Navigating Complex Waters: The Tale of Merging Salesforce Orgs from a Marketing Cloud Perspective
In the ever-evolving world of digital marketing and customer relationship management, merging two Salesforce instances can be as challenging as it is critical. My journey as a Marketing Cloud consultant for an insurance company undertaking such a project revealed complexities that went beyond initial expectations. This article aims to share insights from this experience, providing a roadmap for professionals facing similar challenges. Project Background The project started with a straightforward objective: merge two Salesforce orgs into one. While the Salesforce core team tackled the brunt of the development and migration work, our role in the Marketing Cloud team was more focused, yet pivotal in ensuring the seamless integration of marketing processes post-merge. The Role of the Marketing Cloud Team Contrary to what one might expect, our work did not involve creating new journeys or automation in Salesforce Marketing Cloud (SFMC). Instead, our primary task was to update the busine