Migrate from Redtail to Salesforce Financial Services Cloud
Upgrade from Redtail to Salesforce FSC with zero data loss. Our specialized process has successfully migrated hundreds of RIAs and financial advisory firms to Salesforce's enterprise platform.
Why RIAs Migrate from Redtail to Salesforce
While Redtail remains popular, growing RIAs need the advanced capabilities that only Salesforce provides
Limited Customization
Redtail's rigid structure makes it difficult to adapt to unique business processes, while Salesforce offers unlimited customization
Basic Reporting
Redtail's reporting capabilities are limited compared to Salesforce's advanced analytics, dashboards, and AI-powered insights
Scalability Constraints
Growing firms outgrow Redtail's capabilities and need an enterprise platform that scales with business growth
Outdated Technology
Redtail's aging platform lacks modern features like AI, mobile optimization, and advanced automation available in Salesforce
Our Redtail Migration Process
A proven 5-phase approach designed specifically for Redtail's data structure and workflows
Discovery & Data Assessment
We audit your Redtail environment including contacts, households, categories, workflows, integrations, and custom fields. We analyze data quality, identify potential issues, and create a detailed migration roadmap with timeline and resource requirements.
Salesforce Configuration & Mapping
Configure Salesforce Financial Services Cloud to mirror and improve upon your Redtail structure. Map all fields, categories, and relationships. Design enhanced workflows and automations that leverage Salesforce capabilities beyond what Redtail offers.
Test Migration & User Validation
Execute multiple test migrations to validate data accuracy. Your team reviews migrated data in a sandbox environment, testing workflows and reporting. We iterate based on feedback until achieving 100% stakeholder approval.
Production Migration & Cutover
Perform the final production migration during your scheduled maintenance window. Execute real-time validation checks, verify data integrity, and ensure all systems are operational before user access is granted.
Training & Stabilization Support
Deliver comprehensive role-based training comparing Redtail and Salesforce workflows. Provide 30-day post-migration support including issue resolution, workflow optimization, and additional training as needed.
Why Choose Vantage Point for Your Redtail Migration
Specialized expertise in migrating RIAs and financial advisors from Redtail to Salesforce FSC
Zero Data Loss
Our proven migration methodology ensures 100% data integrity with comprehensive validation at every stage
Fast Implementation
Complete migrations in 4-8 weeks with structured approach and minimal business disruption
Redtail-Specific Training
Training designed for Redtail users, highlighting differences and improvements in Salesforce workflows
Complete Documentation
Detailed field mapping, workflow documentation, and administrator guides for ongoing Salesforce management
Complete Data Migration from Redtail
We migrate every component of your Redtail CRM to Salesforce Financial Services Cloud
Contacts & Relationships
- All contact records
- Household structures
- Categories and tags
- Related contacts and advisors
Activities & Communications
- Email history
- Notes and tasks
- Calendar events
- Phone call logs
Workflows & Automations
- Workflow analysis
- Automation recreation
- Enhanced capabilities
- Process optimization
Custom Fields & Data
- All custom fields
- User-defined fields
- Picklist values
- Field dependencies
Documents & Files
- Client documents
- Email attachments
- File organization
- Access controls
Opportunities & Pipeline
- Sales opportunities
- Pipeline stages
- Revenue tracking
- Conversion history
Frequently Asked Questions
Common questions about migrating from Redtail to Salesforce
How long does a Redtail to Salesforce migration typically take?
Most Redtail migrations complete in 4-8 weeks. This includes initial discovery and planning (1 week), field mapping and data transformation (1-2 weeks), test migrations and validation (2-3 weeks), and production migration with user training (1-2 weeks). Timeline varies based on data volume, customizations, and integration complexity.
Will our Redtail workflows and automations transfer to Salesforce?
Redtail workflows cannot be directly migrated, but we rebuild equivalent and often improved automations in Salesforce. During discovery, we analyze your Redtail workflows and recreate them using Salesforce Flow, Process Builder, or Apex, typically resulting in more sophisticated and reliable automation.
How do you handle Redtail categories and tags in Salesforce?
We map Redtail categories and tags to Salesforce's more flexible tagging and classification system. This typically involves creating custom picklist fields, record types, or utilizing Salesforce's native tagging capabilities, providing better reporting and segmentation than Redtail's category system.
Can we migrate our Redtail email history and attachments?
Yes. We migrate all email history, notes, and attachments from Redtail to Salesforce. Emails are preserved in the activity timeline, and attachments are stored in Salesforce Files with proper organization and access controls. We also maintain the relationship between emails and their associated contacts.
What happens to our Redtail integrations after migration?
We help you transition to Salesforce-compatible integrations. Most popular tools that integrate with Redtail also have Salesforce integrations, often with more features. We identify your critical integrations during discovery and coordinate the transition, including data mapping and authentication setup.
Do you provide Redtail comparison training for users?
Yes. Our training explicitly compares Redtail and Salesforce workflows, showing users how to accomplish their daily tasks in the new system. We provide role-based training highlighting improvements over Redtail, ensuring smooth adoption and minimizing resistance to change.
Ready to Migrate from Redtail to Salesforce?
Let's discuss your Redtail migration needs and create a comprehensive plan for a successful transition to Salesforce FSC