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How do you architect Salesforce for an M&A scenario?

M&A: Company A acquires Company B. Both have Salesforce. Decisions:

Option 1: Migrate B into A's org.

  • Pro: single source of truth.
  • Con: complex data migration, business disruption.
  • Best when: cultures align, B is small relative to A.

Option 2: Keep both orgs separate.

  • Pro: minimal disruption.
  • Con: data silos, double licensing, operational complexity.
  • Best when: legal separation required, business units autonomous.

Option 3: Hub-and-spoke (multi-org).

  • Central org with shared customer master.
  • A and B as spokes.
  • Mulesoft sync between.
  • Best when: long-term coexistence, want unified analytics.

Option 4: Phased consolidation.

  • Start separate; migrate over 12-24 months.
  • Risk-managed approach.

Considerations:

  • Data residency — different regions may force separation.
  • Regulatory — HR / financial separation requirements.
  • Customer overlap — shared customers benefit from unified view.
  • Licensing cost — duplicate often expensive.
  • Operational load — managing two orgs is real work.
  • Cultural fit — forcing one team to adopt another's patterns is hard.

Architectural blueprint:

  • Discovery — understand both orgs.
  • Decision with leadership.
  • Migration plan if consolidating.
  • Sync architecture if keeping separate.
  • Long-term roadmap.

Senior insight: most M&A scenarios benefit from eventual consolidation, but the path matters. Phased over 12-24 months is typical. Big-bang migration of one Salesforce org into another is risky and slow.

Why this answer works

Senior. The four-option framework and phased-consolidation insight are mature.

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