ServiceMax to Salesforce Field Service Conversion & Data Migration
Technical Architect
Tech Stack
Salesforce Field ServiceSales CloudServiceMaxData LoaderData Migration
Overview
Salesforce Field Service implementation that converted every working ServiceMax process into Salesforce for a business merger and acquisition. Once ServiceMax products and processes were mapped to the Field Service data model and the conversion updates were applied, the sales and service data was migrated into Salesforce.
Key Responsibilities and Achievements
- Served as Technical Architect, leading solution design and delivery across Salesforce Sales Cloud and Field Service.
- Led a team of four developers and one QA, ensuring code quality, timely delivery, and successful release execution.
- Directed the ServiceMax to Salesforce Field Service conversion, configuring Work Orders, Service Appointments, and core Field Service processes.
- Mapped ServiceMax products, objects and processes to the Salesforce Field Service data model and applied the conversion updates ahead of migration.
- Designed and executed data migration and consolidation for sales and service records after product mapping was complete.
- Maintained regular communication with clients and business stakeholders, driving alignment and resolving issues.
- Supported testing, go-live, and post-deployment stabilization to ensure a smooth transition.
- Received appreciation and recognition from business stakeholders and clients for successful delivery and leadership.