Overview
The Legacy System to Salesforce PMM Data Model accelerator is a migration and architecture pattern for moving human services data from legacy case management platforms into Salesforce. It maps legacy tables into a Salesforce structure using NPSP, Program Management Module, and custom objects where needed.
Business Problem
Frontline nonprofits often carry years of client, household, program enrollment, departure, service, and case management data in older systems. Legacy tables may be flat, inconsistent, or separated from donor and reporting data. Moving that information into Salesforce without a clear model can create duplicate contacts, broken household structures, incomplete program histories, and reporting gaps.
How It Works
The accelerator provides a structured data mapping approach for translating legacy records into Salesforce. It defines how client profiles, household data, program enrollments, departures, and related case management tables should map into NPSP, PMM, and supporting custom objects. The model supports relational data design, migration planning, field mapping, and data validation. It gives teams a framework for preserving meaningful service history while moving away from disconnected legacy structures.
Where This Fits
This accelerator fits frontline nonprofits, shelters, missions, and human services organizations moving from legacy systems such as Apricot or similar platforms into Salesforce. The data model and mapping documents can be adapted for different source systems, program structures, service models, and reporting needs. For reuse, the implementation should start by confirming the object model, required fields, record types, status values, ownership rules, and security model in the target Salesforce org. The existing pattern can then be adjusted for naming, page layout placement, validation rules, reporting needs, and integration points. Sample records should be used to test the automation path, exception handling, and user-facing screens before rollout. This keeps the accelerator grounded in the original delivered pattern while allowing the details to fit the new organization and its operating process fully.