Salesforce is a powerful tool for managing customer relationships, but what happens when your organization goes through a merger or acquisition? This was the scenario that unfolded with a client in the stock exchange sector. A few years ago, this financial and technology leader acquired a fraud detection technology company, and the need to merge both entities became critical.
Combining Salesforce organizations can be a challenging and complex process, but with the right approach, it can be done efficiently and effectively.
The trouble spots
As a Salesforce Certified Administrator, I have experienced first-hand the challenges that can arise during Salesforce Org mergers. While these challenges may seem daunting, they can all be overcome by taking the right steps and following best practices. The following are some critical points to consider:
- One of the main tasks associated with Salesforce Org mergers is data duplication. When merging two organizations, there is a risk of duplication of data, workflows, reports, and other customizations. This can lead to confusion and inefficiencies, as users may not know which version of a record is the most up-to-date.
- You may also come across integration issues . Integrating two separate organizations can be complicated, especially when dealing with different systems and processes. This can lead to data inconsistencies and errors as information may not be transferred correctly between the two systems.
- During the merging process, there is also a risk of data loss , especially when there are customizations involved. Customizations can include everything from custom fields and objects to workflows and reports. If these customizations are not properly documented and migrated during the merge process, they may be lost, leading to the loss of valuable data.
- Perhaps one of the biggest challenges associated with Salesforce Org mergers is user resistance . Changes to workflows and customizations can cause resistance from users who are accustomed to working with existing configurations. This can lead to decreased productivity and frustration for users, who may not fully understand the reasons for the changes.
- One of the main pain points associated with Salesforce Org mergers is cost . Merging two separate organizations can be a time-consuming and expensive process, particularly if there are significant differences between the two organizations. If one organization is using a large number of custom objects, fields, and workflows, while the other is using only standard Salesforce functionality, merging the two organizations can be much more complicated and expensive.
- Additionally, there may be costs associated with training users in the newly merged organization and updating any integrations with other systems or tools. It is important for organizations to carefully consider the potential costs of a Salesforce Org merger before moving forward with the process.
The solution
One solution is to outsource skilled hands to handle the Salesforce Org merger process. Outsourcing can provide access to experts well-versed in Salesforce Org mergers and can help ensure a smooth transition. These features can help you do the following:
- Conducting a thorough analysis of each organization's existing Salesforce orgs
Outsourcing partners can help organizations conduct a comprehensive analysis of their existing Salesforce orgs. This includes reviewing data, workflows, reports, and customizations to identify potential conflicts or duplications. The analysis helps create a clear picture of what needs to be done to successfully integrate the two organizations.
- Develop a clear plan to integrate the two organizations
A clear plan is essential to ensure the Salesforce Org merger runs smoothly. Outsourced resources can help organizations develop a clear plan for integrating the two organizations. This involves mapping potential conflicts and developing solutions to mitigate these challenges. The plan should also include a timeline, budget, and resource allocation to ensure a successful merger.
- Communicate regularly with all interested parties
Outsourced collaborators can help organizations ensure that all stakeholders are informed and aware of changes. This includes users and the leadership team from both organizations. Communication is crucial to ensure everyone understands the benefits of the Salesforce Org merger and how it will affect them.
- Conducting thorough testing before and after the merger
Third-party experts can help organizations conduct thorough pre- and post-merger testing. Testing ensures that everything is working as expected and that any potential issues are identified and resolved promptly. They can bring expertise to ensure testing is comprehensive and complete.
Experienced outsourcing companies can help ensure a smooth transition and successful merger process. With technical expertise, fresh perspectives and ideas, outside professionals can help organizations perform a comprehensive analysis, develop a clear plan, communicate regularly with all stakeholders and conduct thorough testing before and after the merger.
What to consider when outsourcing specialists?
When considering third-party vendors for a Salesforce Org merger, there are several factors to consider to ensure reliability. Some important criteria include:
- Certifications: Look for vendors with relevant Salesforce certifications, such as the Salesforce Certified Administrator, Salesforce Certified Developer, or Salesforce Certified Architect certifications. These certifications demonstrate that the vendor has the knowledge and skills to work with the Salesforce platform.
- Experience: The vendor must have a proven track record of successfully completing Salesforce Org merge projects. Ask for references or case studies to get an idea of their experience in this area.
- Technical knowledge: The supplier must have an in-depth understanding of Salesforce technologies and be up to date with the latest developments on the platform. Look for vendors who have experience working with specific Salesforce products and integrations that your organization uses.
- Communication Skills: The supplier must have excellent communication skills and respond to your needs. They must be able to explain complex technical concepts in a way that is easy to understand and work collaboratively with their team.
- Data security: The outsourced team must have robust security measures in place to protect your data during the merger process. Look for vendors who have experience working with sensitive data and who follow data security best practices.
To complete
A Salesforce Org merger can be scary to think about. It comes with talent, technology and, most likely, financial challenges. However, it can be a critical step toward achieving business goals and realizing your company's vision. This is a fundamental step that must be part of a solid, intelligent strategy in terms of expertise, efficiency, processes and adaptability. While outsourcing is just one alternative among many, it allows access to experienced experts, from Salesforce-certified talent to seasoned project managers and business analysts. Contact trusted vendors for a consultation and thoroughly evaluate how they meet your organization's needs. They can become your next best business and technology partners!
By Flávia Ferraro,
