OwnCRM
The procedure & the method

How your org becomes code you own.

No lift-and-shift black box. The migration is four honest steps and six reversible gates — every stage produces an artifact you can read, run, and keep, and Salesforce stays your untouched system of record until the very last gate.

§ 01The procedure — four honest stepsof 03

No lift-and-shift black box. Every step produces an artifact you can read, run, and keep.

STEP 01

Free Org X-Ray

We read your metadata and hand back an inventory, an honest coverage %, an exit bill-of-materials, and your real cost exposure.

STEP 02

Transcribe to owned code

Objects, fields, formulas, layouts, and sharing deterministically become a Postgres schema, RLS policies, and React views.

STEP 03

Translate the logic

Apex, Flows, and approvals are translated to TypeScript and a state-machine engine — LLM-assisted, then checked by a verification harness.

STEP 04

Deploy to your cloud

Ship a deploy bundle to AWS, DigitalOcean, or Hetzner. Data migrates via the Bulk API. You get the repo, the DB, and the keys.

§ 02Manifest of conversion — 14 surfacesof 03

The engine speaks your whole org — transcribed into code you own, not a shallow data export.

Objects & FieldsPostgres tables
Formula & Roll-up Fieldscomputed columns
Validation RulesDB + app constraints
Page LayoutsReact views
ReportsSQL queries
Apex ClassesTypeScript + harness
Flows & Workflow Rulesautomation engine
Approval Processesstate machines
Sharing ModelPostgres RLS
Email Templatesowned templates
Integrationsmapped & documented
Data Migrationvia Bulk API
Deploy BundlesAWS · DO · Hetzner
MetadataContextAI-inferred docs

What deterministically converts is generated. What needs human work — external callouts, Files, Visualforce, complex approvals — is explicitly flagged with a reason.

§ 03The method — six gates, reversible until the lastof 03

Leaving Salesforce is not a leap. It is six gates, each signed off before the next begins. You can stop at any gate. Salesforce is read-only and untouched until the last one — and even then, the rollback rules are agreed in writing before anything changes.

GATE 01

Read-only access

You grant read-only access to a Salesforce sandbox — export the metadata yourself and send us the zip, or issue a scoped read-only user we act under. We never write to your org. We never touch production.

GATEYou approve the access scope before anything runs.
EVIDENCESigned authorization letter + metadata snapshotdelivered to you
EXITStop here. Nothing in Salesforce changed.
GATE 02

Org X-Ray

We run your metadata through the engine and hand back an honest report: what rebuilds on its own, what needs a person, and the per-seat cost you pay today. Nothing is rounded up.

GATEYou read the coverage and decide to go on.
EVIDENCEYour Org X-Ray reportyours to keep
EXITKeep the X-Ray. Owe nothing more.
GATE 03

Rebuild and prove

The engine rebuilds your objects, fields, and rules as a PostgreSQL, Node, and React app you own. Anything it cannot rebuild on its own is flagged for a person, and each rule is reproduced and checked case by case.

GATEEvery flag reviewed, every rule signed off. The build cannot ship to deploy while one flag is open.
EVIDENCEThe conversion ledger — each flag acknowledged, each behavior matchedcase by case
EXITStop. Salesforce is untouched.
GATE 04

Data dry run

We load a full copy of your data into the new stack and check it three ways: row counts, orphaned records, and per-table checksums.

GATEOne strict verdict — PASS, FAIL, or INCOMPLETE. Only a PASS moves on.
EVIDENCEThe data validation reportsigned verdict
EXITStop. Salesforce is still your system of record.
GATE 05

Parallel run

Your team uses the new app next to Salesforce, which stays the system of record. We compare reports until there is no difference we cannot explain.

GATEThe divergence log is empty, or every entry is explained.
EVIDENCEThe parallel-run divergence logreviewed daily
EXITStop. Salesforce is untouched.
GATE 06

Gated cutover

Only now does anything in Salesforce change: a scheduled write freeze, a final data sync, and the switch to the stack you own. The rollback rules are agreed in writing before the freeze begins.

GATEFull validation is green and the error rate holds at normal for one hour before decommission.
EVIDENCEThe cutover sign-offsmoke tests green
EXITIf the final check is not green, we roll back to Salesforce. It stays reversible until sign-off.

Reversible until the last gate. That is the whole point.

Every gate before cutover only reads from Salesforce — it stays your system of record, live and untouched. The first change to your org happens at Gate 06, under a rollback plan you signed off in advance. You are never asked to trust a black box; you are asked to approve one gate at a time.

We never fabricate. The flags are the plan — and the plan is ours to run.

Vendors over-promise a magic 100%. We don't. Everything that deterministically converts is generated; everything that needs a human is flagged with a reason. That flagged list isn't homework for your team — it's the scoped work our migration engineers deliver: a person in the lead, AI as leverage, every item checked for parity against your Salesforce source and recorded verified, draft, or reworked before it ships. Trust is the moat.