Any resources or project flowcharts for migrating from Salesforce?

Greetings all and thanks for this forum.
I am new to Corteza and have recently been assigned to a new team where I am tasked with investigating a possible migration from our existing Salesforce environment to Corteza.

Since Corteza appears to be a popular open-source destination for those leaving Salesforce, has anyone found a “best practice” model for migration? I was excited to read that an import of an environment appears possible so I’ll see what I can find for that in relation to our current Salesforce install.

In my DB engineer/developer background, I usually sandbox most things I work with on my homelab server environment so that I can gain some level of familiarity with them so I don’t fall on my face on the job. I didn’t see any capacity to download the Corteza product without making a request from my work email. As that project hasn’t been elevated to what my organization would consider “actionable,” I was reluctant to pull it down from my work email at this time but I’ll revisit that opinion with my leadership.

In the mean time, since there may be customizations required once the current Salesforce environment is migrated and we’re up on Corteza, is there a sandbox/training environment for the development tools of Corteza without having a local install (since homelab installations may be few)?

Many thanks in advance!

Hi @SeekerSG

Many thanks for joining our community and asking your questions. And apologies for taking a couple of days to get back to you.

Publishing some stuff around Salesforce migration has been on our radar for quite some time. It’s kind of bread and butter for Corteza consultants and it appears that no-one yet has had the motivation to post on the subject… Let me know if you need a discussion on the subject. I can be reached directly at niall.mccarthy@crust.tech.

I understand your reluctance to submit your work email, that sort of anonymity is important. However, we also just get flooded with spam enquiries if we let all email providers past the gate, unfortunately.

I’m pretty sure the guys at Elestio (Corteza fully managed open source service | Elest.io) will allow you to not use a work email if you need a cheap sandbox environment.

Kind regards,

Niall

No worries on the timing. We’re all busy “doing more with less” for as long as I can remember.

I’m not too concerned with anonymity but I have created sandboxes for products with which my company didn’t want to move forward and then we started getting spam all the way up the command chain all but demanding a meeting for a demo and I try to avoid that when possible.

I understand that there is likely an inclination not to publish all the “how to DIY” info if consultants are involved. Every time I ask a detailed and complicated question for my DB servers, all my IBM resources are like, “We see you have education credits available! You should come to Rochester and ask that question in one of our classes!” Sure… I’ll get right on that…

Thanks for the reply and I’m grateful to have the resource of this community to learn more about what Corteza has to offer!