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Update Salesforce After Mergers and Acquisitions

Merging multiple Salesforce instances doesn’t have to be challenging

Managing multiple Salesforce instances

Merging two Salesforce orgs can be a complex and time-consuming process, but it's an essential step when two companies come together in an acquisition or merger. To ensure a smooth transition, it's crucial to focus on key areas like mapping out every impacted process, creating and eliminating fields, protecting important reports, understanding tech stack dependencies, updating integrations, and giving team members the necessary access.

A Change Intelligence partner can be a valuable tool in this process, helping ops teams visualize dependencies, understand data references, and protect reports. With Summit Technologies assistance, teams can gain a deeper understanding of both systems and make informed decisions about technical debt and workflows. This can save time and reduce stress during the merger process. By following best practices and leveraging the right tools, ops teams can successfully merge multiple Salesforce instances and create a single, fully integrated system.

Summit Technologies is your Salesforce implementation partner and our discovery process ensures we build a Salesforce solution for your business that incorporates everything you need, customized for your business model, and nothing that you don’t need.

Summit Technologies is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, Nonprofit Cloud, Education Cloud, Pardot, Field Services and Salesforce Communities. Summit Technologies strategic services solutions bring custom Salesforce technology to work for your business.

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