“Maybe we just need a new Org.”
6 field notes on thinking about a new org
If you can't afford to clean your Org, you definitely can't afford a new one
Migration doesn't fix bad data, broken processes, or years of technical debt. It just moves them somewhere new, at a much higher cost. Clean, don't migrate. (Exceptions apply.)
Read field note Thinking about a new Org · 2 minThe $30M Project That Died Because Nobody Owned Cleanup
This is a cautionary tale for anyone sponsoring a large transformation program based on something I saw a few years back.
Read field note Thinking about a new Org · 1 minDON'T WASTE YOUR MONEY ON A NEW ORG!
I'm going to put my foot down on this one: >90% of "we need a new Salesforce Org" should be a cleanup and focused refactoring effort instead.
Read field note Thinking about a new Org · 1 minYour Org is a hidden gold mine
Years of processes, customer interactions, workarounds, reports, automations, and user behavior are sitting there already.
Read field note Thinking about a new Org · 1 minGreenfield is where budgets (can) go to die
It sounds like a dream: a fresh Salesforce instance with no legacy debt and "perfect" data. But for most orgs, the Greenfield path can be a financial trap.
Read field note Thinking about a new Org · 1 minIt’s cheaper than you think to fix a "broken" Salesforce
When your Orgs become a labyrinth of Validation Rules and "Zombie" Flows, the instinct is to bail. We tell ourselves it’s too far gone, that we need a Greenfield Org to survive.
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Let's open your Org together.
You don't need to fix everything. You need to fix the right things first. In 60 minutes we find them, and you leave with a score you can take into your next leadership meeting.