Level Four Advisors
A Texas-based RIA switching from Redtail to Salesforce Financial Services Cloud needed their complete client database moved cleanly and accurately — households, contacts, accounts, financial accounts, notes, tasks, events, and more. Cloud Nerd delivered in ten days.
Engagement at a glance
Salesforce FSCComplete migration from kickoff to verified go-live
Object types migrated from Redtail to Salesforce FSC
Success logs delivered for every data import
Full Redtail dataset migrated to Salesforce
Level Four Advisors had committed to Salesforce FSC as their new CRM but faced the critical challenge of moving years of client data from Redtail — including households, individual and business contacts, financial accounts, opportunities, notes, tasks, and calendar events — without data loss, duplication, or mapping errors that could disrupt advisor workflows.
Cloud Nerd executed a structured Redtail-to-FSC migration: extracting the full database, formatting all CSV files to Salesforce's import specifications, mapping Redtail fields to FSC object schemas, and importing all 12 object types with verification at each stage. Success logs were delivered to the client after every import run.
Level Four Advisors launched on Salesforce FSC with their complete client history intact — every household, contact, financial account, note, task, and event migrated cleanly. Advisors started in production on day one with zero manual re-entry.
Redtail's data model doesn't map directly to Salesforce FSC. Households, individual contacts, business accounts, financial accounts, and relationship records all required custom field mapping before they could be imported into FSC's structure.
Client financial data must be complete and accurate. Any missing records, broken relationships, or field mapping errors would impact advisor trust in the new system from day one.
Cloud Nerd extracted the complete Redtail database, converted all records to CSV format, applied basic Salesforce formatting, and built the mapping document for all 12 object types.
Cloud Nerd executed all 12 object imports into Salesforce FSC, delivered success logs for each, and worked with the client team to verify accuracy before go-live.
Object types migrated from Redtail to Salesforce FSC
Kickoff to verified production go-live
Advisors working in FSC from day one with complete historical data
Delivered for every single import run — full audit trail
What's next
Level Four Advisors is expanding their Salesforce FSC configuration with custom advisor workflows and client portal capabilities using Salesforce Experience Cloud.
Technologies in this engagement
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