# Replatform Salesforce to Twenty CRM

> Keep the custom data model — lose the complexity and the admin overhead.

Canonical page: https://sentrydigitalservices.com/services/salesforce-to-twenty-crm/
Provider: Sentry Digital Services (https://sentrydigitalservices.com/)
Engagement: Project, then managed · Delivery options: Project · Support · Managed service
Last updated: 2026-10-15

Salesforce is built for very large and complex sales organisations. Many businesses running it use a fraction of the platform while still carrying its licences, its admin overhead and its customisation debt. Where that is the case we replatform to Twenty — standard and custom objects, fields, relationships and history mapped, moved and reconciled — then rebuild the flows and integrations the business depends on.

## What it does

Discovery, object and field mapping, migration, reconciliation, configuration, customisation, and the rebuild of automation, integrations and AI on Twenty CRM — delivered as a project, as ongoing support, or as a managed service.

## Where it creates value

Replaces a heavyweight platform the business has outgrown in the wrong direction with a CRM it can own and change itself, while keeping the custom data model the sales process was built on.

## Why it cannot be ignored

Years of Salesforce customisation encode how the business sells. Moving without mapping that logic loses it; staying without using it pays for it indefinitely. Either way the decision should be made on evidence.

## What you get

- **Discovery before migration** — We inventory the Salesforce org — objects, fields, record types, flows, reports and integrations — and separate what is used from what is legacy.
- **Custom model carried across** — Standard and custom objects and their relationships rebuilt as Twenty objects and fields, so the data keeps its shape.
- **Data moved and reconciled** — Records loaded by CSV or API, and reconciled by count and key totals against the Salesforce source.
- **Automation and integrations rebuilt** — Flows rebuilt in Twenty's workflows or n8n, and connected systems re-pointed through Twenty's APIs and webhooks.
- **AI from day one** — AI agents and assistants connected to the new CRM through Twenty's MCP server, within the permissions you set.
- **Project, support or managed service** — A defined-scope migration project, then ongoing support or a managed service that runs and improves the CRM every month.

## Key concepts

- **Org inventory** — A catalogue of every object, field, flow, report and integration in the Salesforce org, with usage evidence. It shows what must move, what can be retired and what Twenty needs to be configured to do.
- **Object mapping** — The rule for how each Salesforce object and field becomes a Twenty object and field. It keeps relationships and history intact rather than flattening them into spreadsheets.
- **Parallel run** — A short period where both systems hold the same data before the final cutover. It lets the team check reports and pipelines match before Salesforce is switched off.

## Next step

Book a free Discovery session: https://sentrydigitalservices.com/contact/ · value@sentrydigitalservices.com · 01738 506283