Salesforce Org Merge — 4 Deployment Considerations
- Ali Ramirez
- Aug 2, 2023
- 1 min read
Congrats on making it to the deployment phase of your Salesforce org merge! Now, as you're getting ready to go live with the merged org, let's go through some essential steps to make sure everything goes super smooth:
1. Consider External Systems
First things first, take a look at all the external systems that interact with Salesforce. You want to keep your data consistent and ensure information flows seamlessly across your business. So, update any necessary changes in those external systems and make sure you document everything properly with assigned owners and dates.
2. Keep Everyone in the Loop
Communication is key! Make sure your users know when the go-live date is and how they’ll access the new system. Create a solid communication plan, including emails, follow-up training sessions, and documentation, to keep everyone in the loop and ensure a smooth transition.
3. Put It to the Test
Time for some testing! Make sure you validate the performance and functionality of the merged org after deployment through robust regression testing. Get representatives from different user roles involved to catch any potential issues before they become big problems for everyone.
4. Support and Feedback
Don’t forget about support! Provide a dedicated channel for users to give feedback, ask questions, and seek help when needed. And, of course, make sure you have a responsive support team in place to address their inquiries promptly and effectively.
By keeping these deployment tips in mind, you’ll rock the final steps of your Salesforce org merge. It’s your chance to create a streamlined and unified Salesforce environment, boosting efficiency and productivity throughout your organization. Good luck, and you’ve got this!
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