How to Handle Deprecating Salesforce Orgs With Ease

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.
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When the COVID-19 pandemic first hit, CapStorm noticed that several Salesforce customers within the state and local government sectors had to acquire Salesforce orgs specifically for contact tracing purposes. In this week’s episode, Drew explains how these organizations have been adapting as the pandemic gradually declines. Many of these Salesforce orgs are now redundant, and can result in unnecessary expenses, whether it be through deprecation, merging or migration.

When companies need to reduce their workforce, they may also want to deprecate or migrate some of their unused Salesforce orgs. The good news is that with CapStorm, organizations can smoothly migrate their metadata and hierarchies of relational data to complete any deprecation or migration project. The best part is that all of this is done behind the organization’s firewall, which gives them full control over their data for analytic or reporting purposes, integrations, or governance and compliance management.

Tune in each Tuesday for more episodes of Data Unleashed, and discover all the tips and tricks to help you get more value from your investment in Salesforce. In addition, we would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Contact an SFDC data expert or send us a message on LinkedIn!

Video Transcription

Hi, my name is Drew Niermann, and you’re watching Data Unleashed, the video blog series dedicated to helping you get more out of your investment in Salesforce.

When I speak with Salesforce customers, particularly in the state and local government agencies, something that I hear a lot is that many of them had to spin up or provision production Salesforce organizations in addition to their existing Salesforce orgs, specifically for COVID-19 contact tracing. 

Now on the back half or the end of the pandemic, a lot of those orgs are no longer needed, and the state and local government agencies are forced to deprecate them or try to merge them with an existing instance because they just don’t need those extra orgs. 

Another sad but unfortunate reality is that many of them are going through a reduction in force as a result of the soft recession or soft landing that we’re heading into, because the economy has been difficult. 

All of this is to say that there are many real reasons for deprecating or merging or migrating Salesforce orgs. Whether you are reducing your force or reducing the count of Salesforce licenses, it can be common to need to merge multiple Salesforce production instances into a single org. 

If you’re looking for a way to pull down the schema from one org, compare it to the schema of another org, and seamlessly migrate metadata and entire hierarchies of related data to complete your org merger project, you might consider looking at CapStorm. 

This solution lives behind your firewall, so we as a vendor will never see or store your data. You’ll also get to iteratively test all of your data and metadata migrations in a target sandbox to make sure they work and then repurpose the templates with production, ensuring that the deltas are constantly moving from the source to the target as a seamless process. 

If this is something that we can help you with, please feel free to reach out to me on LinkedIn again, my name is Drew Niermann. Or you can shoot us a note at www.capstorm.com.

Thank you so much for watching Data Unleashed. My name is Drew Niermann.

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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