January 2026
Still worried your Salesforce org merge will miss something critical?
For more than a decade, Salesforce teams have struggled with org merges and migrations. The same challenges keep resurfacing:
- Hidden dependencies and technical debt
- Broken reports and dashboards
- Lost historical context and relationships
- Fragile integrations and conflicting processes
Despite years of best-practice guidance, many org merges still run over schedule or fail to deliver the expected business value.
The issue isn’t effort — it’s visibility.
In this webinar, two experienced Salesforce practitioners explain what’s finally changed and how AI and process intelligence are giving teams a better way to plan org merges in 2026.
Best moments to skip to
Short on time? Jump straight to the most impactful takeaways:
- 01:09 — The Myth of the "Magic Button": Why Org Merges Are Still Hard (and Where AI Steps In). While there is "no magic button" for Salesforce org merges, AI can provide "AI insights" that help humans with project planning and execution, addressing the difficulty of these projects.
- 17:18 — Discovery and Assessment: Addressing the Crucial Questions of Survivorship and Timeline. Learn how to address the critical decisions of survivorship (which org survives or if a new org is created) and timeline (validating or mitigating risks for aggressive dates) during the essential discovery and assessment phase of any org merge.
- 28:49 — Visualizing Your Automation Hotspots. See a demonstration of the Automation Hotspots visualization, a tool that quickly identifies objects with high levels of record-triggered automation (workflows, triggers, process builders, and flows) and differentiates between custom automations and namespaced (packaged) automations.
- 37:50 — Hubbl Score and Complexity Benchmarking. Discover the Hubbl Score and Complexity Benchmark, which provides a quantitative and objective assessment of an org's complexity relative to thousands of other orgs in the ecosystem, directly impacting the estimated timeline for an org merge.
