When it comes to managing customer data across multiple Salesforce environments, it might look manageable until you actually perform it. One of the Canadian logistics enterprises who was running two separate Salesforce orgs faced a slowdown in their Salesforce CRM consolidation like the Reporting was fragmented, user management was duplicated, and governance was becoming harder for them to control as their business was scaling. We partnered with the Canadian Logistic Enterprise to deliver them a structured Salesforce Sales Cloud merger, that will bring multiple CRM environments into a single and well-governed Salesforce org. The result was as per our client’s expectation i.e. cleaner Salesforce setup, better visibility for leadership, and a platform that could actually keep up with business growth.
- Bring multiple Salesforce environments together through a controlled Salesforce Sales Cloud merger
- Preserve all business data, metadata, and historical records with zero disruption
- Standardize sales processes, reporting, and access controls across teams
- Reduce operational overhead caused by duplicated Salesforce administration
- Strengthen CRM reliability with enterprise-grade backup and recovery
The client is a national parcel delivery and logistics provider operating across Canada, supporting high-volume shipping, courier services, and enterprise logistics operations. With multiple business units and a growing Salesforce user base, the organization relies on Salesforce Sales Cloud to manage sales pipelines, customer relationships, pricing workflows, and account visibility across regions.
Industry: Logistics, Transportation, Supply Chain
- We were working with two independent Salesforce orgs that created duplicate effort in user management, reporting, and system maintenance
- Our team had to address inconsistent sales workflows that made cross-entity reporting unreliable for leadership
- One Salesforce environment had no formal data or metadata backup in place, creating unnecessary business risk
- Migrating users, licenses, automation, and integrations had to be done without interrupting day-to-day sales activity
Incepta executed the Salesforce Sales Cloud merger using a phased approach designed to reduce risk while keeping the business running.
At a high level, we:
- Consolidated all sales data into a single Salesforce Sales Cloud org
- Standardized core CRM objects such as Accounts, Contacts, Leads, Opportunities, and Activities
- Unified Profiles, Permission Sets, Roles, and Sharing Rules to simplify governance
- Migrated users and licenses into a single operating environment
- Enabled centralized Salesforce backup for data and metadata
From a delivery perspective, our team:
- Migrated Salesforce Flows, Validation Rules, Approval Processes, Reports, Dashboards, and Chatter history
- Reconfigured Web-to-Lead, Outlook integration, Einstein Activity Capture, and translations
- Updated automation and batch jobs to support territory and ownership logic
- Validated integrations to ensure no downstream impact to operations
This Salesforce Sales Cloud merger didn’t just combine systems; it removed friction that teams had been working around for years.
Incepta’s Core Responsibilities:
- Planned and led the Salesforce Sales Cloud merger from discovery through go-live
- Designed a migration strategy that avoided downtime for sales teams
- Executed full data and metadata migration with reconciliation and validation
- Standardized automation, reporting, and security controls
- Established long-term CRM governance and backup readiness
Technology Used:
- Salesforce Sales Cloud
- Salesforce Flow
- Salesforce Validation Rules
- Salesforce Reports & Dashboards
- Einstein Activity Capture
- Salesforce Backup & Recovery
- Salesforce Web-to-Lead
- Salesforce Outlook Integration
The successful Salesforce Sales Cloud merger delivered measurable improvements for our client:
- Single Salesforce org established, replacing multiple disconnected environments
- Reduced CRM operational overhead, eliminating duplicate administration work
- Zero data loss across sales data, automation, and historical records
- Improved leadership visibility through consistent reporting and dashboards
- Enterprise-level CRM resilience, with backup enabled across all entities
Merging two Salesforce systems is about more than just cleaning up code: it’s a strategic move to get the whole business on the same page. By moving this logistics company onto one CRM, we gave them a clear view of their data, better control over their processes, and a setup that can grow without becoming a mess. This project is a great example of how we handle:
- Connecting and automating systems across the entire company.
- Setting up Salesforce so it actually works for the business.
- Moving and cleaning up CRM data so nothing gets lost in the shuffle.
Partner with Incepta to implement and consolidate your Salesforce CRM that drives measurable business value.
Connect with Incepta’s experts today!
