Salesforce To Salesforce

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Salesforce To Salesforce

Salesforce to Salesforce, also known as S2S or S2S integration, is a feature provided by Salesforce that allows organizations to securely share and exchange data between separate Salesforce instances or orgs. It enables collaboration and data sharing between different Salesforce organizations, even if they are owned by different companies or entities. Here’s an overview of Salesforce to Salesforce:

  1. Data Sharing: Salesforce to Salesforce facilitates the sharing of records, such as leads, contacts, accounts, opportunities, and custom objects, between different Salesforce orgs. This data sharing can be bidirectional, allowing both orgs to send and receive data updates.

  2. Secure Connection: Salesforce to Salesforce establishes a secure connection between the participating orgs, ensuring that data is transmitted and received safely. It employs authentication and encryption mechanisms to protect the data during transmission.

  3. Data Mapping and Field-Level Filtering: Administrators can define data mappings and configure field-level filters to control which records and fields are shared between the connected orgs. This provides flexibility in determining what information should be shared and how it should be mapped between the orgs.

  4. Real-Time Data Sync: Changes made in one org can be automatically synced and reflected in the connected org(s) in near real-time. This ensures that both orgs have the most up-to-date information, eliminating the need for manual data transfers or duplicative data entry.

  5. Relationship Management: Salesforce to Salesforce supports the management of relationships between records across orgs. For example, if an opportunity in one org is linked to an account in another org, the relationship can be maintained and updated when changes occur.

  6. Collaboration and Workflow Automation: Salesforce to Salesforce enables collaboration between users in different orgs by allowing them to view shared records and communicate within the Salesforce platform. It also supports workflow automation, allowing organizations to automate actions or triggers based on data updates from the connected org.

Salesforce to Salesforce is particularly useful in scenarios where organizations need to collaborate, share leads or opportunities, or maintain consistent and up-to-date data across different Salesforce instances. It streamlines data sharing, improves collaboration, and helps maintain data integrity across organizational boundaries.

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