Mergers and Acquisitions (M&A) are a constant as companies look for ways to expand their customer base and take advantage of synergies with other companies.
After the acquisition closes, integrating an acquired company into your Salesforce org is one of the biggest projects any Salesforce admin, business analyst, or developer can take on. It has to be seen as a “full implementation” in terms of gathering business requirements, setting up users, making system configuration changes, loading data, training, etc.
Through 10+ migrations, I have a ‘Framework’ for M&A success to share that will help you get started on the right foot with:
1. An introductory workshop to help set the stage for success.
2. A project plan template to keep everyone focused on achieving that success.
Set your company up for success in this key area!
