The process of merging 2 or more Salesforce orgs into a single one, is as dreadful as a Chimera, a fire-breathing creature with 3 monstrous heads - metadata, data and code. Without the right org merge game-plan the Salesforce architects and developers could be signing up for a death warrant with disastrous repercussions. This presentation demonstrates the strategy, tools and best practices that Salesforce architects and developers can apply to accomplish seamless merging of multiple Salesforce orgs and thus ensure a successful transition for their businesses.

1. Conquering the Org
Consolidation Chimera!

2. 2HELLO!
@jigarshah189
jigarshah189
Jigar Shah
Enterprise Architect, Eternus Solutions | 5x
Certified | Co-organizer & Speaker at
@ApexHours & various Community Dreamin
events

3. 3
Agenda
Reasons for Org Consolidation
Know Your Org Strategy
What’s Your Tactical Gambit?
I SEE Methodology
Q & A

4. It All Begins with a Story…

6. 6
Reasons for Org Consolidation
 Mergers & Acquisitions
 Horizontal Integration
 Vertical Integration
 Consolidation
 Downsizing

7. Finding your Pegasus!
Know Your Org Strategy

8. Master Slave 8
ORG 1 ORG 2
ORG 1 ORG 2
ORG 1 ORG 2
1. Identify the Master & Slave
2. Move from Slave to Master
3. Decommission the Slave

9. Third World 9
ORG 1
ORG 2
ORG 3
1. New Org
ORG 1
ORG 3
ORG 2
2. Org Consolidation
ORG 3
ORG 1
ORG 2
3. Decommission Existing
Orgs
1.Churn out a fresh org
2.Merge Both into Third
3.Decommission One &
Two

10. Going for the Kill !
What’s Your Tactical Gambit?

11. Lift & Drop 11
SOURCE ORG TARGET ORG
1 2 3 4 5 6 7 8 9
Time Period (months)
Pros
 Faster Turnarounds
 Everything available on Day One
Cons
 Lacks Semantics
 Herculean Standardization Effort

12. Iterative 12
SOURCE ORG TARGET ORG
Phase 1
Phase 2
Phase n..
1 2 3 4 5 6 7 8 9
Time Period (months)
Pros
 Semantically driven
 Supports Process Improvisation
Cons
 Slower Turnarounds
 Prolonged ROI Showcase

13. I SEE Methodology! 13
•Deployments (Identify
Dependencies
•Limits (Objects, Fields, API
Calls)
•Storage (Data & Files)
• Educate & Train to drive
Adoption
• Value Proposition
• Process Improvisation
• Create Your Strategy
Blueprint
•Org Strategy
•Execution Strategy
•BAD Drivers – (Business
Processes, Automation &
Data)
•Weed Exclusions - Semantic
& Syntactic
•Prioritize – What goes first? Identify Strategize
ExecuteEnhance

14. THANKS!
Any questions?
You can find me at:
@jigarshah189
jigarshah189
jigar.shah@eternussolutions.com