Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we talk to Marti Pirkle, Director of Commercial Systems at Cloudmed, and Lisa King, Marketing Automation Manager at Experity.

Join us as we round out our Best of Dreamforce series with a look at their Dreamforce presentation about how to migrate two orgs seamlessly.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Marti Pirkle and Lisa King.

When two become one.

We thought that Marti and Lisa put together an amazing session for Dreamforce ‘22, “No-Code Solution for Day 1 — Share Faster to Migrate Smarter” The talk is based on their experiences sharing data between two orgs and what prep work they did before Day One that enabled get the new org started without a hitch.

This all started in the Spring, when Marti found out that Lisa’s company was going to be purchasing her company. “We were tasked with making sure we could see all the information of each Salesforce org on day one of the acquisition,” Marti says, and so they needed to come together and make a plan so they could hit the ground running.

Working around NDAs

One of the biggest challenges that Marti and Lisa faced was the fact that, before the merger, there were NDAs in place that limited what information they could share with each other. They only had eight weeks to make a plan and execute on it, but they couldn’t send files or data back and forth.

“Luckily, we both knew we were in the same industry, we were both in the healthcare space, and we found out that we shared a commonality, an external database called Definitive Healthcare,” Lisa says. They could also talk about the metadata and structure of their orgs, which enabled them to get a lot done even with the restrictions they were dealing with.

No code, no problem

Obviously, Lisa and Marti had to become fast friends. However, they also developed more than a few tips and tricks to same themselves time and hassle along the way. They created a quick system for sharing small, tweet-sized updates between client success teams on the page for each account. That made them easily reportable, inline editable and show up in list views. “When they saw the information being reciprocated, that’s when the lightbulb went off for people,” Marti says, “now, I don’t have to call someone, I just know.”

Their data merger was so successful that it was actually Lisa and Marti’s managers that pushed them to turn their experience into a presentation and pitch it to Dreamforce. And even more amazingly, they did it without code. “I am a developer, I love to write code, but we did this without code,” Lisa says, and no middleware. They used formulas, flows, and all the other tools available to everybody in Salesforce, and didn’t have to issue licenses or do training in each other’s orgs. Instead, everyone could just see the data they needed to see in the org they were trained on and comfortable with.

Listen to the full podcast for more tips on the power of Flow and why Marti and Lisa are both major Flownatics, as well as what it’s like to put together a Dreamforce presentation.

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Direct download: Best_of_Dreamforce__Migrate_Smarter_with_Marti_Pirkle_and_Lisa_King.mp3
Category:general -- posted at: 3:00am PDT