Case Studies


Salesforce instance consolidation for a vertically integrated optical chips manufacturing company

INDUSTRY: Manufacturing

LOCATION: Lorem Ipsum

Technical Architecture

  •     Salesforce Sales Cloud, Service Cloud
  •     Communities Cloud for Customers and Partners
  •     Sales Cloud for Entitlement Management
  •     SAP S/4 HANA, FICO, MM, PP
  •     Integrations with Microsoft BizTalk
  •     Datavar leveraged for Data Migration

CloudPaths engaged with the client to enable instance consolidation of Salesforce instances. The instance consolidation was required to build a consolidated global sales and service organization post a large M&A

Journey to Instance Consolidation & Harmonization

  •    Created the To Be Architecture design
  •    1 year long program for consolidation and integration of 2 global companies
  •     Program teams across N. America, UK, Finland and India and 7 time zones
  •     Program included consolidation of Customer Master, Cases and RMAs
  •    Global process harmonization and simplification multiple workshops and process automations for RMAs and Quality Management
  •     Standardization and simplification of existing customizations and workflows
  •     Data cleanup and Data Deduplication done for Accounts, Partners and Cases
  •     Multiple instances of SAP and BizTalk integrations with Salesforce for Customer Master, Order Management and RMA Management
  •     Migrated 1M customer records and 2 years of Sales and Service Data
  •     Coordination and support for business users during
  •     Strict schedule and timelines for program completion – program completed in 9 months