Salesforce Org Consolidation & Lightning Upgrade | Iqra Technology
Salesforce · Org Consolidation · Case Study

Salesforce Org Consolidation & Lightning Upgrade

How Iqra Technology consolidated three Salesforce orgs and accelerated Lightning adoption for one of the top 5 global event services companies — creating a single source of truth across the organization.

Salesforce Org Consolidation Lightning Upgrade Data Migration Lightning Experience Salesforce Flows

Client Overview

One of the industry's top five exhibition and event organisers headquartered in the United Arab Emirates, with offices across the United Kingdom, Saudi Arabia, Canada, Singapore, South Africa, and Egypt. The company delivers world-class trade exhibitions and conferences across key global markets.

Operating at a global scale, the company manages hundreds of exhibitors, sponsors, and attendees across multiple annual events. Their finance and sales teams handle a high volume of contracts, invoices, and signed agreements on a continuous basis — making document accuracy, speed, and traceability critical to day-to-day operations.

With a growing international footprint and an increasing number of transactions to manage, the company recognized the need to move away from manual, paper-based processes and adopt a fully digital, automated Order-to-Pay workflow built natively within their existing Salesforce and Certinia environment.

Industry Details

IndustryEvent Services
LocationDubai, UAE
Timeline12 Months
TechnologySalesforce Enterprise
Company Size Over 5,000 employees

Project Overview

One of the world's leading Event Services companies sought to modernize and streamline its Salesforce ecosystem by consolidating three independent Salesforce orgs into a single, enterprise-wide platform. Facing challenges related to fragmented data, inconsistent business processes, and limited visibility across teams, the organization partnered with Iqra Technology to standardize data models, migrate and deduplicate legacy records, and enable a seamless transition from Salesforce Classic to Lightning Experience. The project also included user adoption initiatives and customized training programs to support a smooth rollout. As a result, the company achieved a unified, scalable, and Lightning-ready Salesforce environment, improving data governance, enhancing user productivity, and establishing a single source of truth across its global operations.

Client Requirements

  • Merge three separate Salesforce orgs into one centralised Enterprise Edition.
  • Migrate millions of records with data integrity preserved throughout.
  • Standardise object schemas, layouts, and record types across all orgs.
  • Upgrade from Salesforce Classic to Salesforce Lightning Experience.
  • Implement deduplication flows and matching rules to clean existing data.
  • Deliver automation using Salesforce Flows to replace manual processes.
  • Drive Lightning adoption across all departments through targeted training.
  • Provide Trailhead modules and sandbox walkthroughs for end users.

Technologies Used

Salesforce Enterprise Edition Salesforce Lightning Experience Salesforce Flows Salesforce Trailhead Data Loader Duplicate Management & Matching Rules

Challenges & Solutions

Problem 1 The client was still using Salesforce Classic — the older, outdated interface — limiting user productivity, restricting access to modern Salesforce features, and creating a poor user experience across the organisation.
Solution Upgraded the entire organisation from Salesforce Classic to Salesforce Lightning Experience. This included reconfiguring page layouts, enabling Lightning components, and ensuring all customisations were Lightning-compatible before go-live.
Problem 2 Three separate Salesforce orgs had conflicting schemas — different object models, field names, record types, and layouts — making consolidation and data migration highly complex and error-prone.
Solution Designed and implemented a unified object model and standardised record types in one centralised org. All three orgs were mapped to a single schema, ensuring consistency across layouts, fields, and data structures post-migration.
Problem 3 Lightning adoption was low — users were unfamiliar with the new interface and resistant to change, risking poor uptake and continued reliance on workarounds from the Classic experience.
Solution Developed custom Trailhead modules and sandbox walkthroughs tailored to the client's workflows. This gave users hands-on experience in a safe environment before go-live, significantly increasing Lightning adoption across all departments.
Problem 4 Years of data accumulated across three orgs contained significant duplicate records, inconsistent entries, and poor data quality — all of which needed to be resolved before migrating into the new unified org.
Solution Implemented deduplication flows and matching rules to automatically identify, flag, and clean duplicate records before and during migration. This ensured the consolidated org started with a clean, accurate, and trustworthy dataset.

