How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap

If Release One of Stratus introduced a more innovative way to approach Salesforce migrations, Release Two is where we prove just how far intelligent automation can go at scale and across increasingly complex environments.

Before we jump in, a quick transparency note: this reflects our current roadmap. It’s not a formal commitment or promise, but it does give you a clear picture of where Stratus is headed – and that direction is deliberate.

Release Two isn’t about flashy new features. It’s about systematically migrating existing Salesforce configuration and logic in an automated, scalable, AI-powered way, while preserving how your organization actually works.

The Big Picture: Stratus Provides a Layered Approach to AI-Driven Salesforce Migration

AI-powered Salesforce org migration isn’t just about moving metadata from one org to another. It’s about preserving:

1. Business intent
2. System dependencies
3. Security and access models
4. User experience

The Stratus roadmap follows a structured progression: Configuration → Security and business rules → Custom logic → UI components.

Each stage validates the AI-driven Salesforce migration approach at one level of complexity before moving to the next. This layered approach reduces risk while steadily expanding automation into more complex areas of your Salesforce environment.

What is Stratus:

Stratus is Cloud for Good’s AI-powered, Salesforce-to-Salesforce migration tool, designed to reduce the manual effort, risk, and technical debt typically associated with Salesforce org transitions and modernization projects.

Before the recent release, Stratus supported organizations by analyzing their existing Salesforce environment, identifying configuration and structural patterns, and helping teams migrate core data and metadata in a more automated and consistent way. Instead of rebuilding everything manually, Stratus uses intelligent analysis to map components between environments, flag dependencies, and streamline the movement of foundational setup.

This allows project teams to spend less time recreating configuration and more time focusing on optimization, adoption, and strategic improvements, especially important for nonprofits and higher education institutions where resources are limited and systems are deeply intertwined with operations.

New Release (January 2026): Automating Foundational Salesforce Configuration

In Release Two, we focused on the foundation of your Salesforce instance, including areas that are high-volume, high-impact, and historically time-consuming to migrate during Salesforce modernization.

This includes:

1. Objects and fields
2. Page layouts
3. Report types
4. Permission sets
5. Profiles
6. Validation rules

These components define how users experience Salesforce, what data they can access, and how data quality is enforced. They are also where many Salesforce migrations accumulate technical debt.

How AI Supports Configuration Migration

In Release Two, Stratus moves beyond just data and metadata transfers into context-aware Salesforce configuration migration.

A. Page Layouts
Stratus analyzes field usage, section structure, and object relationships to ensure layouts map correctly in the target org. It identifies deprecated or unused fields, resolves dependencies, and aligns layouts to updated object models.

B. Report Types
It maps report types to equivalent object relationships and flags logic that could break due to schema differences.

C. Permission Sets and Profiles
Security is more than copying permissions. Stratus analyzes object access, field-level security, and system permissions to maintain intended access models, while identifying redundancies and conflicts.

D. Validation Rules
Validation logic often reflects years of business process refinement. Stratus interprets rule logic, dependencies, and cross-object references to migrate rules while maintaining data integrity.

Our 2026 Q1 release focuses on demonstrating that AI can reliably handle the “hard but repeatable” work that often slows Salesforce modernization projects.

What’s Next (Q2 2026): AI-Powered Migration of Apex, LWC, and Aura

In Q2 2026, Stratus expands into more complex areas of Salesforce: custom code, UI components, reports, and configuration records.

This phase addresses:

1. Apex
2. Lightning Web Components (LWC)
3. Aura components
4. Reports
5. Custom Settings
6. Custom Metadata
7. Custom Permissions

These layers often represent the highest technical debt and the most resource-intensive part of a Salesforce org migration.

How AI Helps Migrate Custom Salesforce Logic

A. Apex
Stratus analyzes classes, triggers, and test coverage to understand how logic interacts with objects, fields, and processes. It identifies patterns, dependencies, and integration touchpoints. AI assists in translating or refactoring code to align with updated schemas and Salesforce best practices while preserving behavior.

B. Lightning Web Components and Aura
For UI components, Stratus interprets component structure, attributes, events, and data bindings. It maps dependencies between elements and their underlying Apex controllers to ensure functionality remains intact and to identify opportunities to modernize outdated approaches.

C. Reports
Stratus fetches reports, applies the same analysis and modifications, and updates them to work with the new data model, flagging any that are not compatible. Stratus can process reports using both custom and standard report types, ensuring migrations don’t lose critical reporting—even when products or licenses change between orgs.

D. Custom Configuration Records
Custom settings, custom metadata, and custom permissions store configuration used by Apex classes, Aura/LWC components, validation rules, and automation. Stratus allows users to mark fields as no longer applicable, rename fields, or convert data types. Stratus then automatically updates references across the org to match those changes.

Because of the complexity, this phase involves more validation and oversight. But the goal remains the same: reduce manual rework while increasing consistency, speed, and confidence in the Salesforce migration process.

What This Means for Nonprofits and Higher Ed

Nonprofit and higher education organizations often have:

1. Years of layered configuration
2. Complex security models across teams or campuses
3. Custom reports driving fundraising, advancement, or student services
4. Custom code supporting unique processes and integrations

For these organizations, Salesforce migration isn’t just technical; it’s operationally critical.

Stratus Release Two supports these environments by making migrations:

1. More predictable
2. Less disruptive to staff
3. More scalable across departments or campuses
4. Better aligned with preserving existing processes and reporting

Instead of focusing most of a project on recreating what already exists, teams can spend more time optimizing and innovating.

A Smarter Future for Salesforce Modernization

The Stratus roadmap reflects a deliberate shift in how Salesforce modernization can happen.

We’re validating AI-driven migration step by step:

1. Structured configuration
2. Security and business rules
3. Custom logic
4. UI components

Many migration tools focus on copying metadata without understanding how components work together, often leaving teams to resolve broken dependencies, misaligned security, and inconsistent behavior after the move.

Stratus takes a different approach.

By analyzing context across configuration, logic, security, and UI components, Stratus preserves business intent, system relationships, and user experience, while reducing the risk of large-scale rework and unintentionally carrying technical debt into a new environment.

It’s not about replacing expertise. It’s about removing friction, automating repeatable work, surfacing risks earlier, and allowing Salesforce teams to focus on design decisions, optimization, and long-term strategy.

That’s what makes this a smarter path forward for Salesforce modernization.

This Is Just the Beginning for AI-Powered Salesforce Migration

To meet real-world demands, evolution in integration methodologies, data migration tools, and automation environments will be continuous, as will the associated challenges. It becomes critical to catch up before the technical debt outweighs the investment.

Stratus, our AI-powered migration IP, isn’t a static tool. It’s a framework for intelligent migration. While Q2 2026 represents a major milestone in expanding Stratus into custom code and UI layers, embedded AI capabilities within it will reduce friction, improve consistency, and help teams modernize with confidence.

Connect with Cloud for Good, and evaluate your journey forward with Stratus.