Migrate from Junxure to Salesforce Financial Services Cloud
Upgrade from Junxure to Salesforce FSC with zero data loss. Our specialized migration process has successfully transitioned hundreds of wealth management and RIA firms to Salesforce's enterprise platform.
Why Financial Advisors Migrate from Junxure
While Junxure served advisors well for years, modern RIAs need enterprise-grade CRM capabilities
Limited Modern Features
Junxure lacks modern CRM capabilities like AI, mobile optimization, and advanced automation available in Salesforce FSC
Integration Constraints
Limited API capabilities make it difficult to integrate Junxure with modern financial planning and compliance tools
Poor Mobile Experience
Advisors need mobile-first CRM access that Junxure cannot provide, limiting productivity in client meetings
Scalability Concerns
Growing RIAs outgrow Junxure's capabilities and need an enterprise platform that scales with their business
Our Junxure Migration Process
A proven 5-phase approach designed specifically for Junxure data structures and financial services requirements
Initial Assessment & Discovery
We analyze your Junxure database structure, data volume, customizations, and workflows. This includes auditing custom fields, relationship structures, document storage, and integration points to create a comprehensive migration plan.
Field Mapping & Data Transformation
Create detailed field-level mapping between Junxure and Salesforce Financial Services Cloud. Define data transformation rules, establish household structures, map custom fields, and design the target Salesforce data model.
Test Migration & Validation
Perform multiple test migrations to a sandbox environment. Validate data accuracy, test household relationships, review documents and notes, and conduct user acceptance testing. Iterate and refine until all stakeholders approve.
Production Migration & Go-Live
Execute the final production migration during a scheduled downtime window. Perform real-time validation, conduct post-migration verification, and provide immediate user support to ensure a smooth transition.
Post-Migration Support & Optimization
Provide 30-day stabilization support including data quality monitoring, user training, issue resolution, and workflow optimization. Document all processes and ensure your team is confident using Salesforce.
Why Choose Vantage Point for Your Junxure Migration
Specialized expertise in migrating financial services firms from Junxure to Salesforce FSC
Zero Data Loss Guarantee
Our proven methodology ensures 100% data integrity with comprehensive validation at every migration phase
4-8 Week Timeline
Structured process delivers completed migrations in 4-8 weeks with minimal business disruption
Comprehensive Training
Role-based training ensures your team is confident and productive from day one on Salesforce
Complete Documentation
Detailed field mapping, process documentation, and runbooks for ongoing Salesforce administration
Complete Data Migration from Junxure
We migrate every aspect of your Junxure database to Salesforce Financial Services Cloud
Contacts & Households
- All client and prospect records
- Household structures and relationships
- Custom fields and data points
- Contact roles and advisor assignments
Accounts & Opportunities
- Account hierarchies
- Opportunity pipelines and stages
- Financial accounts and positions
- Revenue and AUM tracking
Activities & History
- Notes and correspondence
- Task history and calendars
- Document attachments
- Activity timeline and logs
Custom Objects & Fields
- All custom Junxure fields
- Custom object data
- Lookup relationships
- Picklist values and options
Documents & Files
- Client documents
- Folder structures
- File metadata
- Access permissions
Workflows & Rules
- Workflow analysis
- Automation recreation
- Business rules mapping
- Process optimization
Frequently Asked Questions
Common questions about migrating from Junxure to Salesforce
How long does a Junxure to Salesforce migration take?
A typical Junxure migration takes 4-8 weeks depending on data volume and customizations. This includes discovery (1 week), field mapping and transformation rules (1-2 weeks), test migration and validation (2-3 weeks), and production migration with support (1-2 weeks). Larger implementations with 50,000+ contacts may take up to 10-12 weeks.
Will we lose our custom fields and data relationships?
No. We map all Junxure custom fields to equivalent Salesforce custom fields, preserving your data structure. Client-household relationships, advisor assignments, account hierarchies, and all custom data fields are carefully mapped and validated during test migrations to ensure 100% accuracy.
Can we migrate our documents and notes from Junxure?
Yes. We migrate all documents, notes, activities, tasks, and correspondence from Junxure to Salesforce. Documents are uploaded to Salesforce Files, and notes are converted to Salesforce Notes or preserved in a custom object if needed. We also maintain document folder structures and access permissions.
What happens to our Junxure workflows and automations?
Junxure workflows cannot be directly migrated, but we rebuild equivalent automations in Salesforce using Process Builder, Flow, or Apex. We analyze your existing workflows during discovery and design improved versions that leverage Salesforce's superior automation capabilities, often resulting in more efficient processes.
Do you provide training on Salesforce after migration?
Yes. Migration projects include comprehensive user training tailored to your team's needs. We provide role-based training for advisors, service teams, and administrators, focusing on daily workflows and highlighting improvements over Junxure. Training includes recorded sessions, documentation, and post-go-live support.
How do you handle Junxure's household structure in Salesforce?
We leverage Salesforce Financial Services Cloud's native household account model, which is more flexible and powerful than Junxure's structure. Client relationships, dependent information, and household groupings are mapped to FSC's relationship model, giving you enhanced reporting and relationship management capabilities.
Ready to Migrate from Junxure to Salesforce?
Let's discuss your Junxure migration needs and create a detailed plan for a successful transition to Salesforce FSC