Industry: Advertising & Marketing
Project Duration: 18 Months
Users: 250
Products Used: Sales Cloud, CPQ Plus
The client recently acquired a business in the UK. With users across the US and UK operating in completely different systems, it became difficult for leadership to gain a unified view of the business. Additionally, the sales team had to log into two separate orgs to sell products outside their core region — slowing down productivity.
The client, a fast-growing marketing company, had data spread across two Salesforce orgs. Switching between orgs increased manual work and created reporting gaps. The goal was to consolidate both orgs into a single unified Salesforce instance, streamlining data management and improving visibility.
To understand the scale of the challenge, refer to similar scenarios like our Salesforce Data Migration insights, which highlight common migration pitfalls and best practices.
The acquisition agreement allowed only 30 days to migrate data. Missing this deadline would require the client to purchase additional year-long licenses — adding significant cost.
Key challenges included:
Migrating large volumes of data across multiple Salesforce objects
Maintaining identical layouts, fields, and processes post-migration
Preserving user adoption by keeping the look-and-feel familiar
Aligning US and UK date formats
Handling multi-currency configurations
Consolidating reporting and dashboards
Defining a uniform sales process
Ensuring clean data quality — a challenge commonly addressed in CRM Data Quality Best Practices
Users from different orgs had different habits and workflows, so the consolidation had to be seamless with minimal training requirements.
Because both companies operated in the same industry, they often had duplicate account records in different regions. Mapping these without losing strategic account data required strict validation rules.
Other technical challenges included:
Establishing referential integrity between Accounts → Contacts → Opportunities
Mapping fields consistently
Filtering only the necessary data
Maintaining page layouts, profiles, and record types
Consolidating Opportunity stages
Merging product structures and creating new price books
Managing locale and date format differences
Ensuring correct “who sees what” visibility and security
Our process followed a structured lifecycle:
Assessment → Planning/Design → Implementation → UAT → Production Org Consolidation → Go-Live → Post-Migration
This was the most critical phase. We identified what should be migrated and what should be left behind. This ensured the new org was not cluttered with redundant or outdated fields.
Simplified business processes where possible
Worked closely with IT and business teams to document challenges
Built logic for strategic account hierarchy
Consolidated Opportunity stages to standardize sales motion
Created new products, price books, and pricing rules
Designed page layouts and record types to mirror user expectations
Developed a detailed migration plan with mapping and transformation
Cleaned and standardized data for accuracy
Resolved referential integrity issues
Set up multi-currency configurations
Enabled CPQ features for selected users
Ensured proper locale settings for US & UK date formats
Updated reports and dashboards to reflect consolidated data
To avoid downtime, we conducted an initial migration followed by incremental loads. This ensured minimal disruption for users in the source org.
These steps reflect proven components of successful data management, as seen in similar results highlighted in our Data Accuracy & Efficiency case study.
Salesforce Data Loader for high-volume data migration
Microsoft Excel for filtering and transformations
Mapping document for object relationships
Profiles, page layouts, and record types for UI consistency
Validation and referential integrity checks
Pre-production UAT testing before migration to Production
The migration was completed successfully, creating a single source of truth for the entire organization.
Key outcomes:
Users now access all data from a single unified org
No need to purchase additional Salesforce licenses — major cost savings
Improved reporting and visibility for the executive team
Streamlined sales process across both regions
Clean, accurate, and reliable data
Fully consolidated org delivered in 23 days
The result was a healthy, optimized, and scalable Salesforce environment ready for future growth.
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