May 28, 7:00 – 8:00 PM (UTC)
Mergers and acquisitions create major opportunities—and major complexity—for Salesforce teams. Join us and Sam Roberts (Equifax) to learn a proven M&A integration framework developed from over 10 real-world org migrations, including planning guidance, tooling, and best practices for long-term success.
Mergers and acquisitions (M&A) offer new market opportunities—but integrating acquired businesses into your Salesforce org can be one of the most complex projects a Salesforce Admin, Architect, or Developer takes on. It’s not just “adding users”—it’s a full reimplementation, often under time pressure and with conflicting expectations.
Join Sam Roberts, Salesforce Product Owner at Equifax, as he shares the M&A Framework for Success, developed through 10+ Salesforce org integrations. You’ll learn how to start strong, stay on track, and set up for long-term adoption across teams.
🔹 What to cover in your kickoff workshop to align teams early
🔹 A practical project plan template you can adapt for your next migration
🔹 Change management and adoption tips based on real customer experience
Whether you’re expecting an acquisition, already mid-flight, or reflecting on what you’d do differently next time, this session provides actionable advice to unify orgs and teams with confidence.
📅 May 28 at 12 PM PT / 2 PM CT
Equifax
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