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 session 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. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreaminindiadreamin.in info@indiadreamin.in SFindiadreamin @sfindiadreamin
Conquering the Org
Consolidation Chimera!

2. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
2 Thanks to our Diamond, Platinum & Gold sponsors

3. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
3
HELLO!
Jigar Shah
Enterprise Architect, Eternus Solutions |
5x Certified | Co-organizer & Speaker at
@ApexHours & various Community
Dreamin events
@jigarshah189
jigarshah189

4. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
4 Agenda
Reasons for Org Consolidation
Know Your Org Strategy
What’s Your Tactical Gambit?
I SEE Methodology
Q & A

5. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
”indiadreamin.in info@indiadreamin SFindiadreamin @sfindiadreamin
It All Begins with a Story…
5

6. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreaminindiadreamin.in info@indiadreamin SFindiadreamin @sfindiadreamin
6

7. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
7 Reasons for Org Consolidation
▸ Mergers & Acquisitions
▹ Horizontal Integration
▹ Vertical Integration
▸ Consolidation
▸ Downsizing

8. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreaminindiadreamin.in info@indiadreamin SFindiadreamin @sfindiadreamin
Finding your Pegasus!
Know Your Org Strategy
8

9. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
9 Master Slave
1. Identify the Master & Slave
2. Move from Slave to Master
3. Decommission the Slave
ORG1 ORG2
ORG1 ORG2
ORG1 ORG2

10. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
10 Third World
1. Churn out a fresh org
2. Merge Both into Third
3. Decommission One & Two
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

11. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreaminindiadreamin.in info@indiadreamin SFindiadreamin @sfindiadreamin
Going for the Kill !
What’s Your Tactical Gambit?
11

12. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
12
Pros
 Faster Turnarounds
 Everything available on Day
One
Cons
 Lacks Semantics
 Herculean Standardization
Effort
Lift & Drop
SOURCE ORG TARGET ORG
1 2 3 4 5 6 7 8 9
Time Period (months)

13. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
13
Pros
 Semantically driven
 Supports Process
Improvisation
Cons
 Slower Turnarounds
 Prolonged ROI
Showcase
Iterative
SOURCE ORG TARGET ORG
Phase 1
Phase 2
Phase n..
1 2 3 4 5 6 7 8 9
Time Period (months)

14. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
14 I SEE Methodology!
•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

15. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
15
THANKS!
Any questions?
You can find me at
@jigarshah189
jigarshah189
jigar.shah@eternussolutions.com