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Use Case

Migrations to Salesforce

Moving onto Salesforce can mean months of discovery before anyone builds anything. Swantide's AI agents read your legacy system, your stakeholder calls, and your Salesforce org, then plan and build the migration in days instead of months.

ServiceNow to Salesforce

Salesforce
Unmapped

Phase 0

Foundation & permissions

Phase 1

Data model

Phase 2

Automation & flows

Phase 3

Routing & queues

Phase 4

Data load & cutover

Swantide

Swantide agents

Business rules

38 in ServiceNow

Client scripts

64 in ServiceNow

Custom tables

22 in ServiceNow

Assignment groups

17 in ServiceNow

Call transcripts

7 stakeholder calls

Existing Salesforce org

1,204 metadata items

Conflicting call notesUndocumented logicUnknown org stateSpreadsheet handoff

Reverse-engineer the legacy system by hand, phase by phase

The Problem

Migrations are notoriously long. Before a single field is built in Salesforce, someone has to reverse-engineer the legacy system: its data model, custom fields, scripts, and workflow logic. Then they have to reconcile it against stakeholder requirements about what to keep, what to change, and what to leave behind.

Most teams also aren't landing in an empty org. They need to know what already exists in Salesforce, what can be reused, and what is net new. For large enterprises, that discovery alone can stretch a migration into months or years.

Reverse-engineering the legacy system

Data models, custom fields, scripts, and workflow rules exported and read by hand before design can start.

Requirements buried in calls

What to keep, change, or leave behind lives across hours of stakeholder recordings, often contradicting each other.

Unclear state of the target org

It's unclear what already exists in Salesforce, what can be reused, and what's net new.

Handoffs between phases

Design docs, tickets, and build work live in separate tools, so decisions get lost between phases.

Migration Paths

Swantide supports teams leaving a legacy platform, combining orgs after an acquisition, or building something new on Salesforce.

Legacy platform to Salesforce

Move service, sales, or ITSM workloads off ServiceNow, Dynamics, Oracle, SAP, and others, keeping the logic that matters and leaving the rest behind.

M&A and org consolidation

Bring an acquired company's CRM, or a second Salesforce org, into yours with a clear map of overlaps, conflicts, and gaps.

New builds on Salesforce

Stand up Agentforce, Fin, Braze, or a net-new implementation on top of your existing instance without starting discovery from scratch.

How Swantide Addresses It

Swantide agents work across your legacy exports, call transcripts, Salesforce metadata, and ticketing system at once. They support every phase of the migration, from discovery through go-live.

Understand the legacy system

The old way

Configuration is exported and read by hand, with interviews to explain undocumented logic.

With Swantide

Agents read your legacy configuration exports (objects, fields, scripts, workflow logic, permissions) and map how the system actually behaves today, including undocumented logic.

Beyond Migration

The same agents support your org after go-live.

New requirements after launch go through AI Admin into configuration and deployment, against an org Swantide already knows.

See Build use case