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Org Splits and Mergers

When companies merge or divide, Salesforce administrators may be faced with the difficult job of cloning, merging, or splitting complex Salesforce Orgs. The Metazoa Snapshot Org Management product has powerful data and Metadata comparison and deployment tools that can assist with this task.

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Splitting and Merging
Complex Salesforce Orgs

Snapshot provides highly visual tools for retrieving Metadata from any Salesforce account or developer repository. Metadata assets can be moved into a partial or full Sandbox, and after quality assurance and user acceptance testing, deployed into a production Org. As part of the migration process, Snapshot provides two dozen security and compliance reports that help you analyze Metadata structure, data usage, and account security. These tools can be especially helpful when Salesforce administrators are assigned the difficult task of cloning, merging, or splitting Salesforce Orgs.

When moving Metadata between any two Orgs, you will first need to create a source and destination Snapshot. Then you can double-click the deployment arrow to move metadata from the source to the destination Org. Next, you will need to build Job Lists for the metadata assets that you want to create and delete. Because of Metadata dependencies, you may want to move assets in a particular order. Here are the best practices for moving Metadata types between Orgs:

1. Objects
2. Apex Classes
3. Apex Components
4. Apex Pages
5. Apex Triggers
6. S-Controls
7. Page Layouts
8. Static Resources
9. Letterheads
10. Workflows
11. Report Types
12. Home Page Web Links
13. Home Page Components
14. Home Page Layouts
15. Custom Tabs
16. Custom Labels
17. Custom Applications
18. Custom Object Translations
19. Custom Sites
20. Profiles
21. Permission Sets

You can use the Snapshot Metadata Comparison report to verify that the required Metadata Types are the same in any two Orgs. Additional Metadata deployments may be required to make the Orgs have the same architecture. When the Metadata is looking good, you can start to move Custom Objects as well. The Snapshot Build Datasets and Migrate Datasets capability can move connected sets of data between Orgs as needed. The short movie below shows how to use the Take Snapshot tool and the Metadata Deployment interface to move assets between Salesforce Orgs.

Splitting and Merging Orgs with Snapshot

This document explains how Metazoa Snapshot can be utilized to merge or split Salesforce organizations (orgs).

Prerequisites

  • Metazoa Snapshot tool.
  • Salesforce orgs to be merged or split.

Merging Salesforce Orgs

Merging Salesforce orgs involves combining the customizations and metadata of two source orgs into a single destination org.

Steps

  1. Set up the Orgs: Set up three Salesforce orgs; two source orgs (Org 1 and Org 2) and a destination org (Org 3).
  2. Take Metadata Snapshots: Log in to each of the three orgs and take metadata snapshots.
    • For Org 1, this captures all the customizations from Org 1.
    • For Org 2, this captures all the customizations from Org 2.
    • For the destination org, this captures the initial state of the org before merging.
  3. Connect the Orgs: Using Metazoa Snapshot, connect all three orgs by creating deployment arrows between them.
  4. Deploy Metadata: Right-click on any deployment arrow and select “Deploy Metadata”.
    • This will display the metadata assets from the source org that are different from the destination org. For instance, if a custom object is different or missing in the destination org, it will be highlighted.
  5. Transfer Metadata Assets: Go through the metadata types that you want to merge and move them to the destination org. This can be done individually or all at once using the “Difference Tool” or the “Missing Tool”.
  6. Delete Unwanted Assets: Optionally, you can delete assets from the destination org that you do not want to keep.
  7. Resolve Conflicts: Resolve any conflicts or issues that arise during the metadata merge. This might include handling differences in custom objects, fields, or other metadata types.
  8. Finalize the Merge: Continue deploying metadata from both source orgs to the destination org until all desired assets are merged.
  9. Review Metadata Differences Report: Optionally, right-click any deployment arrow and bring up a metadata differences report to review any missing or different metadata between orgs.
  10. Migrate Data: Once you have merged all the metadata and are satisfied with the setup of the destination org, you can start building datasets and migrating data into it.

Splitting Salesforce Orgs

Splitting Salesforce orgs involves dividing the metadata assets of a source org into two or more destination orgs.

Steps

  1. Set up the Orgs: Set up the Salesforce orgs that you wish to split.
  2. Take Metadata Snapshots: Log in to each org and take metadata snapshots.
  3. Connect the Orgs: Use Metazoa Snapshot to connect the orgs by creating deployment arrows.
  4. Divide Metadata Assets: Divide common metadata assets between the destination orgs. This process is similar to merging but in reverse.
  5. Clone Salesforce Org (Optional): If required, you can clone a Salesforce org by moving all the metadata from the source org into the destination org.
  6. Finalize the Split: Continue the process until all desired assets have been divided among the destination orgs.
  7. Migrate Data: Build datasets and migrate data as required.

Conclusion

Merging and splitting Salesforce orgs require expert knowledge and meticulous handling of metadata and data. Metazoa Snapshot provides the necessary tools for effectively managing this process. After merging or splitting orgs, it is essential to review and validate the metadata and data in the destination org(s) to ensure everything is set up correctly.

Learn More!

Here are some helpful links with more information about splitting and merging Orgs:

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.

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You’ve successfully completed the Metazoa Metadata Studio Certification Class. With the skills you’ve acquired, you’re now adept at harnessing the power of Metazoa’s Metadata Studio, seamlessly integrating artificial intelligence into Salesforce org management. You have earned you a certificate! Well done, and we wish you continued success in your future endeavors!
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