Salesforce Org Consolidation & Lightning Upgrade
Unified three separate Salesforce orgs into one Lightning-ready Enterprise Edition with improved user experience and data integrity.
Client Overview
A multi-regional enterprise aiming to streamline internal operations and boost Lightning adoption across departments.
Technical Stack
Implementation Highlights
Merged 3 orgs and migrated millions of records in one Centralise org
Standardized layouts and schema across orgs
Enabled Lightning onboarding via Trailhead
Delivered automation through Flows
Challenges & Solutions
Client used Classic Ui in Salesforce
Solution: Upgraded Salesforce Classic to Salesforce Lightning
Schema conflict across orgs
Solution: Created unified object model and record types in one centralise org
Low Lightning adoption
Solution: Developed Trailhead modules and sandbox walkthroughs to increase adoption of Salesforce Lightning.
Data cleaning
Solution: Implemented deduplication flows and matching rules to clean and streamline the data.
500+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- A single scalable Salesforce org
- Optimized data structure
- Enhanced Lightning adoption
- Better team productivity
Key Learnings & Next Steps
For companies using multiple Salesforce instance a single unified Salesforce environment can provide standard business processes and centralised data repository .
