This scenario illustrates how we would approach a common challenge. It is not a description of a specific client engagement, and the outcomes listed are what the solution is designed to achieve — not measured results.
The challenge
After acquisitions, a firm runs several CRMs with overlapping clients. Records and attached files must be consolidated into one Salesforce org without losing history.
The solution
Profile each source, define mapping and deduplication rules, migrate records with external IDs for traceability, and move files to a governed document store linked from Salesforce.
Implementation
- 1Source profiling and data quality review
- 2Mapping, transformation and upsert key design
- 3Trial migrations in a sandbox with reconciliation
- 4File migration to document storage with links
- 5Production cutover plan and validation
Intended outcomes
- One consolidated client record
- Traceability back to source systems
- Files accessible from the related records