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Live Webinar | The Step-by-Step Guide to Org Merges in Salesforce

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Join Caravel on July 31st, as Kevin Dimond, our Director of Salesforce Practice discusses the planning, execution, and post-merge activities for organizations utilizing Salesforce and other CRMs.

He will discuss:

  • 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

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Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

Fill out the form to view the webinar and opt-in for future Caravel updates!

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