Org Migration

Org Migration

Move orgs cleanly — mergers, splits, and sandbox promotions

We plan and execute Salesforce org migrations for post-merger consolidations, org splits, and legacy org decommissions — preserving data, metadata, and business logic throughout.

What We Do

  • Post-merger Salesforce org consolidation and rationalization
  • Org split (one org into two separate business units)
  • Full metadata and data migration between orgs
  • Change set and CI/CD-based deployment planning
  • User migration, permission reconciliation, and SSO reconfiguration
  • Cutover planning with parallel-run and rollback procedures

Why It Matters

Org migrations touch everything — metadata, data, integrations, SSO, and user permissions. Done wrong, they disrupt sales cycles and break critical automations for months. Our structured migration framework separates metadata from data migration, runs reconciliation at every stage, and never skips the rollback plan.

Zero

Business disruption on completed org migrations

100%

Metadata and data reconciliation on every project

300+

Total Salesforce projects delivered

10+

Org migrations completed

Our Approach

1

Inventory & mapping

Catalog all metadata types, custom objects, integrations, and user permissions in source org.

2

Target org design

Design the target org structure, merging or splitting business logic as needed.

3

Metadata migration

Move metadata in dependency order using version-controlled deployment packages.

4

Data migration

Extract, transform, and load all data with full reconciliation reporting.

5

Integration reconnect

Rewire all integrations, SSO, and connected apps to the new org.

6

Cutover & validation

Execute cutover with a rehearsed runbook; validate all business processes before sign-off.

Summit

Salesforce Partner tier — the highest level

10+

Years of focused Salesforce expertise

200+

Active Salesforce certifications on our team

Frequently Asked Questions

What is a Salesforce org migration and when is it needed?

An org migration moves your Salesforce configuration, customizations, and data from one org to another. Common triggers: post-merger consolidation, sandbox-to-production promotion, and org rebuilds for architectural debt.

We just acquired a company — how do we combine two Salesforce orgs?

Post-merger consolidation is a multi-phase project. We analyze both orgs, define the target architecture, and execute in phases — typically data first, then configuration, then decommissioning the source org.

How long does a full org migration take?

A straightforward migration takes 4–6 months. Post-merger consolidations with multiple clouds typically take 8–18 months depending on complexity.

Will users experience downtime during migration?

Most migrations target zero or minimal downtime. We run both orgs in parallel, then execute cutover during a planned maintenance window — typically a weekend.

What tools do you use for org migration?

Salesforce metadata APIs, Gearset or Copado for configuration deployment, custom ETL for data migration, and org comparison tools to track differences throughout the project.

Ready to get started?

Let's talk about your org migration needs.