Migrating from Salesforce to Wealthbox

Hey friends - Happy Friday!

We are bringing on a new advisor and her BOB. She spent about 10 years on Salesforce (SF), and we need to migrate that over to Wealthbox (WB). The team at WB will help with the basics, but cannot assist us with the ~5,000 attached documents that she has stored by "event" (meeting) for each client.

We need an expert who can help us export the docs and metadata from SF, clean it up (add the clients' names/dates to the files, if necessary), and import it into WB.

I have to believe that another firm has walked through this before and has some insight. Any suggestions on who to contact? TIA!

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