Short answer
Moving from Salentica, the Dynamics 365-based wealth CRM, to Salesforce Financial Services Cloud migrates households, contacts, accounts, activities and processes from Dynamics entities into the FSC data model and rebuilds automation in Salesforce Flow.
Why firms make this move
Salentica built wealth management functionality on Microsoft Dynamics. Firms move to FSC for Salesforce's wealth ecosystem, AI capabilities and integration options. The project combines a Dynamics-to-Salesforce data migration with a wealth-specific design for households, financial accounts and service processes.
What moves
- Households, contacts and relationships
- Financial accounts and holdings
- Activities, notes and emails
- Processes and workflows
- Custom entities and option sets
How the data maps
| From | To |
|---|---|
| Household entity | FSC household |
| Contact | Person account |
| Financial account | FSC financial account |
| Option set | Picklist |
| Dynamics workflow / Power Automate | Flow |
What to watch out for
- Option set value translation
- Outlook integration changes for users
- Power Automate flows touching other Microsoft systems
- Custodian feeds that must be re-pointed
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 10 to 16 weeks.
Frequently asked questions
Will Outlook still work?
Yes. Salesforce integrates with Outlook and Microsoft 365 for email and calendar.
Can custodian feeds move with us?
Yes. Custodian and portfolio feeds are re-pointed to FSC financial accounts as part of the migration.