A 6-Point Checklist for Merging Organizations in Salesforce

2022-05-30T03:42:56+00:00

A 6-Point Checklist for Merging Organizations in Salesforce Companies managing multiple Salesforce instances often need a single integrated view of process and customer data that cannot be stitched together across multiple instances while maintaining high data integrity and excluding duplicates. At this point, merging organizations in Salesforce from separate instances into a single consolidated organization may present the best long-term solution. Organizational mergers involve several technical and project management challenges that should be considered in advance. In this guide, you’ll learn