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Case study

Salesforce organizations consolidation for CyberFortress

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Author: Luka Štrakl, Lead Engineer

Overview

CyberFortress, a company in the backup products industry, needed to consolidate three separate Salesforce organizations into a single unified platform to enhance collaboration and customer insights. Comtrade 360 provided a full consolidation solution, including data and metadata migration, external integrations, and ongoing support. As a result, CyberFortress optimized workflows, reduced operational costs, and laid a foundation for future growth.

Solution Highlights

  • Salesforce organization consolidation and data migration.
  • Real-time data synchronization and external integrations.
  • Enhanced workflows and automated processes with declarative tools and Apex OOP.

Results

CyberFortress centralized its data, streamlined operations, and improved customer satisfaction while reducing costs.

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At a glance:

CyberFortress, a company in the backup products industry with 100 employees, sought to streamline its business processes by consolidating three separate Salesforce organizations into a single, unified platform. The objective was to improve team collaboration and enhance customer insights. Comtrade 360 provided a comprehensive solution that involved Salesforce org consolidation, including data migration, metadata migration, external integration management, and ongoing support. As a result, our client centralized its data, optimized workflows, reduced operational costs, and established a robust foundation for future growth.

Industry:

Backup Products

Technology:

  • Salesforce: Data and metadata migration, automation, integration with external systems, and real-time data sync.
  • Apex OOP: Salesforce programming language for advanced automations.
  • SOQL: Salesforce Object Query Language for data management.
  • Declarative Tools: Email alerts, workflows, flow builder, formulas, approval processes.
  • APIs: For external integrations with websites, customer and partner portals, and billing systems.