Selligent → Salesforce migration

Scope your Selligent-to-Salesforce migration from the system itself.

aprity reads an export of your legacy Selligent instance read-only and documents it in the portal: entities, lifecycles, campaigns and business rules in business language, plus an Epic → Feature → Story backlog and a Salesforce mapping proposal to anchor the design workshop.

Read-only accessExport processed then purgedEU or US data residency

Migration backlog
The migration backlog in the portal — Epic, Feature and Story counts with the portability breakdown, exportable to Excel or CSV.
Why legacy CRM migrations stall

You can’t migrate what nobody fully understands.

Nobody fully knows the old system

A decade of logic lives in SAL scripts, journeys and campaigns. Scoping a migration starts with months of manual archaeology before anyone can agree what must be preserved.

Requirements get reinvented, not recovered

Teams rewrite the rules from memory and lose the behaviour the business depends on. The migration ships a guess instead of the system you actually run.

The mapping debate has no anchor

Workshops argue the Salesforce target design with no inventory of what exists today, so decisions slip and rework piles up later.

What you get

A documented legacy system and a migration-ready backlog.

The Selligent documentation is read in the aprity portal, like a Salesforce org. The backlog exports to Excel or CSV for your planning tools.

Legacy system documentation

A searchable portal of the Selligent instance: domains, journeys, campaigns, business rules, status lifecycles and data model, in six languages.

Epic → Feature → Story backlog

User stories with Gherkin acceptance criteria. Every story links to the rule, journey or campaign it came from; none is invented.

Portability flags

Each item is tagged for how cleanly it maps to Salesforce, standard, configuration or replatform, so you size the effort honestly.

Salesforce mapping proposal

Proposed standard objects and processes with fit levels and open questions: a proposal to challenge in a workshop, never prescriptive configuration.

See the agents
Who reaches for it

The teams scoping the move.

Marketing and CRM teams leaving Selligent

Know what the current instance really does before the vendor contract ends, and carry the behaviour that matters into the new platform.

Integrators running the migration

Open the design workshop with a documented source system and a backlog to challenge, instead of a discovery phase spent reading scripts.

Programme and PMO leads

Size the effort from portability flags and story counts rather than from estimates built on memory.

Classic Selligent (v5/v6: SAL scripts, saved queries, campaigns, data dictionary) and Marigold Engage (journeys, segments, scripts, API gates) are both read. The same documentation and backlog come out whichever generation you run.

How it is built

Computed from the export. Written by AI, with its source.

A read-only pass over the Selligent export discovers the schema and extracts entities, lifecycles, campaigns and rules; the structure is computed, not guessed, and the export is purged once processed. The AI then writes the documentation and the stories and flags portability. Every story links to the element it came from, so a business analyst can check each statement rather than take an AI’s word for it.

Security and trust →
What aprity does not do
  • It does not migrate data: moving records and rebuilding automations in Salesforce is a separate delivery step in your project.
  • It does not generate Salesforce configuration; the mapping is a proposal for a workshop and the target design stays a human decision.
  • It does not connect to a live Selligent instance; it reads an export you send.
  • It does not replace the business workshop: intent that the export does not state remains a question for your teams.
Questions

Frequently asked questions

Does aprity migrate my Selligent data into Salesforce?

No. aprity documents the legacy system and produces a migration-ready backlog and a Salesforce mapping proposal. Moving records and rebuilding automations in Salesforce is a separate delivery step in your migration project; aprity makes that step accurate and faster to scope.

Does it generate Salesforce configuration automatically?

No. The Salesforce mapping is delivered as a proposal, proposed standard objects and processes with fit levels and open questions, meant to be challenged and agreed in a design workshop. aprity never auto-builds Salesforce configuration.

What is actually in the backlog?

An Epic → Feature → Story backlog. Each story carries Gherkin-style acceptance criteria, a complexity estimate and a portability flag that shows how cleanly the behaviour maps onto Salesforce. Every story links back to at least one rule, journey or campaign in the source export.

What do I need to send, and what languages is the output in?

A database export of your Selligent or Marigold Engage instance, agreed during the scoping call. The export is processed read-only and purged once the documentation is produced. The documentation and backlog come out in six languages: English, French, Spanish, German, Italian and Portuguese.

Get started

Turn your legacy Selligent instance into a migration plan.

Send us a Selligent export and get back a documented portal and a grounded migration backlog. Read-only, and the export is purged once processed.

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