Business consolidates and splits as part of M&A. Use our expert Salesforce migration services to implement production org migrations: 1-to-1, consolidate, or split orgs. Seamless transitions with robust processes and tools.

Our services cover various migration models:

1 Org to 1 Org Migration: Migrate data and metadata from one Salesforce instance to another.

Consolidate Multiple Orgs to 1 Org: Merge data and functionalities from several Salesforce organizations into a single, unified instance.

Split 1 Org into Multiple Orgs: Separate data and metadata from a single Salesforce instance into two or more distinct organizations.

Our methodology typically involves the following phases:

1. Planning & Discovery: We begin by understanding your specific requirements and conducting a thorough assessment of your current Salesforce instance(s). This includes analyzing the data model, role hierarchy, objects, metadata, and integrations. We identify the scope of the migration and develop a detailed migration and testing plan.

2. Setup & Configuration: We set up the target Salesforce environment(s), including new production orgs and necessary sandboxes. We configure essential settings and prepare migration tools and scripts.

3. Segregation & Integration (for Splitting Orgs): This involves cleaning up metadata and data, refactoring code, removing or rebuilding integrations, and migrating relevant components to the new org.

4. Schema and Data Merging (for Consolidating Orgs): We analyze and merge schemas, evaluate data deduplication rules, and merge code, flows, and third-party integrations. Security implementation and restructuring of email templates, record types, and document repositories are also key activities.

5. Data Migration: We execute data migration scripts, ensuring data integrity and maintaining relationships between objects. We handle attachments and files as part of this process. Strategies for handling historical and incremental data loads are employed to minimize downtime.

6. Testing & Validation: Rigorous testing is performed to validate data integrity, workflows, and integrations in the target environment(s). This includes unit testing, functional testing, regression testing, and User Acceptance Testing (UAT).

7. Go Live & Support: We manage the cutover process, including delta syncs and enabling users. Post-migration support is provided to address any immediate issues and ensure a smooth transition.

Data Security: We implement strategies to maintain data security, especially when consolidating multiple businesses into a single org, often utilizing record types and profile-wise access controls.

Tooling: We utilize a combination of industry-standard tools such as Gearset, Copado, OwnBackup, Data Loader, Workbench, ANT Migration Tool, and SFDX, alongside custom scripts, to achieve efficient and accurate migrations.

Handling of Complexities: We address challenges such as migrating large volumes of data, maintaining Created Date and Last Modified Date, and handling user migrations with the same username across orgs. We also account for elements that cannot be directly migrated, such as HVS data and cadences, and plan for their recreation.

Downtime Minimization: We plan migration activities during off-business hours and utilize phased migration approaches to minimize downtime for users.

Comprehensive Migration Scope: Our migration services cover a wide range of components, including standard and custom objects, fields, metadata (record types, page layouts, validation rules, etc.), automation (Flows, Process Builders, Workflows, Apex), reports and dashboards, security settings (profiles, permission sets, sharing rules), users, static resources, email templates, products, pricing, integrations, and installed AppExchange packages.

Experienced Team: Our team consists of experienced professionals including Project Managers, Salesforce Developers and Admins, Data Migration Specialists, and DevOps Engineers.

By partnering with Thinqloud for your Salesforce migration needs, you can ensure a smooth, secure, and efficient transition, allowing you to leverage the full potential of your Salesforce investment.