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Salesforce ArchitectureArchitect (Hardest)post-acquisitionm-and-aharmonization

Design post-merger Salesforce org harmonization playbook for 100-day integration

Real World Scenario

Merger integration office mandates 100-day Salesforce harmonization between two $500M revenue sales organizations.

Expected Answer

• Day 1-30: inventory orgs users integrations data volume license • Day 31-60: harmonize lead opportunity account definitions cross-company • Day 61-90: federated reporting pipeline visibility both orgs • Day 91-100: quick-win unified SSO and shared integration patterns • Defer full org merge until year 2 unless regulatory requires • Retain acquired brand Experience Cloud sites interim • Weekly steering committee architecture blockers escalated

Follow-Up Questions & Answers

Click to expand — each follow-up includes a direct, interview-ready answer

Main difference: use case and scale. Day 1-30: inventory orgs users integrations data volume license. Day 31-60: harmonize lead opportunity account definitions cross-company. Pick based on your integration pattern and team capability. 100-day playbook sets expectations—full harmonization is multi-year; report federated wins early. Document the decision in an ADR and align with enterprise standards.

Architect Perspective

100-day playbook sets expectations—full harmonization is multi-year; report federated wins early.