MERGE SALESFORCE
With the rise of digital transformation and the sheer size and volume of data, many enterprise companies are finding themselves needing to manage large datasets across multiple salesforce systems. The process of incorporating data from one salesforce system with the other is called salesforce merging. To do so successfully demands a high level of expertise and skill. Salesforce Merging Strategies Salesforce merging is a method whereby data from two distinct Salesforce platforms can be joined together into one harmonized home. It’s most often used in situations where two companies have combined and need to consolidate their respective Salesforce systems. This method of merging helps in streamlining operations, maintaining versions of the same data, and ensuring data security. To accomplish a successful merge, the following strategies must be followed: Data-Mapping: The initial step that needs to be taken is to map out the existing data that exists in both Salesforce systems. A deep dive into each system’s fields, objects, and relationships will help give a better understanding of the potential conflict areas and point out any discrepancies between the two. Object Duplication: After mapping, the next step is to identify any objects (such as accounts, contacts, etc.) that may be duplicated in either one or both of the systems. It’s important to take the time to filter out any duplicates as this will reduce duplicate records during the merge. Data Clean-up and Integration: After the duplicate objects have been identified, the next step is to clean up any missing data and properly integrate anything that needs to be brought over from either system. Testing: Once the merging steps have been completed, it is essential to undertake thorough testing of all merged systems before going live. Critically evaluating both systems in tandem can help to identify any potential areas of conflicts as well as quantify the success of the merging process overall. Merging Best Practices When it comes to Salesforce merging, there are few best practices to keep in mind. First and foremost, all steps of the merging process should be carefully documented throughout its entirety. This step ensures that problems or errors that may occur during any point of the merge are identified and can be remedied quickly. Additionally, it is strongly advised to make use of a third-party provider like ours that specializes in Salesforce release management, Salesforce data backup and recovery, and Salesforce security solutions. When leveraging a dedicated provider, processes like data-mapping, integration, and testing are streamlined which helps minimize the risk of error and keep the overall cost of the merge within budget. Conclusion The merging of one salesforce system with another can be a complicated but necessary task. Enterprise clients need to ensure that they have the right personnel in place as well as the proper strategies in order to complete such a task with ease and accuracy. Taking into account the best practices outlined above, such as investing in a third-party provider, will help to ensure a simple and successful merger of Salesforce systems.
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