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    Aerospace | Service Cloud Consolidation & Managed Services

    Unifying Airline Operations: Consolidating Salesforce Orgs Post-Merger

    How KVP merged a low-cost carrier's standalone Salesforce org into the parent national airline's central Service Cloud after acquisition — transitioning 230+ users to Lightning, re-platforming Visualforce to LWC, and standing up a unified customer service backbone backed by long-term managed support.

    230+

    Users Trained & Transitioned to Lightning

    32+

    Standard Objects Migrated to Lightning

    52+

    Visualforce Pages Rebuilt as LWC

    5 mo

    End-to-End Delivery Timeline

    93

    Process Builders Refactored to Flows

    29

    Salesforce Apps Consolidated

    2 → 1

    Salesforce Orgs Merged into One

    Customer Background

    Business Overview

    Our customer is a premier full-service national airline operating an extensive network of domestic and international routes across hundreds of global destinations. Following the acquisition of a low-cost carrier, the group needed to consolidate customer, service and operational information from two independent Salesforce environments into a single centralised org owned by the parent airline.

    Scale & Operations

    • Full-service and low-cost service lines operating under a unified group brand
    • Domestic + international passenger operations across a large fleet
    • Salesforce Service Cloud as the customer service system of record
    • Contact-centre, station and back-office teams on the same platform

    The Challenge

    Post-acquisition, the two airlines were running independent Salesforce orgs with divergent data models, customisations and operational processes. Continuing on two orgs meant duplicated licences, inconsistent guest experiences and no single view of the customer across the group.

    Two Independent Salesforce Orgs

    The acquired low-cost carrier ran a fully independent Salesforce org with its own users, apps, objects, page layouts, code and integrations — separate from the parent airline's central org.

    Legacy Salesforce Classic UI

    The acquired org was still heavily on Salesforce Classic with 52+ Visualforce pages and 93 process builders — blocking Lightning Experience adoption and modern UX.

    Divergent Service Processes

    Case handling, refund workflows, escalation matrices and reason codes differed between the two airlines, making group-level reporting and shared BPO operations impossible.

    Accumulated Technical Debt

    Hardcoded IDs, dead code, unused fields, deprecated APIs and non-best-practice customisations had built up over years of independent development.

    Overlapping Apps & Automation

    29 Salesforce apps and 93 processes spanned overlapping capabilities — customer service, complaints, refunds, station operations — with no shared design language.

    Change Management Risk

    230+ agents, TLs and back-office users trained on the old UI, screens and processes needed to be moved to Lightning and a new operating model without disrupting live customer service.

    The Solution

    KVP delivered a structured Salesforce org consolidation programme — migrating the acquired carrier's business, users and history into the parent airline's central Service Cloud org, modernising the technology stack to Lightning, and re-engineering service processes for a single, group-wide operating model.

    Two-Org Consolidation into One Central Salesforce

    Migrated the acquired low-cost carrier's business operations from its standalone Salesforce org into the parent airline's centralised org — unifying users, customer records, cases, knowledge and integrations onto one platform.

    Classic to Lightning Experience Migration

    Transitioned 32+ standard objects, page layouts, list views, reports and dashboards from Salesforce Classic to Lightning Experience — with new record pages, dynamic forms and modern UX for agents.

    Visualforce to Lightning Web Components

    Rebuilt 52+ Visualforce pages as Lightning Web Components — reusable, performant, mobile-ready and aligned to the Salesforce Lightning Design System.

    Process Builders to Flows

    Converted 93 process builders to Salesforce Flows with clean sub-flows, error handling and centralised orchestration — futureproofing automation ahead of Salesforce's process builder retirement.

    Unified Service Cloud Operating Model

    Re-engineered case management, entitlements, milestones, queues, omni-channel routing, macros, quick text and knowledge — with a single taxonomy of case types, reason codes and escalation matrices for both service lines.

    Data Migration & De-duplication

    Migrated customer profiles, historical cases, refunds, complaint history and reference data from the acquired org into the parent org — with de-duplication rules, golden-record logic and full audit trails.

