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Saariko
Saariko
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Be careful of "best practices" - be as specific as possible.
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Shog9
Shog9
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Best Practices for Merging How can I avoid problems when merging Salesforce Instancesinstances?

Does anyone know where I can get a list of best practices or straightforward support to merge 2 Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

What steps should I take to avoid problems when conducting this merge?

Best Practices for Merging Salesforce Instances

Does anyone know where I can get a list of best practices or straightforward support to merge 2 Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

How can I avoid problems when merging Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

What steps should I take to avoid problems when conducting this merge?

Changes to "Salesforce" rather than "SalesForce" or "Sales Force"
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edit approved Aug 19, 2012 at 19:34
Daniel Ballinger
edit approved Aug 19, 2012 at 19:34
Daniel Ballinger
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Bext Best Practices for Merging Sales ForceSalesforce Instances

Does anyone know where I can get a list of best practices or straightforward support to merge 2 SalesForceSalesforce instances?

My company has 2 SalesForceSalesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

Bext Practices for Merging Sales Force Instances

Does anyone know where I can get a list of best practices or straightforward support to merge 2 SalesForce instances?

My company has 2 SalesForce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

Best Practices for Merging Salesforce Instances

Does anyone know where I can get a list of best practices or straightforward support to merge 2 Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data in them. We have all the normal issues - duplicative license fees and routing costs, lack of sharing of leads and automation across instances, etc. In addition, both have different workflow with other third party systems (billing, custom scripts, etc.)

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bill P
bill P
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