Tip of the Week

Tip of the Week – Ready, set, integrate with Salesforce to Salesforce

Salesforce offers thousands of out-of-the-box tools which can make your day-to-day life easier. From automatically contacting clients to updating fields while you work on other things to sending you daily reports on your stats, Salesforce can really simplify your life. But if you want to integrate it with other systems, that requires tons of custom development, hours (or days) of UAT, and can take weeks to get up and running. Have you ever wished you could integrate with another system in minutes just like all the other cool tools in Salesforce? Well, if the other system is also Salesforce, you can!

Whether you want to share accounts and contacts with business partners, pass customer support cases to vendors and get real-time updates, or strategically collaborate on opportunities with another company, Salesforce to Salesforce (S2S for those in the biz) is an amazingly powerful tool. With clicks, not code, you can quickly connect your Salesforce org to another and immediately start receiving shared information. Don’t worry, you control exactly what you share and what you don’t, so you never have to worry about data security. And if you need to turn off the integration, that’s just a couple clicks too.

Read more here and enjoy your code-free integration with S2S!

-Jared and the Salesforce Guys

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One Response to Tip of the Week – Ready, set, integrate with Salesforce to Salesforce

  1. Tim Barsotti at 1:17 pm #

    I’ve worked on 3 automated SF2SF integrations. I completely agree that sharing of records is easy. Automating the sharing of information is also very easy and can be done with very little coding. In your experiences:
    –Have you determined a good method to replicate validation rules across orgs? Or universally bypass them? I’ve seen some junior admins previously break the connection by creating a validation rule.
    –Is there a good method for sharing unsupported objects? Calendar events, notes, etc? I’ve built some extensive work-arounds with the use of custom objects and triggers, but was wondering if there was something that was a little more straightforward.

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