Why Plan Org mergers with Process Configuration Mining?
Salesforce Org mergers often fail because teams migrate configuration without understanding underlying business processes. This "lift-and-shift" approach:
Bloats the Org with redundant or conflicting automations.
Hurts adoption through confusing, inconsistent user experiences.
Embeds massive technical debt and operational risk.
Leaves the Org unfit for AI-driven future transformations (Agentification).
Process Configuration Mining solves this by automatically generating accurate, business-readable process diagrams from each Org’s current configuration. It lets you visualize, compare, and rationalize the way work actually happens—so you can create a better unified Org, not just a bigger one.
When to use Process Configuration Mining during an Org merger?
Merging Salesforce Orgs after acquisition, consolidation, or restructuring.
Aligning multiple operational models into a scalable Org.
Minimizing disruption to end-users and operations.
Do not proceed with metadata-only comparisons or blind migration without process understanding.
Prerequisites
Connected and synced Salesforce Org for both the source and target Org
Enterprise plan with Process Configuration Mining enabled
Plan Org Merger with Process Configuration Mining
Step 1: Select and mine key objects from both Orgs
Identify critical business objects (Opportunities, Cases, custom objects) and run Process Configuration Mining separately against each Org.
Tip: make sure that each diagram you create follows a logical naming convention that will help you find content later, like :
"[Org name 1] : [process name] "
Step 2: Compare processes across Orgs (Split-Screen Best Practice)
At this point, we recommend that you perform visual, manual side-by-side comparison of the two processes. You can do it across two monitors (if you have multi screen setup) or by combining two windows into one.
Open both diagrams side-by-side: One screen for each Org’s mined process.
Identify start points: Focus comparisons around major outcomes (e.g., Stage transitions, Case resolution).
Step-by-step evaluation: Methodically assess which Org’s process better supports the business outcome.
Make active decisions: classify each business step (and by extension metadata) as:
Keep,
Adapt,
or Reject
Capture decisions and gaps: Use sticky notes, annotations, or documentation to track rationale immediately.
Step 3: Define the future unified process
Rebuild the future-state UPN process in Elements.cloud by integrating retained and adapted steps. Validate with business stakeholders before starting implementation.
Step 4: Link decisions to business requirements and user stories
Create business requirements and/ or user stories tied to the future-state design, ensuring traceability from business decision to technical execution.
Summary
Merging Orgs without understanding processes leads to failure. Process Configuration Mining, combined with split-screen analysis, empowers you to:
Uncover true operational processes.
Actively decide what to keep, adapt, or retire.
Create a clean, agile, future-proof Org.
Align stakeholders around outcome-driven design.
Don’t migrate technical debt. Migrate business value.