Salesforce to Salesforce is a feature which allows organizations to share records among Salesforce organizations. Partners and Customers can collaborate within and across Salesforce organizations more easily and effectively. Users can create connections among two Salesforce organizations and publish or subscribe objects with selected fields between two orgs. Users can share the records and get updated data easily without a single line of code.
Features
- Track Salesforce to Salesforce activity and updates
- Quick and easy data sharing for businesses.
- Control the type of records and fields to be shared among organizations.
- Easy integration and managing data in organizations.
Prerequisites
Users would need two orgs to share the records among salesforce organizations.
In example, I have two Salesforce accounts:
1: https://astreaitservicespvtltd7-dev-ed.my.salesforce.com/-Source org
2: https://astreait91-dev-ed.my.salesforce.com/-Target Org
How To Steps
Step 1: Switch to classic view. Enable Salesforce to Salesforce integration in settings for both Target and source org.
Enabling Salesforce to Salesforce is irreversible, Users can just stop sharing the records but cannot disable this functionality.
Step 2: Establish a connection between two orgs.
- Go to connections tab
- Create a new connection and click on Save and send invite.
- Accept the invitation on the target org.
Step 3: Publish and subscribe objects.
- Go to connections tab
- Go to publish/unpublish section and select the objects
- Users can also select the fields to be published.
Step 4: Create a new Lead in source org.
Step 5: Go to the list view of Leads and select the leads you want to share. Click on forward to connections button.
Step 6: Select the connection
Step 7: Now check the Leads in target org.
Similarly Users can share multiple records with selected fields among two salesforce organizations.
Summary
Salesforce to Salesforce integration is a useful feature which allows the salesforce organizations to share the records and stay updated on the data. If a user updates data in source org it automatically gets updated in target org. Users can build successful partnerships with other companies and expand their business interests.
Salesforce – Salesforce integration enables partners to collaborate easily & effectively across the organizations, and allows us to easily integrate & manage data in Salesforce.