Salesforce Org Merge & Migration

Merging two Salesforce organizations or migrating data and workflows from one environment to another is no small feat. At Solvit, we understand the complexities and we know what questions to ask to ensure an optimal outcome. How do you move information from one system to another? How far back do you go with legacy data? What processes get retained, replaced, or combined? How do you make sure your Salesforce reporting and analytics dashboards account for the new data without creating performance issues? These are just some of the questions we help answer during an org merge or migration.

Get Technical Solutions that Support Your Business Strategies

As with all of our Salesforce consulting services, we start with your business’ needs and goals first. We work with you to understand and define how your company will operate following a merger or acquisition, and we create technical strategies to ensure that Salesforce will continue to deliver maximum value for you and your teams. That means knowing what to do with duplicate data that doesn’t align, multiple processes and workflows that need to be combined, and dashboards that need to be reconfigured.

Plan for the Best, Prepare for Anything

Even the most elegantly designed Salesforce org merges and migrations can cause unforeseen hiccups in the form of errors, lags, and other performance problems. Not only have we seen it all before — and come up with some pretty creative approaches to handling issues — we also invest in sophisticated tools that allow us to quickly and easily pinpoint what’s going wrong, so we can get everything back on track with minimal disruption to your business.