Profile before movement
Every supported object is profiled for data-quality metrics before integration, so the client sees the condition of the acquired data before deciding what enters the target org.
Fixed-Scope Integration · Salesforce · M&A
Keep the acquisition.
Retire the data risk.
PDI profiles, protects, validates, and integrates the Salesforce data of an acquired organization into your production org — with a source-system signature on every record and daily synchronization until the acquired org is sunset.
2-WEEK IMPLEMENTATION · PRODUCTION STARTS WEEK 3 · NO DATA-VOLUME RESTRICTIONS
Pricing, timing, scope, and included operations are subject to the final signed statement of work and stated client-response assumptions.
The premise
An acquired org should arrive as a known asset, not a copied liability.
Resolve duplicates and PII
Addresses are standardized and verified, duplicate records inside the acquired org are identified, and PII is scanned across structured data and Salesforce attachments.
Validate before production
The prepared data is loaded into a Salesforce sandbox for client validation before the approved result is loaded into the production org.
Price & scope
Two fixed prices. One acquired org. No estimate theater.
Full M&A Salesforce Org IntegrationDATA QUALITY · ADDRESS CONTROLS · INTRA-ORG DEDUPLICATION · PII SCAN + REMEDIATION · SANDBOX + PRODUCTION LOAD$50,000PER ACQUIRED ORG
Integration without PII data remediationPII DATA REMEDIATION IS NOT INCLUDED; THE REMAINING PUBLISHED INTEGRATION MOTION APPLIES$25,000PER ACQUIRED ORG
Implementation and production startSUBJECT TO CLIENT ANSWERS AND APPROVALS WITHIN 1 BUSINESS DAY2 weeksPRODUCTION WEEK 3
Data volumeNO CONTRACTUAL DATA-VOLUME RESTRICTIONS IN EITHER FIXED-PRICE OFFERUnrestricted
White Glove service & operationsCONTRACTED 12-MONTH SUPPORT PERIOD$0ADDITIONAL FEE
Daily synchronizationFOR 52 WEEKS OR UNTIL THE ACQUIRED ORG IS SUNSET, WHICHEVER COMES FIRSTIncluded
The two-week condition
The two-week implementation and week-three production start depend on the client team answering every question and providing every required approval within one business day. Delayed access, answers, or approvals move the corresponding delivery gate.
Supported Salesforce objects
Seven objects. One traceable integration.
The fixed-scope offer supports the following Salesforce objects from the acquired org.
AccountLeadContactCaseOpportunityTaskQuote
Scope discipline
Objects outside this published list, custom objects, additional acquired orgs, or external source systems are not represented as included. If required, they are confirmed separately in writing.
Data quality & privacy controls
Know what moves. Control what should not.
Profile every supported object
Produce data-quality metrics for the acquired Salesforce data before integration, establishing a measurable baseline for client review.
Standardize and verify
Standardize address data and verify it before the approved records move to the client sandbox and production org.
Deduplicate inside the acquired org
Identify and resolve intra-org duplicate records before the acquired data is introduced into the production org.
Scan structured data and attachments
Scan supported structured Salesforce data and attachments for personally identifiable information before client validation.
Three PII remediation forms
Remove exposure without losing control.
Strip
Remove the identified PII from the integration output when the approved remediation decision is permanent removal.
Mask
Replace identified PII with a protected representation when the record must remain usable without exposing the original value.
Store for recovery
Place the original value in a controlled vault when future recovery is required, while keeping it out of the production-facing record.
Commercial distinction
The $50,000 offer includes the published PII remediation motion. The $25,000 offer does not include PII data remediation.
Two-week implementation
Two weeks to validated. Production starts week three.
- WEEK 1Profile & classify. Profile the supported objects, establish data-quality metrics, standardize and verify addresses, detect intra-org duplicates, and scan structured data and attachments for PII.
- WEEK 2Remediate & prepare. Apply the approved duplicate, address, and PII remediation decisions to the integration output. The $25,000 option excludes PII data remediation.
- WEEK 2Load to sandbox & validate. After remediation, load the prepared acquired-org data into a Salesforce sandbox for client validation and one-business-day approval before production movement.
- WEEK 3Start production. Begin loading the client-approved result into the production org, attach the acquired-org source-system signature to every integrated record, and start the daily synchronization motion.
Approval SLA
The delivery calendar assumes the client team answers questions and approves submitted decisions or validation results within one business day. PDI does not impose a contractual data-volume restriction on the fixed-price offer.
Lineage by design
Every record keeps the memory of where it came from.
Origin travels with the record
Every record loaded into the production org carries the acquired-org source-system signature, preserving origin after the organizations are brought together.
Transition without drift
Daily synchronization jobs keep the production org aligned for 52 weeks or until the acquired Salesforce org is sunset, whichever happens first.
PDI White Glove
You approve the data. We operate the motion.
We execute
PDI operates the contracted jobs and daily synchronization motion.
Failures self-report
Failures are automatically reported and tickets are created without the client filing them.
We resolve
PDI service and support owns diagnosis, re-run, and operational resolution.
Twelve months at $0
No additional White Glove service or operation fee for the contracted 12-month support period.
Next step
Make the acquired org safe to combine — and simple to retire.
One discovery session confirms access, the one-business-day client approval path, supported objects, source signature, and the week-three production start.
PACIFIC DATA INTEGRATORS · SALESFORCE M&A INTEGRATION · FIXED PRICE PER ACQUIRED ORG