing for the package
- User retraining on the FSC interface
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 8 to 14 weeks, depending on how much of Practifi is in use and whether the move is in place or to a new org.
Frequently asked questions
Do we have to leave our Salesforce org?
Not necessarily. Many Practifi to FSC moves happen in the same org, with both data models side by side during the transition.
Is it cheaper to stay on Practifi?
Sometimes. We compare the cost of the package against the cost of rebuilding the functionality you use before recommending a move.