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Salesforce Integration

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.

Uploaded by

Deepu Reddy
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
2K views

Salesforce Integration

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.

Uploaded by

Deepu Reddy
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Organization 1: Batch0221@capital.

com Account

Step 1: Login to salesforce account batch0221@capital.com

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:javasfdc@gmail.com

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 batch0226@capital.com
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 batch0221@capital.com 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 batch0226@capital.com and Account object

Click on go
Step 8: Click on Accept button record is added to aAccount in batch0226@capital.com account

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