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Salesforce Org Migration & Consolidation
Bring your Salesforce environments together with a clear plan for your data, processes and people.
Bringing separate Salesforce orgs together?
An acquisition, business restructure or separate departmental rollout can leave your organisation running several Salesforce environments.
Over time, that can mean duplicate customer records, disconnected processes and reporting that takes considerable effort to bring together.
Consolidating those environments is an opportunity to decide how Salesforce should support the business going forward. Which processes should be shared? Where do teams need flexibility? What information and functionality must be retained?
Xenogenix helps you work through those decisions and plan the migration around the teams, systems and day-to-day operations affected.
What does Salesforce org consolidation involve?
An org consolidation brings data, configuration and users from separate Salesforce environments into an agreed destination org.
The destination could be an existing environment or a new org, depending on your requirements and the condition of your current setups.
The work goes beyond transferring records. It includes reviewing automation, permissions, integrations, installed applications and reporting, then deciding what to retain, adapt or retire.
It also means agreeing how teams will work together. Some processes can be standardised, while others may need to remain distinct. Establishing that design early helps avoid moving conflicting requirements into the same environment.
What could consolidation improve?
Clearer customer information
Bring related customer information together and agree how duplicate records, ownership and conflicting values will be handled.
More useful reporting
Establish shared definitions for important measures, making it easier to compare performance across teams and business units.
Easier platform maintenance
Review overlapping automation, applications and integrations so the destination org is easier to understand and maintain.
Better handovers between teams
Reduce the need to transfer information manually between separate environments, with clear responsibilities for each stage of the process.
A clearer view of platform costs
Assess licences, applications and support requirements across the existing orgs. Identify potential savings alongside migration costs and future requirements.
Planning to merge Salesforce orgs?
How we approach Salesforce org migration
1. Understand the existing environments
Review configuration, data volumes, applications, integrations and the processes each org supports. Identify the people who can confirm business requirements and resolve competing priorities.
2. Agree the destination and scope
Decide which org will become the destination and what needs to move. Establish requirements for historical records, files, record relationships and any information that should be archived or retained separately.
3. Prepare the configuration and data
Configure the destination around the agreed requirements. Map fields and relationships, resolve duplicates and define how existing records will be matched to their new Salesforce IDs.
4. Rehearse and test
Use trial migrations to check the approach before the live move. Validate record counts, relationships, access and key business processes, including information passed to connected systems.
5. Plan the live transition
Agree the migration window, any restrictions on updates, integration changes and the checks required before users begin work. Establish responsibilities and recovery arrangements if the transition cannot proceed as planned.
6. Support users after launch
Help teams work with the new setup, monitor issues and reconcile migrated information. Provide documentation and handover so those maintaining the org understand the decisions behind it.
Do you have questions on merging Salesforce orgs?
Whether you’re bringing together two businesses or reviewing several existing orgs, we can help you understand the work involved. Tell us how many environments you have, which teams use them and what you want consolidation to achieve. Complete the form or call us on 08456 525 625.