Case story · Org merge

Two orgs. One customer, twice.

How a mid-sized B2B company that grew through acquisition combined its orgs into one.

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Org A
Regional org
Customer record
Customer X
Owner
Sales rep 1
≠
Org B
Acquired org
Customer record
Customer X
Owner
Sales rep 2
After the acquisition: two orgs hold one customer
Same customer, two records, two owners

The situation

A mid-sized B2B company grew through acquisition. Each business kept its own Salesforce org.

The same customer sat in several places with different owners, so the reports could not agree.

How we work

One customer. One record.

1
Map it
Every org, rule and owner
2
Find the overlap
Where two records are one customer
3
Decide one owner
Winning record rules first
4
Change safely
Merge in small, tested steps

You keep the map and the findings either way.

What changed

One org
Regional orgs combined into one

From our client work

Try it this week

Check your customers.

Pick one customer. Search for it in each org.

Org A
Count them
=?
Org B
Count them
=?
Owners
Count them

More than one record or owner? That is where clean-up starts.

The Org Review

Throughset cleans up messy Salesforce orgs, merges included.
$3,500
USD, from, fixed fee
  • Agreed before work starts
  • You keep the findings either way
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