1. What I have learnt from org merges
- An admin’s view
by Robert Szerencses

2. #CD22
Robi Szerencses
- Salesforce Administrator @Formlabs - 3D printing
- 8 years with Salesforce
- 4 x certified
- 2 x org merge survivor
- Twitter: @RobiSzerencses
- Linkedin: /robert.szerencses
About me

3. #CD22
What?
- Combining two Salesforce instances
- Both data and metadata
Why?
- Company acquisition
- Same company but different divisions
Org merge?

4. #CD22
1. Assess the two orgs
2. Align business processes
3. Build and deploy configuration
4. Import data
5. Test
6. Go live
7. Support, support, support
A Project Scenario

5. #CD22
Continuos Documenting
- Transparency of setup and processes
- Accelerate collaboration
- You know what’s in your org
Step 0

6. #CD22
Lift and shift or optimization?
Lift and shift is:
- Quick
- Easy
The Question

7. #CD22
Org assessment
- Set roles and responsibilities for the project
- Review what’s in the instances
- Decide which will be the master org
Step 1 - Org Assessment

8. #CD22
Salesforce Optimizer - reduce tech debt
Step 1 - Org Assessment

9. #CD22
Salesforce Org Compare - for metadata
Step 1 - Org Assessment

10. #CD22
Field Trip - field usage analysis
Step 1 - Org Assessment

11. #CD22
Business Process Assessment
- Involve business decision makers
- Review processes
- Document with diagramming tools
Step 2 - Business Processes

12. #CD22
- Technical decisions to make (sharing, automation,
objects)
- Dev Sandbox for metadata
- Force.com Migration tool
- Fix errors early!
- Integration
- UAT in FullCopy Sandbox
Step 3 - Metadata

13. #CD22
- Data cleansing (duplicate or useless data)
- Legacy ID field on objects
- Parent objects first
- Start with a small sample data
Step 4 - Data

14. #CD22
- Always you test first
- Invite some key users early
- Wider range of users test in UAT
- Again: don’t forget about integration!
Step 5 - Test

15. #CD22
Step 6 - Go live

16. #CD22
- "Anything that can go wrong will go wrong."
- Keep resources available for support
Step 7 - Support

17. Thank you! #CD22