Data Migration Overview
How data moved from Salesforce to the ANC CRM.
Data Migration — Overview
The CRM holds a near-complete mirror of ANC's Salesforce data. Migration was completed in April 2026.
What came over
| From SF | To CRM | Records |
|---|---|---|
| Accounts | Companies | 3,730 |
| Contacts | People | 19,966 |
| Opportunities | Opportunities | 8,360 |
| Revenue_Tracker__c | opportunityRevenueSplit | 5,160 |
| Revenue_Tracker__c (orphan rows) | opportunityTeamAllocation | 472 |
| Service Tickets | serviceTicket | 3,900 |
| Design Requests | designRequest | 20,174 |
| Venues | venue | 374 |
Revenue committed (migrated total):
- 2026: ~$470M (81% of SF's $578M)
- 2027: ~$356M (81% of SF's $438M)
- 2028: ~$113M (81% of SF's $139M)
The 81% gap represents SF revenue rows where the Account didn't match a Company by name — flagged for manual triage.
Cleanups performed during migration
1. 607 stale opportunities soft-deleted
Criteria: stage=CUSTOMER + bidStatus IN (LOST, NO_BID) + dealValue IS NULL. These were zombie records with no business value. Recovery file: /root/twenty-backups/junk-deleted-opps-1776448037.txt. Reversible.
2. 20 duplicate Companies merged
Team + team-with-venue pairs. Canonical record kept; linked opps, people, venues moved; duplicate soft-deleted. Merges include: Pacers, Penguins, Cavaliers, 76ers, Stars, Cyclones, Brewers, Trail Blazers, Commanders, Pelicans, Bruins, Tigers, Royals, Liverpool FC, Dodgers, Rainiers, Rays, Temple, Nationals, Montana.
3. Pre-2021 data pending deletion
Data prior to 2021 is flagged for removal — 256 pre-2021 opps and 876 pre-2022 opps queued, with the exact cutoff year pending executive sign-off.
4. Due date + completion date backfilled
191 opportunities had proposalDueDate backfilled from SF; 336 had substantialCompletionDate backfilled. Existing CRM values were not overwritten.
Three-vertical roll-up
SF maintained 5 RecordTypes. The CRM rolls them up into the three verticals the business actually operates in:
| Vertical | CRM value | SF RecordTypes |
|---|---|---|
| Technology | TECHNOLOGY | Technology · LiveSync Hardware · LiveSync Software · Portables · Products |
| Venue Services | VENUE_SERVICES | Service |
| Media & Sponsorship | MEDIA_SPONSORSHIP | Ad Sales · Graphics · Content · Feeds |
Salesforce access (read-only, ongoing)
Salesforce is read-only for cross-reference only. Never create, update, or delete records there. Credentials at /root/.sf-creds.
Typical use: verify a count, look up a record that didn't migrate, check a field that wasn't mapped yet.
What's next
- Pre-2021 cutoff deletion (pending final year decision)
- 223 venues still unlinked to a Company (81/374 → 152/374 linked so far)
- Email → Opportunity workflow with Company existence check (Phase 2, ~1 week)
- Accounting integration + probability-weighted forecasting (Phase 2, ~2 days)