Salesforce Orgs Consolidation Strategy

A short outlines on how to merge multiple Salesforce Orgs into one unified system. This overview follows the Salesforce Org Merge Framework, blending aspects of Project Management (PMI), Data Migration Best Practices, and the Salesforce Implementation Lifecycle. Key steps covered include:

• Discovery and Assessment (object/data mapping, metadata review)

• Planning and Design (governance, security and integration alignment)

• Build and Preparation (data migration, sandbox testing)

• Testing and Validation (dry-run, functional testing, UAT)

• Cutover and Go-Live

• Post-Migration clean-up, Training, and monitoring user adoption