Turn Vague Consolidation Strategy Into Hard Requirements
Your mandate is broad: integrate our Salesforce orgs to enable cross-selling. But your configuration needs to be specific: do we share account records?
This decision framework gives you a structured way to ask the right questions. It forces your stakeholders to move past high-level goals and define the specific operating rules you need to configure your unified Salesforce environment.
Get Definite Answers
Extract the specific data-sharing rules you need to turn "We want to cross-sell" into code.
Define The Scope
Lock in the budget and timeline constraints before you start the technical build.
Prevent Delays & Rework
Secure executive sign-off on the operating rules now to avoid confusion and changes later.
The 6 Critical Decision Points of Salesforce Org Merges
Most org-merge plans fail because they focus only on technology. This framework ensures you don’t miss a critical dependency. It breaks down the consolidation mandate into distinct categories to secure agreement across the entire business from the start.
- Identity & Revenue: Define how brand architecture and pricing models dictate your security and data boundaries.
- Process & Team: Lock in the workflow rules and training requirements before you configure the sales path.
- Architecture & Adoption: Determine the platform strategy and assess change readiness.
