Salesforce Org Merge — 5 Tips for Build

The build phase is a critical step where the merged solution starts coming together. To make sure the process goes smoothly, it’s important to follow these five essential tips.

Robust Unit Testing
Sprint Demos with all Stakeholders
Refined UAT Plan
Effective Change Management
Document, Document, Document

1. Robust Unit Testing

During the build phase, it’s crucial to test your solution thoroughly. Test individual parts, like triggers, workflows, and custom code, to ensure they meet the requirements and work as expected. By catching and fixing issues early on, you’ll improve the quality of the merged org and reduce the risk of problems down the line.

2. Sprint Demos with all Stakeholders

Regular sprint demos offer a platform to showcase build progress to stakeholders. These demos provide an opportunity for stakeholders to provide feedback, review features, and suggest improvements. By involving stakeholders throughout the process, you’ll ensure that the merged org aligns with their needs and expectations.

3. Refined UAT Plan

You can execute the project build perfectly, but without a strong UAT plan in place, the org merge can still fail. Schedule regular UAT planing sessions to ensure everyone is clear on your test strategy, resource commitments, and timeline.

4. Effective Change Management

Begin executing your change management strategy during the build phase to ensure a smooth transition and user adoption. Communicate the benefits and impacts of the merged org to stakeholders and end-users. Address user concerns and set expectations on the upcoming changes.

5. Document, Document, Document

Maintain detailed documentation of all the changes you make during the build phase. Document customizations, configurations, integrations, and any other modifications you implement. This documentation will be invaluable for future maintenance, troubleshooting, and knowledge sharing. It will also help you keep track of decisions made during the build.

By following these five essential tips, you’ll enhance the build phase of your Salesforce org merge. You’ll improve quality, keep stakeholders engaged, validate the user experience, manage changes effectively, and have comprehensive documentation for future reference.