Tuesday 4 August 2015

Salesforce to Salesforce

When it comes to deal with migration/sharing of data within salesforce orgs then no need to worry about. Salesforce provides a native feature Salesforce to Salesforce in short "S2S". It can also be used to create this data sharing relationship. Lets take a example of two orgs org1 and org2 and we need to share Account and Opportunity Data within orgs then this can be done easily in below steps:

Step1. Enable Feature Salesforce to Salesforce in org1 and org2 both.
Note: Once it is enabled it will be not be disabled. Setup-> App Setup-> Salesforce to Salesforce
                                                    

Step2: Now create an Account and contact record with email id of contact person of org2

Step3: Now Setup a connection in Salesforce org1 and send invitation to org2. Note: if connection tab is not visible then please make it visible to current app.
Step4: An Email will be sent to email address provided on contact ask to insert in previous steps. Once we click on link of email body it will redirect us to login screen.

Step5: Enter credential of org2 it will be redirected on invitation acceptance screen.

Step6: Now Publish Account and Opportunity objects along with fields in org1.



Step7: Now Subscribe objects in org2 and keep field mapping with setting up auto accept.
Step8: Now we all set.

Once we create Account ( with Opportunity record) and then in list view of Account click on "Forward to Connection". Select Connection name and proceed further allowing to forward opportunity data. You will see in org2 same set of record will be created with same values filled in org1 (when fields are properly mapped).

Limitations: Lookup IDs are not available for publishing. You can enable S2S for those fields by creating a formula field and then publishing the formula field.



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