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.
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