Customer Overview
Customer is a leading financial services provider, operates across multiple business units. Over time, teams were working in two separate Salesforce orgs, which created operational silos and limited the company’s ability to scale efficiently.
The Challenge
Running multiple Salesforce orgs led to increasing data and process complexity:
- Customer and business data were spread across two disconnected systems
- High volumes of duplicate records and inconsistent data fields
- Reporting and analytics were fragmented, making it hard to gain a unified view
- Teams lacked a single source of truth for decision-making
To support growth and streamline operations, customer needed a unified Salesforce environment.
The Solution: Consolidating Two Salesforce Orgs into One Unified Platform
Congruent Software’s Salesforce consultants executed a full end-to-end data migration to bring both Salesforce orgs into a single, standardized system, without disrupting business operations.
Key components of the solution included:
- Object and schema standardization across both orgs
- Data cleansing and deduplication using defined business rules
- Field-level normalization to eliminate inconsistent formats
- Historical data migration, ensuring accuracy and continuity
- Comprehensive pre-migration validation and post-migration integrity checks
The approach delivered a clean, consolidated org designed for long-term scalability and maintainability.
The Results
- One Unified Source of Truth
All customer and business data now lives in a single Salesforce org, giving teams a consistent, reliable view across the organization.
- Cleaner, More Reliable Data
Data deduplication and field standardization eliminated inconsistencies, improving data accuracy and trust.
- Better Reporting and Faster Decisions
Consolidated data enabled unified reporting and analytics, helping leadership make informed, data-driven decisions more quickly.
- Improved Operational Efficiency
Aligned processes across teams reduced friction and simplified day-to-day Salesforce usage.
- Scalable Salesforce Foundation
The unified org is easier to manage and ready to support future Salesforce enhancements as the business grows.
By consolidating two Salesforce environments into one, customer unlocked a unified operational view, cleaner data, and a system built for growth. The migration not only simplified internal workflows but also set the foundation for more advanced Salesforce capabilities.