Simplifying Acquisition Onboarding for a Fintech Major
As part of a recent acquisition, the customer had acquired managed Salesforce packages. We migrated these to unmanaged packages, helping the customer achieve greater efficiencies and easily onboard new acquisitions.
Solution
Technologies used for migrating Salesforce packages
| Middleware | Cloud Server | Backend | SF DevOps Tool |
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 |
 |
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To integrate these different systems, we used Heroku as the middleware, and Python as the backend technology to read and parse the metadata.
Python’s ability to read compressed files and folders, extract files and find references inside them helped us find dependencies and resolve and replace these with unmanaged references.
We created new compressed files with collections of modified content, and pushed these back into the system using Gearset. Heroku acted as the central node with connections to different systems to fetch data.
These were the steps involved in dependency management:
|
01. Identification |
02. Replacement |
03. Execution |
04. Deployment |
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Identifying dependencies and references of managed package components across the entire Salesforce organization |
Using Python as the backend technology to find dependencies and replace them with unmanaged entities |
Executing Python scripts in the entire Salesforce code base with 60+ Salesforce components |
Deploying the data with unmanaged entities back to the Salesforce organization using Gearset |
Cost Savings Realized
By integrating their systems, the customer was able to save on the fee they were paying to their vendors and achieve greater efficiency.
Reduced Dependencies
They were also able to reduce their dependencies on third-party vendors, gaining the ability to customize the system as needed.
Simplified Onboarding
Seamless integration between new and existing systems made it easier to onboard future acquisitions and provide better support to them.
—Alex Sartogo |
