Salesforce to Salesforce integration is your free connection to 100,000 partners running Salesforce. Share your data and customize your partner branding with my Salesforce MVP best practices:
Salesforce to Salesforce Integration Basics
Salesforce to Salesforce integration is included for free with your Salesforce licenses. It’s easier to setup and less expensive to maintain than custom API integrations or ETL integration middleware. You establish a mutual connection between 2 Salesforce organizations, map data, and share records in both directions. Like any integration, you should follow my Salesforce MVP best practices from 30 projects over the past 5 years:
Map Objects and Fields Carefully
In any integration roadmap, I map objects and fields that will be shared. Since organizations can configure Salesforce very differently, it’s important to set standards in advance. Picklist values can vary even on standard fields, and you want to avoid overwriting your partner’s data!
Let’s say you offer a premium lead research service to Salesforce customers, like one of my clients. A customer will send you a partial Lead, and you’ll update it with your research. You want to sell this service to multiple customers, so I recommend using the standard Lead object and fields. One exception is the Lead Status field, since lead funnels are often named differently. You also offer your own business credit score as an upgrade, so those customers will need to create their own custom field and map it to yours.
Ready to map your own key sales fields? Download my Salesforce to Salesforce Integration Workbook:
Share Records with Forward to Connections
After you map objects and fields in the destination Salesforce to Salesforce organization, you can share individual records. Unlike many ETL or API tools, there’s no standard bulk method to share records. You select a record, click Forward to Connections, and then choose any child objects to share.
Let’s go back to your premium lead research service. Customers share a Lead, and choose your organization from their list of connected partners. Including related Tasks provides additional background and the deadline when customers need your research. This is an important training lesson to include in your customer onboarding, Salesforce Customer Community, and Salesforce Service Cloud knowledge bases.
Brand And Simplify with Custom Buttons and Reports
Now I want to make your premium lead research service stand out above the competition. You want it to be easy for your customers to request your branded research. It should be equally easy for you to report on requests and accurately invoice each month.
I started with a branded Lead button, which programmatically shares a Lead using your Salesforce to Salesforce integration. Customers now skip all the steps of choosing a connection and related Tasks! I also added a bulk research button to the Lead list page. Your sales just went up now that customers can buy research 20-200 Leads at a time!
Your customers are now purchasing more lead research, all centralized in your own Salesforce organization. I used the Salesforce Reporting to summarize monthly requests by Salesforce to Salesforce connection for easy invoicing. An additional report on the Industry of those Leads showed which customers are most likely to buy your business credit score upgrade.
Salesforce to Salesforce Integration Benefits
Salesforce to Salesforce integration is your free connection to 100,000 partners running Salesforce. This technical integration still requires my standard best practices: map objects and fields, share records, and customize to brand and simplify operations. For a client’s premium lead research service, I used Salesforce to Salesforce integration to brand their partner connection, increase sales, and accurately report sales for invoicing and upselling.