In this on demand webinar, Kevin Dimond, our Director of Salesforce Practice discusses the planning, execution, and post-merge activities for organizations utilizing Salesforce and other CRMs.
He discussed:
- Pre-merge considerations
- Assessment and evaluation of business processes, risk management and legal/compliance requirements
- Planning the merge
- Development of project plan
- Data management and migration
- Data audit and clean-up
- Handling customizations and configurations
- Inventory of existing customizations and configurations
- User management and security
- Planning for unexpected issues and downtime