Measurable Results

3→1
Orgs Consolidated into One
A single scalable Salesforce org replacing three fragmented instances across the organisation.
100%
Data Migrated & Deduplicated
Millions of records migrated with optimised data structure and zero duplicate records.
Lightning Adoption Rate
Enhanced Lightning adoption across all departments through Trailhead and sandbox training.
Team Productivity
Better team productivity through standardised workflows, automation, and a unified Salesforce platform.

Implementation Highlights

  • Consolidated three separate Salesforce orgs into a single Enterprise Edition instance.
  • Migrated millions of records with data integrity preserved throughout.
  • Standardised object schemas, layouts, and record types across all orgs.
  • Upgraded from Salesforce Classic to Salesforce Lightning Experience.
  • Implemented deduplication flows and matching rules to clean existing data.
  • Delivered automation using Salesforce Flows to replace manual processes.
  • Drove Lightning adoption across all departments through Trailhead modules and sandbox walkthroughs.

What Our Clients Say

Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.

★★★★★

"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."

MJ
Mohd Jaukh
HR Leader, ThinkBiz Technology Pvt Ltd
5.0
Clutch
★★★★★

"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."

AD
Anonymous Director
Financial Services Company, Australia
5.0
Clutch
★★★★★

"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."

AE
Anonymous Executive
DataHeights, Canada
5.0
Clutch
★★★★½

"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."

TE
Todd
Managing Partner, Emanuel Law Group
4.5
Clutch
★★★★½

"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."

GI
Anonymous
Group IT Director, Investment Management, Dubai
4.5
Clutch
★★★★★

"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."

SB
Serge Barros Chaves
CEO, PRODEVA, Spain
5.0
Clutch
⭐ View all 8 verified reviews on Clutch.co →

FAQs

Salesforce org consolidation is the process of merging multiple separate Salesforce environments into a single unified org, creating a single source of truth and reducing complexity after acquisitions, regional expansions, or legacy implementations that have accumulated over time.
All records are extracted, cleaned, deduplicated, and mapped to the target org's unified data model before migration. A full validation exercise is completed in a sandbox environment before any production migration takes place, ensuring zero data loss throughout.
Salesforce Lightning Experience is the modern redesign of the Salesforce interface with improved mobile support, Kanban views, and productivity features. Salesforce has invested exclusively in Lightning since 2016, making the upgrade essential for long-term supportability and access to new features.
Data deduplication involves using Duplicate Management rules, matching algorithms, and custom Flow logic to identify and flag duplicate records across source orgs before merging, ensuring the consolidated org starts with clean and accurate data.
Low Lightning adoption typically occurs when users are unfamiliar with the new interface and have not received adequate training before go-live. Targeted Trailhead training, role-specific walkthroughs, and a champions network significantly improve adoption rates.
Iqra Technology provides Salesforce org consolidation services covering schema standardisation, data migration, deduplication, and Lightning upgrades across multiple orgs. Contact us at iqratechnology.com/contact-us to discuss your consolidation project.
Salesforce org consolidation and Lightning migration projects typically start from $15,000+. Iqra Technology provides experienced Salesforce consultants from $15/hour, $1,500/month, or $2,500/month. Contact us for a customised quote.
Iqra Technology provides end-to-end Salesforce Classic to Lightning upgrade services, including page layout reconfiguration, Lightning component compatibility review, sandbox testing, and user adoption training. Contact us for a scoped proposal.
Iqra Technology offers fixed-scope Salesforce org consolidation projects with clear milestones and deliverables. Contact us at iqratechnology.com/contact-us to discuss your org count, data volumes, and customization requirements for a tailored quote.
Iqra Technology provides Salesforce data migration services, including extracting, cleansing, deduplicating, and migrating millions of records across multiple Salesforce orgs into a single unified environment. Contact us at iqratechnology.com/contact-us.
Iqra Technology has extensive experience merging multiple Salesforce orgs into a single enterprise-grade environment, standardising data models, migrating records, and driving Lightning adoption. Contact us at iqratechnology.com/contact-us to get started.

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