AUTODESK MIGRATION: SMARTSHEET TO SALESFORCE
OVERVIEW
A multinational enterprise with 30,000+ Autodesk users needed to migrate a business-critical onboarding tool from Smartsheet before licenses expired. Fiduciary Tech seamlessly transitioned the workflows into Salesforce, consolidating multiple onboarding tools into a unified platform. The migration reduced licensing costs, ensured continuity, and improved efficiency for thousands of global users—all on a tight deadline.
THE CHALLENGE
The client was using Smartsheet to manage an internal Autodesk onboarding tool, but their licenses were expiring and not being renewed. This created a tight deadline: migrate an active, business-critical process to a new platform within just a few months. Beyond the time crunch, there was also the risk of operational disruption and data loss, along with the added pressure to reduce costs tied to Smartsheet licensing.
OUR SOLUTION
We migrated the client’s existing onboarding process from Smartsheet to Salesforce, seamlessly integrating it into their broader Salesforce-powered onboarding platform. By consolidating the solution into Salesforce, we ensured continuity for existing workflows while eliminating the costs of Smartsheet licenses. The migration also enabled the client to centralize multiple onboarding tools into one unified system, simplifying management and improving the user experience.
KEY FEATURES
- • Full migration of Smartsheet workflows to Salesforce
• Integration into existing Salesforce onboarding tool
• Unified onboarding platform for Autodesk projects and users
• Faster, more efficient workflows with Salesforce automation
• Scalable architecture designed to support thousands of users
GLOBAL IMPACT/RESULTS
- • Reduced licensing costs by eliminating Smartsheet
• Consolidated multiple onboarding tools into a single system
• Streamlined operations with Salesforce automation
• Delivered migration on a short timeline, ensuring no disruption to operations
TECHNOLOGIES & SERVICES
Salesforce Lightning Web Components
Salesforce Apex
Salesforce Batch Apex
Custom Metadata and Settings
Email Templates
CONCLUSION
By migrating a critical Autodesk onboarding tool from Smartsheet to Salesforce, our client not only met their deadline but also reduced licensing costs and consolidated their onboarding processes. This unified system provided greater efficiency, scalability, and cost savings, ensuring smoother operations for tens of thousands of global users.