I’m currently moving from Salesforce to Monday.com SalesCRM and I still struggle with some things and could not find a detailed example of a SF to Monday migration. Here is my questions:
I would like to know how I can create fields/checkmarks/or tasks on each “Deals”(opportunity) that must be validated before going to the deals next stage.
I would really like to have add our “Products” so our sales rep can calculate the amount of the deals based on the sum of these products (a solution I saw is to add them as a subitem but I also see that Monday.com recommend to use subitems only for tasks)
Is it possible to create a “tasks” template with a series of tasks that a sales rep can follow automatically when he create a new deal/opportunity?
This sounds like something we would put in another board and connect the two for visibility. Would love to understand this in more depth.
Yes! There are a couple of ways to approach this
Are you planning to manage the entire migration on your own? If you would like to connect and discuss further I would love to better understand your full picture and how you’re planning to manage and deliver the migration and ease your team into monday.com.
This seems like something that our dedicated monday.com consultants can resolve. Our consultants have a deep knowledge of integrations, especially monday.com Salesforce integration. They can utilize forms, provisional coloring, and automation to support your migration. After migration, they can set up boards for assessing and calculating deals, which simplifies your sales reps’ work. Our consultants have previously worked on Salesforce migration and monday CRM configuration projects.
Have a look at our work here and connect with us to discuss project requirements.
We’ve supported a few teams with a similar Salesforce → Monday.com CRM migration, so I can share what worked for us:
Stage validation: You can add mandatory fields on each “Deal” by using status columns with automation that prevents moving to the next stage until certain conditions are met. This keeps reps from skipping important checkpoints.
Products & deal values: Instead of subitems, we set up a separate Products board linked to Deals. This way, reps can select multiple products, and formulas automatically calculate the deal value. It keeps data cleaner than relying solely on subitems.
Task templates: Yes, it’s possible. We created a template board with pre-set tasks and used automations so every new Deal pulls in those standard tasks automatically. This keeps reps aligned without extra clicks.
When we ran into edge cases (like syncing custom Salesforce objects during migration), we worked with our dedicated Salesforce integration partner at dgt27 com, which helped smooth out the transition and keep reporting consistent.
Happy to share a quick workflow example if you’d like.
