Salesforce ArchitectureArchitect (Hardest)m-and-aintegrationplaybook
Design merger acquisition Salesforce integration playbook
Real World Scenario
Company acquires competitor with Salesforce org; 90-day integration deadline for sales unified reporting.
Expected Answer
• Day 1 read-only federated reporting not forced merge
• Data classification acquired customer overlap dedup
• Integration quick wins pipeline visibility
• Long-term org consolidation decision deferred informed
• Retention key acquired org talent admin knowledge
• Communication sales team tool changes
• Legal data sharing agreement acquired data
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Direct answer: Day 1 read-only federated reporting not forced merge Also consider: Data classification acquired customer overlap dedup In practice: Integration quick wins pipeline visibility Document the decision in an ADR and align with enterprise standards.
Architect Perspective
M&A Salesforce playbook balances speed with not destroying acquired sales momentum.