Toggle Side Panel

  • Blogs
  • Consultants
    • Salesforce Product Expertise
      • Top Salesforce ConsultantsTop Salesforce Consultants
      • Marketing Cloud ConsultantsMarketing Cloud Consultants
      • Service Cloud ConsultantsService Cloud Consultants
      • Experience Cloud ConsultantsExperience Cloud Consultants
      • Analytics Cloud ConsultantsAnalytics Cloud Consultants
    • Salesforce Industry Expertise
      • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
      • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
      • Health Cloud ConsultantsHealth Cloud Consultants
      • Commerce Cloud ConsultantsCommerce Cloud Consultants
      • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
    • Salesforce Experts by Location
      • USATop Salesforce Consultants in USA
      • IndiaTop Salesforce Consultants in India
      • AustraliaTop Salesforce Consultants in Australia
      • United KingdomTop Salesforce Consultants in UK
      • CanadaTop Salesforce Consultants in Canada
  • Webinars
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Blogs
    • Consultants
      • Salesforce Product Expertise
        • Top Salesforce ConsultantsTop Salesforce Consultants
        • Marketing Cloud ConsultantsMarketing Cloud Consultants
        • Service Cloud ConsultantsService Cloud Consultants
        • Experience Cloud ConsultantsExperience Cloud Consultants
        • Analytics Cloud ConsultantsAnalytics Cloud Consultants
      • Salesforce Industry Expertise
        • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
        • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
        • Health Cloud ConsultantsHealth Cloud Consultants
        • Commerce Cloud ConsultantsCommerce Cloud Consultants
        • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
      • Salesforce Experts by Location
        • USATop Salesforce Consultants in USA
        • IndiaTop Salesforce Consultants in India
        • AustraliaTop Salesforce Consultants in Australia
        • United KingdomTop Salesforce Consultants in UK
        • CanadaTop Salesforce Consultants in Canada
    • Webinars
    • Contact Us
    • Discussions
    Close search

    Activity › Forums › Salesforce® Discussions › Want to merge two organisations with a third party application

    Tagged: Forcecom API, Merge Two Organisations, Object Metadata, Orphan Records, Quote, Salesforce Force.com, Validation Rules, Workflow Rule

    • Salesforce® Discussions

      Want to merge two organisations with a third party application

      Posted by Nitish on April 14, 2016 at 8:48 AM

      I'm looking into merging two different SF organisations due to licensing restrictions with a third party application that can only integrate with a single org.

      This orgs serve two different lines of business who's users don't mix.

      Initial plan had me thinking record types and role hierarchy but I was considering the use of divisions to separate the data.

      What are the solutions?

      shariq replied 8 years ago 5 Members · 4 Replies
      • Forcecom API
      • Merge Two Organisations
      • Object Metadata
      • Orphan Records
      • Quote
      • Salesforce Force.com
      • Validation Rules
      • Workflow Rule
    • 4 Replies
    • Ajit

      Member
      April 14, 2016 at 8:50 AM

      Merging two organisations is always a painful process, and you should be weary of couple of things and plan for them accordingly.

      Object metadata - is it exactly the same? Especially around the fields that have the same name but have different semantics in each org.

      Validation/Workflow rules - Does a workflow rule in one org conflict with another workflow rule in the other org.

      Division is used to segment your data into different logical groups. The user will then have access to the data that belongs to the division that he is assigned to. If you do not have an existing role hierarchy to contend with, Divisions should work fine.

      The following caveats apply to division though:

      It is not recommended if data is shared across divisions
      Shared accounts and shared opps cannot be assigned to more than one division
      Each user can have only one default division. if you have numerous users that would own data in several divisions then divisions are not recommended.
      Also, if security is a big concern, then you are out of luck, because users can always view records in all divisions. They do not provide the type of security that role hierarchy provides. Most importantly, if the Division field is added to their page layout, they can create records in other divisions.
      Orphan records are automatically assigned to your "global" division
      Records w/o parents that are created via the Force.com API are the given the default division of the API user who created them.
      If you wish to use the Quotes feature in Salesforce.com, Divisions cannot be enabled. If Divisions was previously enabled, Quotes cannot be enabled.

    • [adinserter block='9']
    • Abhinav

      Member
      April 14, 2016 at 8:51 AM

      Record type would be helpful because on the basis of record type you can differentiate the 2 salesforce Org.

    • Parul

      Member
      September 20, 2018 at 12:10 AM

      Hi,

      But what if the record types are also same??

    • shariq

      Member
      September 20, 2018 at 8:02 PM

      Hi,

      But in this case put record type different as differentiating two org.

      Thanks.

    Log In to reply.

    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me

    Popular Salesforce Blogs

    Salesforce Marketing Cloud Products

    Salesforce Marketing Cloud Products

    Blog in Salesforce Cloud Platform

    Salesforce Marketing Cloud Products Marketing Cloud is a family of seven primary products which are further categorized into three different buckets. Every product and various…

    Data Studio, Email Studio, Journey Builder, Marketing Cloud, Marketing Cloud Advertising and Data Products
    Archit Jan 31, 2018
    16,584  Views

    Salesforce Workflow Vs Process Builder in Salesforce

    Blog in Others

    Workflow Rule By using Workflows we can: 1)  Update a field 2) Send an email 3) Create a Task 4) Send an outbound message Don’t…

    DML Operation, Process Limit Value, Salesforce Automation, Salesforce Classic, Salesforce Lightning Experience
    Sumit kumar Feb 24, 2020
    7,749  Views

    Scenarios Every Salesforce Certified CPQ Administrator Exam Candidates Should Know About

    Blog in Salesforce Certifications

    Salesforce CPQ often seems simple at first: configure, price, quote but it’s much more than that. The Salesforce Certified CPQ Administrator certification does a great…

    Billy Oct 14, 2025
    273  Views
    Footer Forcetalks logo

    support@forcetalks.com

    • twitterx

    Quick Links

    Advertise with Us

    Salesforce® Articles

    Dreamforce 2023

    Top Salesforce® Bloggers 2023

    Top Salesforce Consultants

    Get Listed

    Company

    Contact Us

    About Us

    Privacy Policy

    Terms & Conditions

    InsightHub

    Salesforce Blogs

    Salesforce Videos

    Salesforce Groups

    Salesforce Jobs

    © 2026 - Forcetalks ● All Rights Reserved

    Salesforce® is a trademark of Salesforce® Inc. No claim is made to the exclusive right to use “Salesforce”. Any services offered within the Forcetalks website/app are not sponsored or endorsed by Salesforce®.

    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.