This is a case-study blueprint; no deployment results or customer endorsement are claimed.
Business challenge
Customer accounts, contacts, ownership, and related records must retain their business relationships.
Migration approach
Apply approved identity crosswalks, relationship ordering, field rules, and accepted import mechanisms. Suggest match candidates and explain conflicts without merging records autonomously.
Deterministic work
Apply approved identity crosswalks, relationship ordering, field rules, and accepted import mechanisms. Record rule versions, target constraints, and unresolved exceptions; verify outputs against an agreed baseline.
Agentic assistance
Suggest match candidates and explain conflicts without merging records autonomously. Review generated proposals before adopting them as implementation or access rules.
Acceptance evidence
Reconcile accepted and rejected records, owners, relationships, consent fields, and custom-object dependencies.
Delivery time
The 7 months (estimated) assumes the stated migration inventory, accessible source definitions, available reviewers, and an agreed target environment. Plan discovery, design, build, parity testing, business review, and release readiness as separate checkpoints. Re-estimate when access, custom features, data issues, or acceptance scope changes.