When it comes to finding the best CRM solution for your organization, one does not need to look further than the Salesforce platform. Well-equipped with features such as Salesforce Mobile, Web-to-Lead, and Chatter, Salesforce provides all the customer service solutions that any company would require.
Salesforce also provides flexibility to its users by being an open-source platform. Companies can modify the CRM platform according to their specific needs with the help of a Salesforce partner. Some of these modifications include Salesforce integration or customization of the platform.
One of the integrations that can be done to suit the needs of the vendor is the Salesforce to Salesforce integration. This integration allows two Salesforce platforms to be used together as one. This is a highly useful feature when it comes to business partnerships where parties are required to share records and get updated data.
So how does one go about a Salesforce to Salesforce integration? And what benefits does it yield? Let’s explore!
Setting Up Salesforce to Salesforce Integration
The setting for Salesforce to Salesforce connection needs to be enabled in the ‘setup’ tab. Once this is done, the settings cannot be disabled, though the contents shared can be. Once enabled, a new user under the name of a ‘Connection User’ is created. When someone from the other end of the integration makes a change to a record, the last modified field displays the connection user. However, this new user does not count towards the number of used licenses and does not show up in the user management view.
Once enabled, configurations can be done to allocate connections and sharing between the two organizations. Additionally, with the Connection Finder, users can find out which partners use Salesforce and can then invite them to connect and share data using Salesforce to Salesforce integration. On top of that, fields and objects can be published and subscribed to. Workflow rules can also be used to automatically update contacts and records and the Salesforce CRM.
Share Data Using The Salesforce To Salesforce Sync
Once the connection is established, data can be shared across the two organizations. Users can control what types of records the other partners can see and which particular fields or objects should be published. The other organizations would not have access to the records being shared, instead, they would have a record of their own, and any modifications one on the records on either end is made visible to the other party.
The records to be forwarded to one or multiple partners can be set up in a queue. At the same time, users can accept forwarded records from other partners, however, this cannot be done on the Salesforce Mobile App. Also, with Salesforce to Salesforce integration, if users accept a parent forwarded record from a partner, all child records will be automatically accepted, without waiting for the user’s action.
Monitor Salesforce Activity
Using custom reports, users can monitor survey responses in a particular location and track connection activity. At the same time, these custom reports can also be used to view connection information for subscribed or published objects and keep track of shared multiple connections. This can be seen in a list view by adding the ‘Sent Connection Name’ field to an existing or new view.
Keep Track Of Records Shared
The statuses of shared records get constantly updated when exchanging records with partners. The status of the shared record is visible in the header and can range from Active, Pending to Inactive, depending on the trajectory of the record. They may also display an External Sharing List, which displays sharing details and status.
Build Successful Partnerships
Salesforce users can benefit from integrating their platform with others in many ways. With the help of Salesforce to Salesforce integration, users can build successful partnerships with other companies and expand their business interests. The partnerships would help all parties involved, as each would be able to reach a wider customer range and offer more services to them.
Diversify Your Operations
Apart from that, integration with others can allow vendors to diversify their business operations. Differents partners, each with their own certain area of expertise, could join together to provide a package of services and products to their clients. Partners could use each other’s existing records and leverage their contacts to expand their business operations.
Migrate Data Easily
One particular motivation for Salesforce to Salesforce integration is the ease with which partnerships can be made using the platform. The Salesforce CRM allows easy data migration between companies and makes mergers and acquisitions easier to handle. With no contacts and records lost, the transition is made much smoother and does not interfere with the usual business operations.
How Can We Help?
Rolustech offers Salesforce Consultancy and Integration services as a certified Salesforce partner. With our team of experts, Rolustech can help you determine the best way to go about your Salesforce to Salesforce integration and assist you with any Data Migration issues. Salesforce to Salesforce integration is a convenient way to develop partnerships and get the most out of your CRM platform.
Rolustech is a Certified Salesforce Partner and Consultant. We have helped numerous firms with Salesforce Integration and Data Migration. Get in touch for a FREE Business Analysis and hop on to Salesforce.