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Alejandro Valdes OliveraAlejandro Valdes Olivera 

Merge three orgs

Hello all, 

I hope that you can give me some tips, tricks or recommendations, I´m 2 weeks from merging three orgs from a customer into one.

I think that it´s easy even if they have custom objects, I just can decide if I do it like this:

Option A: Metadata retrieve all the Information (Accounts, Opportunities, Cases, Custom Objects, etc..) from each one into a Test Environment and from there merge the accounts and start cleaning the information.
NOTE: I´m just an admin learning my way into Development, NO CODE background, learning as I post about Javascript, Apex, HTML, etc..

Option B: Salesforce Connect - Share the data and clean all the information manually! I think this will take more time but for my level of knowledge is a safe way of doing it.

Option C: The old export/import information to csv and validate the information there and then set it in the global org. 

Any help is great!

Thanks!!
K_TK_T
Hey Alejandro,

We have recently released an app called Cloud Explorer for Salesforce which allows for drag and drop of data between Salesforce Orgs. Migrating data is always a pain, but with Cloud Explorer, you can copy records along with their parents and/or related list records in a single drag and drop. I think this would help you tremendously in your attempt to merge your orgs into one.

You can see a demo of how it works here:
http://cloudexplorer.ucinnovation.com/features.html

To try the app out, please go to here:
http://cloudexplorer.ucinnovation.com/freetrial.html