Salesforce Org Migration and Integration for Pacific Resources

Technologies: Salesforce Sales Cloud, Salesforce Experience Cloud

See how PS Advisory migrated Pacific Resources to Salesforce Enterprise, preserved functionality, and delivered $500K in savings.

The Challenge

Pacific Resources needed to migrate years of data, metadata, and legacy code from a Salesforce Unlimited org to a new Enterprise Edition org on a fixed budget and tight timeline. They also needed to maintain business continuity, preserve functionality, and address complex managed package dependencies.

The Solution

PS Advisory performed a detailed discovery, created a migration roadmap, and used Jenkins pipelines to automate metadata deployment. Manual recreation was done for items that could not be migrated automatically. The team coordinated user acceptance testing and provided go-live support. Later, PS Advisory integrated Salesforce with NetSuite and Concur to automate project creation, time entry synchronization, and expense management.

The Results

- Migration delivered on time and within budget - Full retention of views, reports, and key workflows - $500k cumulative savings over three years - Improved efficiency through automation and reduced manual work

PSAdvisory stuck to their proposed timeline and delivered on all objectives. The insights and ability to efficiently solve our problems throughout the migration speaks volumes of their Salesforce knowledge and IT expertise. Their collaboration and no-nonsense approach allowed us to achieve our goal on time with excellent results, yielding us a cumulative savings of $500k over a three-year period. We would absolutely work with the PSAdvisory team again in the future – their high-quality service is truly outstanding.

Senior Executive, Pacific Resources CFO