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  • Salesforce Integration

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    Deepu Reddy
    2K views12 pages
    The document provides steps to enable Salesforce to Salesforce (S2S) connections between two Salesforce organizations. It outlines creating a connection in the first org, publishing objects to share, then accepting the connection and subscribing to shared objects in the second org. Finally, it verifies the connection by creating a record in the first org and seeing it shared to the second org.

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    salesforce integration

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    salesforce integration

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    The document provides steps to enable Salesforce to Salesforce (S2S) connections between two Salesforce organizations. It outlines creating a connection in the first org, publishing objects to share, then accepting the connection and subscribing to shared objects in the second org. Finally, it verifies the connection by creating a record in the first org and seeing it shared to the second org.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    2K views12 pages

    Salesforce Integration

    Uploaded by

    Deepu Reddy
    The document provides steps to enable Salesforce to Salesforce (S2S) connections between two Salesforce organizations. It outlines creating a connection in the first org, publishing objects to share, then accepting the connection and subscribing to shared objects in the second org. Finally, it verifies the connection by creating a record in the first org and seeing it shared to the second org.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 12

    Organization 1: Batch0221@capital.

    com Account

    Step 1: Login to salesforce account [email protected]

    Step 2: Enable salesforce to salesforce settings

    Navigation : SetupBuildCustomize Salesforce to Salesforce Settings


    Step 3: Enable the settings

    Step 4: Goto the Application in salesforce and the Connection Tab to the application

    SetupBuildCreateAppsCallCenterEdit

    Step 5:Create new connection

    Goto callcenter application and click on Connection Tab


    Step 6: New Connection

    Step 7: Goto Contact Object and create a new contact record with the email id of the targer organization

    Ex: LastName :satishMyla emailid:[email protected]

    Step 8: Click on new Connection and Select the above contact what you have created
    Step 9: save

    Step 10: Publish the objects which you want to share with external organization
    Step 11: Select the object which you want to publish

    Step 11: Save


    External Org

    Step 12: Login into the organization to which you want to connect [email protected]
    Step 13: Enable the salesforce to Salesforce connection by navigation to

    SetupBuildCustomizeSalesforce to Salesforce Settings

    Step 13: Login into gmail account with which you have created contact in the above step

    Click on the give link in the gmail

    Step 14: Give the salesforce credentials of the other organization


    Step 15 :Accept the connection Request

    Step 16 :After accepting the request subscribe the objects from connection

    Step 17 :Create the mapping between source organization and destination organization objects in subscribe
    Connection is established

    Test the connection:


    Step1: login to [email protected] account

    Step 2: Create a new Account record and save

    Step 3:Goto the edit layout on the record after saving


    Step 4: Add the related list External sharing to the pagelayout

    Step 5: Click on the external sharing

    Step 6: Add the connection


    Setp 7:Login to [email protected] and Account object

    Click on go
    Step 8: Click on Accept button record is added to aAccount in [email protected] account

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