The challenge
Years of acquisitions had left five regional Salesforce orgs, each with its own data, customisations, and duplicated processes. Reporting across the business meant stitching exports together, and no single org told the whole story.
Our approach
We agreed one target model before touching data, then merged in phases.
- Mapped every org’s data model and process, then signed off a single target model up front.
- Ran a phased merge with iSyncSF, moving each org’s records with their relationships intact.
- Layered Agentforce in for post-merge automation, so the unified org improved workflows rather than just combining them.
- Kept full validation and rollback safety nets at every stage, so each cutover was reversible until proven.
The result
The business now runs on a single unified org that people trust, delivered with full validation and rollback in place and zero downtime during cutover.
Reporting is one query, not five exports.