It’s best to take a systematic approach to merging two orgs. Here’s a breakdown of the steps:
It’s critical to perform the metadata and data migrations meticulously. For metadata, you can use change sets, the ANT migration tool, or a third-party tool.
Data Loader is the traditional way to migrate data. However, it involves a lot of manual work. And if you’re migrating a high volume of configuration data—i.e. Salesforce CPQ, Billing, Advanced Approvals, etc—correctly mapping all the relationships between objects can take forever.
In addition, Data Loader isn’t secure, because you download all that data to your desktop before uploading it to the surviving org. This increases the chances of data exposure or data loss occurring.
The fastest—and most secure—way to migrate data is to use Prodly. Our desktop-free data migration tool provides data deployment plan templates for even the most complex data-driven apps, like Salesforce CPQ, Conga Composer, and FinancialForce PSA. Plus, it maps out all the relationships between objects for you—so all it takes to deploy is a couple of clicks. Imagine how much time you get back!
Another benefit of Prodly is that your data never leaves the Salesforce cloud. That means it remains protected during the move. What’s more: Our powerful data masking and data obfuscation tools mean you don’t have to worry about unauthorized access to sensitive information. And that goes a long way for compliance with GDPR, CCPA, HIPAA, and other regulations.
Managing users and permissions is another key step in the merger. You don’t want anyone to gain unauthorized access, but you also don’t want to lock out any key personnel.
Start by comparing the active users in both orgs; then merge or deactivate any duplicates based on their role. Defining permission sets based on roles prevents overlap and conflicting permissions. That said, keep a close eye on profiles with advanced privileges to ensure they have the access they need.
You might also want to consider training any users whose access or permissions have changed so they’re aware of the new structure. By communicating clearly what the changes are up front, you can reduce the learning curve and avoid potential post-merge issues.
The importance of testing that the merge functions the way you want it to simply cannot be overstated. Create a test plan that accurately simulates real-world scenarios in a sandbox environment so you can run tests without affecting any live data.
Once testing is completed, perform a post-simulation review. Are the fields all correctly mapped? Is there any data loss or corruption? Do all workflows, processes, and custom functionalities work properly?
It’s not enough to just test whether everything works. You also need to conduct performance testing to evaluate how the merged org behaves under a variety of loads. This will reveal any bottlenecks or performance issues you might not have observed during the initial tests.
After you’ve tested the org merge thoroughly and are satisfied with its performance and functionality, it’s time for the final step—deploying the merge.
Schedule the merge during off-peak hours or after business hours to minimize the chances of interrupting business operations. You should also make sure all stakeholders are informed of when the merge will take place.
Remember to put a rollback plan in place. If things don’t go as smoothly as planned, you’ll have your contingency plan to fall back on so you can revert to the pre-merge state without any data loss.
When you’ve completed the deployment, run tests to see if there’s any data loss or corruption and to determine if everything functions as desired. Double check the users and permissions, and promptly take care of any issues.
In addition, closely monitor how the system performs. Minor issues can always pop up, and you should address them immediately to prevent them from becoming major headaches.
Yes, there are certainly risks involved with an org merge, and it’s important to be aware of them. They include:
The best way to minimize risk during an org consolidation is to prepare thoroughly and monitor the merge every step of the way. Proper preparation takes time, but it’s well worth the investment because it streamlines the process and allows you to develop strategies to deal with any expected challenges.
Prevent data loss and corruption by using a reliable, secure data migration solution like Prodly, which handles large volumes of data in a fraction of the time it takes other tools. Moreover, never underestimate the importance of testing—it’s your safety net. By conducting a variety of extensive tests, you can pinpoint any issues and address them proactively.
In addition, be strategic and if possible, opt for a phased deployment. This involves merging sections of the org gradually, which gives you more control over the process.
Finally, remember to monitor the org closely after deployment. If you don’t, minor issues can slip through the cracks and affect performance.
An org consolidation is a complex process. Yet careful preparation, rigorous testing, and error-free deployment with a market-leading tool like Prodly can all make it much easier. And then you can enjoy the benefits of the org merge: streamlined operations, enhanced user experience, and more scalability.