Salesforce implementation consulting in New York.

Three things save the most time: a sponsor who can settle process disputes, an export of your current contacts and accounts so we can size the cleanup, and a list of systems that must connect at launch versus later. For New York firms with compliance teams, bring them into the first design workshop rather than the final review, since their requirements shape the security model from the outset.

Usually yes. Practices share clients more often than their structures suggest, and one org lets a relationship partner see every open pursuit at a client. Record types and page layouts give each practice its own process, while shared account and contact records keep a single history. Separate orgs make sense only when legal or regulatory walls require data to be physically apart, which we assess in discovery.

Rarely. Move active clients, open opportunities and the history people genuinely consult, such as recent activity and signed engagements, and archive the rest somewhere it can still be searched. Old records bring duplicates, dead contacts and fields nobody understands, and every one adds testing effort. For New York financial and professional services firms, record retention rules decide what must stay reachable, so we agree the cutoff with compliance before the first data load.