Salesforce to Salesforce Data Migration

Led Salesforce instance integration post-M&A, migrating data & processes.

The project involved the complex task of integrating two separate Salesforce instances following a merger and acquisition. The acquired company was utilizing the Salesforce Enterprise edition, while the parent company operated on the Salesforce Unlimited edition. The primary objective was to consolidate both instances into a single, unified Salesforce platform, ensuring the seamless continuation of business operations.

The project encompassed the migration of critical data from the acquired company's Enterprise edition instance, including accounts, contacts, leads, opportunities, and cases. This data migration necessitated meticulous planning and execution to maintain data integrity and minimize disruption to ongoing business processes.

In addition to data migration, the project also involved the integration of processes, including intricate workflows and automations, from the Enterprise edition instance into the Unlimited edition environment. This required a deep understanding of both instances' configurations and the ability to adapt and reconfigure processes to function seamlessly within the new unified platform.

The successful completion of this project resulted in the decommissioning of the acquired company's Salesforce Enterprise edition instance, leaving the parent company with a single, consolidated Salesforce Unlimited edition platform that encompassed all the data and processes from both organizations. This streamlined operations, enhanced collaboration, and provided a unified view of customer and sales data, ultimately contributing to the overall success of the merger and acquisition.