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5/24/2024
10 minutes

From Chaos to Clarity: Managing Salesforce Environment Merges and Consolidations

Written by
Aaron Tavakoli
Table of contents

Mergers and acquisitions? Big moves that signal growth and fresh starts. 

But let’s talk about the not-so-small feat of merging Salesforce environments. It’s here that Salesforce Admins and Developers become the unsung heroes, making sure everything clicks into place smoothly. They keep the business gears running without a hitch while blending different systems across sprawling organizational landscapes. 

A study on post-merger integration challenges highlighted that achieving synergy is one of the most significant challenges during mergers and acquisitions, often dissipating unless meticulously managed​​.

Dive into this article to get the lowdown on how to handle Salesforce mergers like a pro, ensuring nothing gets lost in the shuffle. 

For more on the benefits of DevOps, check out our detailed guide.

Planning Your Strategy: Timeline and Milestones

Don't expect to merge Salesforce environments overnight. This is a marathon, not a sprint, stretching from a few months to over a year depending on how complex things get. 

The big headache? Wrangling massive amounts of data and customizations into a harmonious setup. Every environment brings its own unique batch of custom objects, workflows, and apps, which means there’s no one-size-fits-all solution — just a lot of smart, tailored strategies to keep everything on track.

Explore our thoughts on Salesforce environment strategy for more insights.

Initial Assessment: Grasping the Complexity  

Jumping straight into a merger without a game plan is not the best idea. We start with a deep-dive assessment to figure out exactly what we're dealing with — like cataloging every custom object, sizing up third-party apps, and tweaking workflows. This is about building a solid roadmap that meshes with our big-picture goals, making sure our tech efforts are pushing in the right direction from the get-go.

Learn about Salesforce automated testing to better understand integration challenges.

1. Merging Different Production Environments

Think of merging different production environments as a bit like crafting a fine tapestry. It takes a lot of focus to make sure every thread (or in our case, metadata and business processes) aligns just right. Any slip-up here can unravel into data losses or downtime, which is the last thing we need.

2. Integrating Multiple Production Environments

When we integrate multiple production environments, it’s all about making sure everything works together smoothly after the merger. It’s more than just dumping data into a single system –– it's ensuring these merged systems can run efficiently and continue supporting the business without missing a beat. 

3. The Role of Third-Party Salesforce Applications  

Third-party apps can really throw a wrench in the works. Every org might be using different apps, or even the same ones but set up differently. Getting them to play nice post-merger means looking closely at everything from licenses to how they're configured. Sometimes, it's about choosing which apps stay and which go, based on what’s best for the new unified system.

And about these third-party apps — deciding isn't just technical. It's also a strategic call.

Should we merge similar tools? Which ones really serve us best? 

These decisions often involve a lot of talks with vendors and some serious strategic planning to make sure the apps we end up with enhance, not hinder, our new, streamlined environment.

4. The Role of DevOps in Salesforce Mergers

Let's talk about keeping our DevOps pipelines in tip-top shape during a Salesforce merge. It’s all about nailing that perfect blend of speed, agility, and quality. We do this by rocking a solid CI/CD strategy that doesn't just blend the old with the new but does it while sticking to the highest standards of quality and compliance. And yes, merging codebases and squashing conflicts along the way is part of the gig, ensuring everything is neatly tracked and crystal clear.

Optimizing DevOps Pipelines for Merger Efficiency

Getting our DevOps ducks in a row means having a killer system in place to keep track of all the changes across different environments. With Copado’s cutting-edge CI/CD tools, we're automating the heck out of conflict detection and resolution. This not only keeps our audit trail clean but also amps up the transparency and slashes the error rate during the hectic integration phase, ensuring updates roll out smoothly.

5. Managing Testing Requirements

When we bring environments together, thorough testing isn’t just a nice-to-have to keep the business humming without a hitch. We’re talking a full spread of tests—functional, regression, user acceptance—you name it, to make sure the new, unified environment ticks all the boxes. Planning and executing these tests with precision is key to catching any gremlins before they cause trouble in the tech paradise.

How Copado Solutions Facilitate the Merger Process

When the going gets tough, Copado gets going. Our CI/CD platform is sleek, powerful, and ridiculously efficient. It merges codebases, zaps conflicts, and keeps every single change in check. This means faster merges, fewer oopsies, and a clean compliance check. Basically, we speed up the tough stuff and keep your hair from turning gray.

And we’re not stopping there. Copado’s tech magic makes shifting between development stages look easy. It’s all about making sure everything clicks into place perfectly, from start to finish. Plus, our knack for automating Salesforce QA tasks means you get to keep up with the best CI/CD practices without breaking a sweat.

The Power of AI in Accelerating Planning and Deployment

Artificial Intelligence (AI) is revolutionizing how teams plan and deploy solutions, drastically reducing timeframes and increasing precision. With AI, repetitive tasks are automated, complex data analyses are performed in seconds, and predictive insights are offered, enabling teams to make informed decisions faster. 

CopadoGPT is our new AI solution (currently in Beta), that has been trained on Copado’s rich knowledge base of Salesforce DevOps and Test Automation data. By providing intelligent automation and predictive analytics, CopadoGPT allows for more efficient management of Salesforce environments. This creates a real opportunity to scale operations, ensuring that development, testing, and deployment are not only faster but also more reliable.

Manual Testing: Ensuring User Acceptance and Functionality

Even in a world of high-tech automation, there’s a time and place for the human touch. That’s where manual testing, especially UAT, comes into play. Copado isn’t just about the robots –– we make sure your team has the tools to quickly and effectively get through manual tests. This way, every update not only works but feels right to the folks using it.

Wrapping Up

Merging Salesforce environments? It’s a big deal with big challenges, but also big opportunities for growth and getting things right. As Salesforce Administrators and Developers, you’re at the helm of this journey. With Copado's CI/CD and Robotic Testing by your side, you’re all set to navigate through these choppy waters smoothly, ensuring your organization not only survives but thrives.

Book a demo

About The Author

Product Marketing Manager

Aaron Tavakoli is a technical marketing professional with extensive experience in Test Automation and DevOps product marketing, sales strategy, and channel development at industry leaders including Adobe, Keysight and Kodak. When he's not learning about and sharing new and innovative technology advances, Aaron enjoys sailing and ski trips. A native of Australia, Aaron now lives with his family in Redondo Beach, California.

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