Managing multiple Salesforce orgs can be challenging for enterprises. It often results in an inconsistent and incomplete view of processes, data, and customers. To get a single view of all the information your Salesforce CRM must be connected to the rest of the organization.
An organization may implement and maintain multiple Salesforce instances for several reasons including having multiple business units with each using a separate org, operations in multiple countries, or due to mergers and acquisitions with the other company also using Salesforce.
Whatever be the reason, managing multiple orgs can lead to various challenges and therefore organizations need to assess their org architecture and see if consolidating Salesforce orgs makes sense.
Also Read: Best Salesforce Integration Patterns
Why businesses should consider consolidating multiple Salesforce orgs?
Managing multiple Salesforce orgs leads to various challenges such as-
- Reporting- In a multiple Salesforce org environment, data resides in various orgs. This makes it difficult to create unified reports and get a 360-degree view of the processes.
- Collaboration- With each Salesforce org creating a silo of its own, organization-wide collaboration suffers.
- Management- Managing various orgs is complex and resource-intensive as you would need Admins, developers, and other resources.
- Costs- From license fees to costs in hiring teams to manage each org, managing multiple orgs are also expensive.
If your business is facing all or any of these challenges then you should consider consolidating your various Salesforce orgs.
Multiple Salesforce orgs Consolidation Options
Multiple Salesforce org consolidation can be done in 3 ways- Single Org, Reporting Org, and Master Sync Org. Depending on your business structure and needs, you have the flexibility to choose any of the options and address various challenges faced in managing multiple orgs.
1. Single Org
This involves merging and migrating all the data from multiple orgs to one single org. The single org strategy is good to establish a single view of the business, reduces costs, and enables centralization. However, you may face governor or storage limit issues as all the data gets stored in one org.
2. Reporting Org
Here a new org is created for reporting purposes. All the data from various other orgs are periodically migrated to the newly created org. The reporting org strategy is the least invasive one and solves the specific reporting issue caused due to multiple orgs. However, it involves more expenses in managing another org and doesn’t address other challenges discussed above.
3. Master sync Org
A parent-and-child org is created. An existing Salesforce org is assigned as the master environment. This is a less-invasive approach and creates a master environment. However, it also adds to expenses and resources.
All the 3 options have their share of pros and cons. In the end, it comes down to your business needs, organizational structure, and information requirements, while choosing the best Salesforce org consolidation strategy.
If you are looking for Salesforce Org Consolidation, we can help. Our certified Salesforce consultants will do a detailed assessment of your business needs and the existing org architecture to suggest to you the best strategy for creating a Salesforce org strategy. We can also help you in executing your strategy and run your Salesforce org smoothly and optimally. Get in touch with us and one of our consultants will schedule a call with you at the earliest.