Salesforce has always known to be a highly customizable platform for its users. You can seamlessly integrate Salesforce with a suitable third-party application or server to increase its overall functionality and provide users with a single unified platform.
Salesforce integrations prevent users from switching between different platforms for performing specific processes and allows them to work on a centralized platform, helping them save a good amount of time and effort.
However, Salesforce integration is not limited to integrating the platform with a different application. If you are willing to share Salesforce records and all relevant data across different Salesforce orgs, you can do so via Salesforce to Salesforce integration.
What Is Salesforce To Salesforce Integration?
As the name suggests, this is the process of integrating two different Salesforce orgs and enabling seamless sharing of data between the two platforms. Such Salesforce integration services can be availed of in case of mergers, acquisitions, or if you simply want to share all or part of your database with another Salesforce org.
As far as the two concerned organizations have Salesforce implemented, such Salesforce integration can be carried out effectively.
However, it is important to note that Salesforce to Salesforce integration does not involve outright sharing of the records themselves. Here, intermediate records are created that reflect the main records and are updated with the changes made to the main records. This prevents the second organization from hampering the original records of the first organization.
Benefits Of Salesforce To Salesforce Integration
Here are some of the major benefits of Salesforce to Salesforce integration:
Increased Efficiency
Such Salesforce integration helps your team ensure that there are no errors and irregularities between the data stored on both the integrated platforms. Many organizations tend to make errors in editing, copying, and pasting of datasets between Salesforce orgs. Salesforce to Salesforce integration offers an automated and seamless way of making changes that reflect accurately on both platforms.
Easy Access To Data
The integration allows users of both platforms to access all relevant records with the utmost ease. Once the user roles and permissions are set by the administrators, Salesforce users working in both the concerned organization have the valuable database at their disposal with a few simple clicks.
Ease Of Operation
Although such integration helps you share Salesforce data across different organizations, each of the organizations can use the data according to its choice within its systems. There is no confusion regarding the records used and the platform on which they are used. For example, if one of the integration organizations wants to tie up with a third-party application for using their records, they can do so without hampering the functioning of the other organization.
Automated Work Processes
Salesforce to Salesforce integration allows users to automate their work processes in their respective systems using point-and-click tools. This reduces the need for professional coding and programming for customizing the platform.
More Fruitful Reporting
When you integrate a Salesforce org with another, you can obtain reports that are more detailed and insightful. Users can create customizable reports with the details of the processes carried out within both organizations. This helps the management in making important business decisions with respect to each of the organizations involved.
The scope for Salesforce to Salesforce integration is huge. If you are looking forward to expanding your current organization and increase the umbrella of your Salesforce functionality, you can go ahead and avail of this Salesforce integration service. However, it is always advisable to approach your Salesforce Consultant for thorough guidance before going ahead with the integration.
I am a blogger I love to share the content
Post new comment
Please Register or Login to post new comment.