Migration from Managed to Unmanaged Salesforce Packages for Enhanced Acquisition Onboarding and System Customization

The client, a payment gateway and processing solution provider, uses Salesforce as their CRM system to handle transaction data, customer records, and vendor information. Following recent acquisitions, the client faces difficulties with existing managed Salesforce packages, which limit customization and complicate onboarding of new subsidiaries. The client seeks to convert these managed packages into unmanaged ones to facilitate easier dependency management, system customization, and streamlined onboarding processes for future acquisitions without data loss or complex reconfiguration.

A rapidly growing payment technology provider with a diverse portfolio of transaction processing solutions, expanding through acquisitions and seeking system flexibility.

• Convert existing managed Salesforce packages into unmanaged packages to enable greater flexibility and customization.
• Identify, resolve, and replace dependencies within Salesforce components to ensure integrity post-migration.
• Maintain data integrity, proper user mapping, and security configurations during migration.
• Reduce operational costs by decreasing reliance on third-party vendor packages and services.
• Simplify onboarding of new acquisitions through seamless integration capabilities.
• Implement scalable solution that can handle increasing data volume and user base.

• Dependency analysis and mapping across Salesforce components to identify references to managed package entities.
• Automated scripts to replace managed dependencies with unmanaged equivalents within the Salesforce code base.
• Batch execution of dependency resolution and component replacement across multiple Salesforce components.
• Tools for creating compressed and modified Salesforce package files for deployment.
• Integration with deployment platforms (e.g., Gearset) for pushing updates into Salesforce environments.
• Support for large-scale data migration, including user data, transaction records, and configuration settings, with proper backup and validation procedures.
• User and security configuration management to preserve profiles, permissions, and defaults during transition.

• Salesforce environment for package management and data migration
• Heroku-connected systems for data parsing, dependency mapping, and script execution
• CSV/structured data files for bulk data loads and backups
• Deployment tools for shipping updates to production environments

• System scalability to accommodate increasing data volume and user count over time
• High performance with automated scripts executing across 60+ Salesforce components
• Data security and privacy compliance during data handling and migration
• Minimal downtime during transition to ensure business continuity
• Robust backup and rollback mechanisms before and after migration

By migrating to unmanaged Salesforce packages and streamlining dependency management, the client can realize significant cost savings by reducing third-party vendor fees, enhance system customization to meet evolving business needs, and enable faster onboarding of future acquisitions. This approach will lead to improved operational efficiency, better control over CRM configurations, and scalable infrastructure to support business growth.