    Technical Debt Remediation

    Rectified hardcoded values, resolved production issues, removed unused code and metadata, and re-aligned customisations with Salesforce best practices — leaving a clean, maintainable org.

    REST Integrations & Governance

    Consolidated REST integrations to reservations, telephony, contact-centre and downstream systems onto a single integration pattern, with proper authentication, logging and error handling.

    Approach & Delivery

    A 7-member KVP team of full-time and part-time contributors delivered the programme in 5 months, using a phased approach that let the airline keep operating while orgs were being merged behind the scenes.

    Phase 1 — Discovery & Blueprint

    Metadata comparison across both orgs, gap analysis, target data model, migration mapping, integration inventory and Lightning readiness assessment.

    Phase 2 — Rebuild in Central Org

    Rebuilt required objects, LWCs, flows, permission sets, page layouts and dashboards inside the parent airline's org — never a lift-and-shift of legacy debt.

    Phase 3 — Data Migration & Reconciliation

    Staged data migrations with row-level reconciliation reports, de-duplication, and business sign-off before each cut-over.

    Phase 4 — Training & Go-Live

    Role-based training for 230+ users, hyper-care support, war-room during cut-over weekend, and rollback plans for each critical stream.

    Extended Support & Customer Service Tool

    After the merger and Lightning cut-over, KVP has provided extended managed support and built a strong customer service tool on top of the consolidated org — evolving it with each new route, campaign and disruption scenario.

    24×7 Application Managed Services

    L1/L2/L3 support covering incident management, small enhancements, release management and Salesforce seasonal upgrades on the consolidated org.

    Custom Customer Service Tool

    Built a purpose-fit customer service console on top of Service Cloud with airline-specific workflows for refunds, baggage, schedule change, medical assistance and loyalty escalations.

    Continuous Enhancements

    Fortnightly release trains delivering new case types, automations, integrations and BI reports as the group evolves.

    Governance & Reporting

    Executive dashboards on case volumes, SLA compliance, agent productivity, complaint categories and root causes across both service lines.

    Technology Stack

    Salesforce Service Cloud
    Lightning Experience
    Lightning Web Components (LWC)
    Salesforce Flows
    Apex
    Omni-Channel Routing
    Knowledge & Entitlements
    REST Integrations
    Data Loader / ETL
    Salesforce DX & CI/CD
    Einstein Reports & Dashboards

    Key Outcomes

    One Platform, Two Service Lines

    Both airlines' service operations integrated onto a unified Salesforce org during acquisition and merger, ensuring smooth service delivery to guests.

    Clean, Governed Org

    Rectified hardcoded values and production issues; established a clean, best-practice org with consistent metadata, naming and automation patterns.

    Full Lightning Adoption

    230+ users transitioned to Lightning Experience with modernised record pages, LWC components and Flow-based automation.

    Standardised Service Processes

    A single taxonomy of case types, reason codes, SLAs and escalation matrices across the full-service and low-cost lines of business.

    Better Guest Experience

    A single 360° view of the passenger across brands, bookings and history — enabling personalised, context-rich service.

    Ready for What's Next

    A Lightning-native, Flow-driven, LWC-based org that is ready for AI, Agentforce and future group-wide expansions.

    Why KVP for Airline Salesforce Consolidation

    Aviation & Travel Domain Depth

    Hands-on experience with PNR, ancillary revenue, IROPs, refunds, baggage, loyalty and DGCA regulatory categories — for both full-service and low-cost carriers.

    Org Merger Playbook

    Proven blueprints for two-org consolidation, metadata comparison, data migration and Lightning re-platforming — delivered without disrupting live customer service.

    Modern Salesforce Engineering

    Deep bench in LWC, Flows, Apex, DX, CI/CD and integration patterns — with an unshakeable focus on best practices and technical-debt hygiene.

    Long-Term Managed Services

    24×7 application managed services, fortnightly release trains and continuous improvement — an owner-operator partnership, not just an implementer.

    Consolidating Salesforce Orgs After a Merger?

    Talk to KVP about merging two Salesforce orgs into one, transitioning to Lightning, and standing up a group-wide customer service platform — with proven blueprints and long-term managed support.

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