- Our Work
- Manufacturing
Merging acquired Salesforce orgs, then carving one business back out
A sprint-based org consolidation after acquisitions, followed later by a scoped export for a divested product line.
The problem
After a run of acquisitions the group had separate Salesforce orgs, each with its own sales, service and CPQ setup. Later, one product line needed its data separated again and handed over cleanly.
The approach
I ran the consolidation as project manager and worked hands-on in the org: discovery, five build sprints, system integration testing, UAT and a planned cutover window, with weekly status reporting on milestones and data errors.
What I built
- Consolidation of an acquired company’s Salesforce environment into the parent org
- A carve-out export covering 25 objects, each scoped by business unit or record type: accounts, opportunities, CPQ quotes and lines, cases and email, assets, work orders, service contracts and files
- Support for multi-brand Email-to-Case, including an Apex handler that requests a missing serial number and escalates by customer tier
- Diagnosis of auto-replies that sent for one brand and not another, traced to org-wide address and template permissions
Outcome
- An acquired org was consolidated into the parent across five build sprints.
- A divested product line was scoped for handover across 25 objects.
Next step
Tell me what is stuck.
A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.