Industry: Advertising & Marketing
Project Duration: 1 Month
Users: 250
Products Used: Sales Cloud, CPQ Plus
A US-based marketing company acquired a UK-based organization, both operating on separate Salesforce orgs with different processes, field structures, and data models. To complete the acquisition, the client needed both systems merged into a single unified Salesforce org within 30 days, without affecting sales productivity or risking data loss.
Astreca was selected to execute the Salesforce org consolidation, unify pipelines, clean and merge data, align CPQ configurations, and deliver a single source of truth across both regions.
Running two Salesforce orgs caused major operational challenges. Executives lacked a unified dashboard, the sales team constantly switched between orgs, and workflows were inconsistent. This fragmentation made decision-making slower and complicated sales visibility across regions.
To scale globally, the client needed one consolidated Salesforce environment that aligned processes, data, and reporting.
The objective was to combine the UK Salesforce org with the existing US org by:
Migrating and cleansing data
Consolidating opportunity stages and sales processes
Unifying CPQ product catalogs
Standardizing currencies and date formats
Maintaining familiar user experience to avoid retraining
1. 30-Day Deadline
The company had to complete the merger before the contractual deadline or pay for an additional year-long Salesforce license.
2. Formatting and Data Structure Differences
The UK org used different currencies, date formats, and field structures, requiring careful transformation and validation. Strong data hygiene was essential, similar to the practices explained in CRM Data Quality Best Practices.
3. Misaligned Sales Pipelines
Opportunity stages, forecasting methods, and approval flows differed between both orgs. This created confusion and required complete alignment, similar to how unified stages are described in Opportunity Management in Salesforce.
4. Fragmented Leadership Reporting
Executives could not access one consolidated view of KPIs without switching orgs, slowing decision-making and increasing reporting inconsistencies.
5. Minimal Training Window
The client wanted the system to remain familiar so the team could work without disruption.
The org merge required:
Mapping objects with different structures
Identifying and removing duplicates
Ensuring referential integrity
Cleansing and transforming data
Merging CPQ product structures with multi-currency pricing
Normalizing all date and number formats
1. Pre-Migration Blueprint
We created a complete migration plan outlining:
Object mapping
Data cleansing rules
Deduplication workflows
UAT cycles
Referential integrity checks
This eliminated risk during live migration.
2. Selecting Relevant Data
Not all data from the UK org was required. Removing outdated or irrelevant datasets helped optimize performance and reduce post-migration cleanup.
3. Cross-Team Collaboration
Working alongside internal sales, IT, and operations teams allowed us to identify inconsistencies, field mismatches, and historical data issues early in the process.
4. Unifying the Sales Pipeline
We consolidated opportunity stages, forecast categories, qualification paths, and account hierarchy to create a consistent global sales process.
5. CPQ Product and Pricing Alignment
The UK org introduced new SKUs and pricing. We merged product catalogs, standardized product structures, and aligned price books. Our approach reflected best practices used in projects similar to Salesforce CPQ Implementation.
6. Preserving Familiar User Experience
We retained existing layouts, record types, and permissions to ensure users experienced no major changes, allowing them to continue working without retraining.
7. Unified Reporting
We rebuilt dashboards and reports to reflect global data, offering leadership complete visibility and consistent insights across both regions.
8. Migration Tools Used
Salesforce Data Loader
Excel-based mapping sheets
Incremental migration waves
Data validation and reconciliation scripts
Completed in 23 Days
The consolidation was finished ahead of the 30-day deadline.
Avoided Additional License Cost
Completing early eliminated the need for purchasing an extra Salesforce license.
Unified Global Salesforce Org
All teams now operate from a single, optimized Salesforce environment with consistent processes, product structures, and reporting.
Accurate, Clean Data
The merged org now has higher data integrity, improved forecasting, and more reliable analytics.
Zero Disruption to Users
Because the UI and workflows remained familiar, adoption was immediate and seamless.
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