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To Merge or Not to Merge Salesforce Orgs?

When a merger, acquisition, consolidation or spin-off takes place, there are often separate #Salesforce Orgs (instances) that reside in different areas of a company. When there are separate CRM systems, it is impossible to roll up performance results to one management dashboard, so analytics will not be powerful/reflective of total business results. Also, you may be missing opportunities to cross-sell and up-sell by maintaining separate Orgs. And, without a combined system, you do not have a single point for integration and data cleansing. So, there are significant advantages to merging Orgs, many of which are a direct result of housing data in a single location. This ensures that users will have greater visibility and accessibility to unified information on sales, service, reporting, analysis and more.

For example, Perficient recently helped a client integrate three instances of Salesforce after they acquired businesses that were using the tool. All three businesses were using Salesforce in very different ways, which resulted in vastly different configurations. Because of this, naming conventions had to be standardized, account and contact data de-duped and business processes merged.M&A

Perficient was able to work with them to harmonize and re-engineer their accounts, contacts, opportunities, activities management and train several hundred users. The merged business processes now support a single, unified business development team and the company is looking to use our process as the “gold standard” for future Org consolidations.

If your company is having problems consolidating Salesforce Orgs now, or if you will be consolidating systems in the near future, please contact us for expert help at

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Sharon Suchoval

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