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Migration ToolingCRM transformation

Salesforce Metadata Archive

A Salesforce configuration and metadata archive that preserved years of business logic before the SugarCRM cutover.

Role Built end-to-end

During the Salesforce-to-SugarCRM migration, this platform preserved years of business logic before cutover — objects, fields, automations, approval flows, code, and templates — in a searchable web interface modeled after Salesforce Setup, with AI explanations and mapping assistance.

What it does

  • Extracts everything — objects, fields, automations, approval flows, code, and templates.
  • Salesforce-Setup-style UI for browsing the full configuration.
  • AI explanations — complex workflows described in plain English, with SugarCRM mapping suggestions.
  • Semantic search across legacy CRM logic — finds intent, not just keywords.
  • Side-by-side field-mapping workspace for the migration team.
Why it mattersCRM migrations fail when business logic disappears into tribal knowledge. This tool was the black-box recorder for Salesforce, reducing migration risk and preserving operational context.
Built with
TypeScriptNode.jsNext.jsSQLiteSalesforce Metadata API