Why Merge Salesforce Orgs
Too Many Salesforce Orgs
Many Salesforce clients today created or inherited multiple Salesforce Orgs for various internal departments, sister companies, or via mergers & acquisitions. Clients are now looking to consolidate Orgs into a single-source-of-truth, streamline business processes and increase user adoption and productivity.
Salesforce Org Side-by-Side Comparison
Your Salesforce Orgs probably have multiple similar objects, fields, page layouts, record types, apps, stale records, related lists, picklists, reports/dashboards, etc. We analyze, and compare/contrast all data/metadata in your Salesforce Orgs and create a side-by-side roadmap to consolidation.
IT Security: OWDs, Sharing Rules, Users, Profiles, Permission Sets
We conduct a comprehensive audit of all your active/inactive, users, profiles, permission sets, OWDs, sharing rules, field-level security, login history, etc. We present a detailed summary of user access and compliance highlighting any gaps in-line with your overall IT security policies.
Overlapping Legacy Apex, Apps, Managed Packages, Automations
We analyze of all your Apex Classes, Triggers, Visualforce, Workflow Rules, Process Builders, Lightning Web Components, etc. We identify technical debt and outdated customizations and recommend the latest Salesforce OOB (out of the box) tools, features, and functionalities.
Org Documentation
We produce accurate and complete documentation of your Salesforce Org that not only logs and tracks the history of the Org, identifies areas for needed improvement and recommends new clouds, features, and functionalities for better overall performance.
Salesforce Cloud and License Audit
Salesforce Clouds and licenses come with hundreds of OOB features and functionalities with new enhancements each release (3X per year). We breakdown your active clouds, licenses and add-on products with detailed features descriptions, usage, and benefits.
Salesforce Org Merge Methodology
Step 1: Data and Metadata Analysis
Extract Data and Metadata From All Salesforce Orgs via Sandboxes
- Utilize Standard Salesforce and 3rd Party Extraction Tools
- Include Data from Objects and Records
- Include Metadata for Apps, Objects, Fields, Templates, Workflow Rules, Process Builder, Flow, Profiles, Users, Role Hierarchy, OWDs, Sharing Rules, Permission Sets, etc.
- Organize Visually for Side by Side Comparison
- Prioritize by Importance and Severity
- Highlight Single Source of Truth
- Summarize Consolidation Strategy and Plan
- Recommend Technical Debt Archiving, Merging and Retirement
Step 2: User Workshops and Business Process Automations
Understanding "A Day in the Life" of a Salesforce User:
- Identify and Schedule Salesforce User Workshops
- Capture User "Clicks" and Processes
- Analyze Process Automations: Workflow Rules, Process Builder, Apex, Flow
- Review Active Salesforce Back-End System Integrations
- Highlight User Impediments and Successes
- Document Automation and Process Improvements
- Recommend OOB Replacements and Upgrade
Step 3: Salesforce Cloud and License Investment
Audit and Understand Current Salesforce Contract
- Identify Clouds, Licenses, Features, Add-ons, and Limitations
- Active vs Inactive Features and Functionalities
- Highlight Legacy Customizations vs OOB (out of the box) Configurations
- Review Contract Terms and Renewal Dates
- Recommend ROI improvements and Cost Savings
Salesforce Org Merge Deliverables
Org Data and Facts
Org Recommendations
Org Recommendations
Your Salesforce Orgs data/metadata is organized, displayed, and summarized for easy understanding and review.
Org Recommendations
Org Recommendations
Org Recommendations
Our recommendations with cadence, complexity, and benefits provide a road map for merging Salesforce Orgs with step-by-step cadence and road-mapping.
Executive Summary
Org Recommendations
Executive Summary
We summarize and deliver an Executive presentation to help guide your Salesforce Org Merge enabling future business and data-driven decisions.
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