Enhancing Data Accuracy and Reducing Defects During Salesforce Org Merge for a Global Insurance Firm

A leading insurance group operating across 124 countries on six continents, managing large-scale digital transformation through Salesforce Sales Cloud.

The organization planned a Salesforce org consolidation to streamline operations across business units. However, pre-merger flows and automation rules—built independently across multiple orgs—posed a risk of data conflicts, logic duplication, and compliance failure. Without centralised QA, the risk of leakage to UAT and production was high.

Testhouse’s Approach

• Designed a comprehensive QA framework covering data migration, flow automation, and post-merge validations.
• Built a custom test automation suite to simulate merged environments and regression scenarios.
• Conducted data integrity checks to ensure accurate contact deduplication, field-level mapping, and role-based visibility post-migration..

Outcomes Delivered

• 90% reduction in defect leakage to UAT and production
• 80% reduction in regression testing effort through reusable automation scripts
• 99% data accuracy across merged environments

Enabled a smooth transition to a unified Salesforce architecture, improving business continuity, data quality, and user trust across geographies.