Skip to content

Best Practices, Limitations,  Options, and More...

Salesforce to monday sales CRM migration

salesforce to monday

What are my options for

converting Salesforce to monday CRM?


When transitioning from Salesforce to monday sales CRM, businesses often encounter a significant challenge in aligning their data structures. Salesforce follows the classic data structure, including Contacts, Leads, Accounts, and Opportunities, while monday sales CRM offers complete customization from the start. However, with the powerful data migration application and professional services teams from Trujay, mapping data objects from Salesforce and transforming them into "Boards" and "Items" within monday sales CRM becomes a seamless process.

This article will explore how Trujay empowers businesses to migrate and transform their data structure, enabling a smooth transition to monday sales CRM. Smooth data migration is a critical step when transitioning from one CRM system to another. With Trujay's innovative data migration application, businesses can seamlessly move their valuable data from Salesforce to monday sales CRM. 

Trujay offers flexible migration options to cater to the diverse needs of its customers. Let's take a closer look at the three migration options available:

  • Self-Service Data Migration
  • Guided Support
  • Custom Data Migration

Estimate your Salesforce database

Option 1

Self-Service Data Migration

Trujay's migration application ensures a smooth and accurate data transfer from Salesforce to monday sales CRM. The application handles complex data mapping and transformation processes, preserving data integrity throughout the migration. However, if you require assistance or have complex migration needs, Trujay also provides professional services and support to help you through the migration process.

[Related Article: Top 10 Features of Trujay's Data Migration Wizard]


Option 2

Guided Support

Trujay's professional services teams provide expert guidance throughout the data migration process. They understand the nuances of both Salesforce and monday sales CRM, enabling them to map data objects effectively and advise on the best transformation strategies for your specific business needs.

Option 3

Custom Data Migration

monday sales CRM's customizable framework allows businesses to tailor their data structure to match their unique workflows. Trujay's migration application and professional services teams leverage this flexibility to transform Salesforce data objects into monday sales CRM's Boards and Items, ensuring a seamless fit with your business processes.


Option 1: Self-Service Data Migration

Trujay's self-service data migration app empowers businesses to migrate their data independently. With just a few clicks, users can initiate the migration process through the user-friendly platform. This option is ideal for those who prefer a do-it-yourself approach and want to maintain control over the migration timeline and process. The self-service option is not only cost-effective but also provides a swift data migration experience. Customers can expect completion within a few days, with prices ranging from $199 to $1,999.

Try it for free

Free Sample Migration Demo Video

Option 2: Guided Support

For businesses seeking expert guidance during the data migration process, Trujay offers guided support through its professional services team. A skilled migration specialist will work closely with customers, ensuring a seamless transition from Salesforce to monday sales CRM. Trujay's professionals will navigate the data migration wizard through personalized assistance, mapping and testing data to guarantee accuracy and efficiency. With prices ranging from $1,499 to $2,599, this option provides a comprehensive and tailored migration experience. The timeline typically spans one to one and a half weeks, allowing for meticulous attention to detail.

Contact us     Try it for free

Step by Step screens of Trujay’s Self Service Migration Wizard

Option 3: Custom Data Migration

For a comprehensive and fully managed data migration experience, Trujay's custom data migration service is the ultimate choice. The Trujay team will handle the entire migration process, leaving customers free to focus on their core business operations. By leveraging their expertise, Trujay ensures a seamless and error-free transfer of data from Salesforce to monday sales CRM. With prices ranging from $2,500 to $9,000, this option provides a complete end-to-end solution. The custom data migration service typically takes approximately three weeks to complete, enabling a meticulous and comprehensive transfer of data.

Discuss with Migration Expert    


Knowledge Base

What is a Sample Migration?

Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.

You can change options and rerun the sample migration as many times as you need.

How does Free Sample work?

During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.

What happens after the Sample Migration is complete?

Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.

What is a Guided Migration?

A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you. 

This is an excellent option for people that need an extra layer of support with their migration.


  • Everything in Wizard
  • Customer Success Manager
  • Mapping Verification
  • Quality Assurance
  • 1 - 2 Week Delivery

What is a Record?

A Record is the data item that exists in the CRM's system

  • 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
  • 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

  • 1 account
  • 2 tasks
  • 3 emails
  • 2 notes.

In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.

What is a Delta Migration?

A delta migration is the final migration performed during your custom migration process.

It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch. 

What are my options?

Data cleansing


You can clean up the data yourself in the Salesforce portal. This will require some effort and time on your side, however it will have no additional cost.


You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to monday CRM, they can write custom scripts to only migrate what you specify.


You can clean the data post-migration and should be relatively easy with monday CRM’s segmenting tools. Create the filters or custom views and then delete!

What are my options?

Salesforce to monday CRM: Objects

Here's how Trujay enables a successful data structure transformation:  data migration application provides a robust set of tools and features to map and transform data objects from Salesforce to the flexible structure of monday sales CRM. Salesforce's classic data structure, encompassing Contacts, Accounts, and Opportunities, provides a solid foundation for managing customer relationships and sales processes.

However, to truly unlock the full potential of your business, you need a CRM that offers complete customization capabilities. This is where monday CRM, powered by Trujay, excels. By seamlessly mapping Salesforce's data objects onto monday CRM's dynamic platform, Trujay facilitates a smooth transition from traditional "Boards," "Groups," and "Items." This integration ensures that you can effortlessly maintain the continuity of your customer relationships and sales processes. What sets monday CRM apart is its unparalleled flexibility and adaptability.

Trujay's migration application includes data validation and testing features, allowing businesses to verify the accuracy and completeness of the transformed data structure before the final migration. This ensures a successful transition and minimizes any potential disruptions or data inconsistencies.

Estimate your Salesforce database

Onboarding Icon-1


There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.

Onboarding Icon-1

Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email ( or From there you can mark and remove those and these costs are pretty minimal as well.

Group 4150

You have options

To wrap up

Trujay's data migration solutions offer businesses a range of options to smoothly transition their valuable data from Salesforce to monday sales CRM. Whether businesses opt for the self-service app, guided support, or the comprehensive custom migration service, Trujay guarantees an efficient and seamless process. With prices tailored to suit various budgets and migration timelines aligned to meet specific requirements, Trujay empowers businesses to make a hassle-free CRM transition. Trust Trujay to handle your data migration needs and embark on a new era of productivity and growth with monday sales CRM.

Contact us    Try it for free