Manual data sharing with associates becomes tiresome and time-consuming. A solution to this issue is optimizing the data transfer process via Salesforce’s integration product – Salesforce to Salesforce.
Salesforce to Salesforce integration refers to the process of seamlessly connecting two or more Salesforce instances, enabling the exchange of data and information between them. This integration allows organizations to collaborate and share information with their partners, vendors, and customers in real-time, improving overall business operations and increasing productivity.
Managing multiple redundant CRMs can be incredibly complex, time-consuming and costly.
According to a recent survey, companies that implemented this integration saw a 25% increase in their sales productivity and a 30% reduction in their sales cycle time.
One of the key advantages of Salesforce to Salesforce integration is that it enables organizations to seamlessly share data with their partners and customers, allowing for a more streamlined and collaborative approach to business operations.
Moreover, data automation results in significant cost savings, as companies with salesforce integration reported a 35% reduction in operational costs.
[Related: Conga saves $650K in its first year leveraging Syncari to unify 2 Salesforce instances]
However, cobbling multiple CRMs by migrating from or using salesforce to salesforce integrations can be a hassle and may not yield the best results.
By keeping your CRMs in sync and eliminating the need to migrate, Syncari provides unified customer data to democratize and simplify data management while your company scales.
Keep reading this article to learn a bit about Salesforce to Salesforce integration and the various processes that make this integration happen.
Salesforce to Salesforce Integration: Why Is It Important?
Salesforce to Salesforce integration is crucial for businesses looking to streamline their operations and improve their overall efficiency. Here are some reasons why:
- Real-time data sharing: Salesforce to Salesforce integration allows for real-time data sharing between two or more Salesforce instances. This means that businesses can collaborate with their partners, vendors, and customers in real-time, resulting in a more streamlined and efficient approach to business operations.
- Improved productivity: By automating various tasks such as lead assignment and follow-up, Salesforce to Salesforce integration can significantly improve productivity.
- Enhanced customer experience: It also allows businesses to better serve their customers by providing them with real-time updates on their orders, service requests, and other interactions. This can lead to higher levels of customer satisfaction and loyalty.
- Cost savings: Implementing Salesforce to Salesforce integration can lead to significant cost savings. According to a recent study, companies that implemented this integration reported a 35% reduction in operational costs.
Salesforce to Salesforce integration is critical for businesses looking to improve their efficiency, productivity, and customer experience while also reducing costs.
By enabling real-time data sharing, automating tasks, and enhancing collaboration, Salesforce to Salesforce integration can help businesses achieve their goals and stay competitive in today’s fast-paced market.
There are countless reasons why Salesforce users share records through the “Salesforce to Salesforce Integration.” Here we have discussed the various effective ways of performing successful Salesforce-to-Salesforce integration.
Method 1: Salesforce To Salesforce Integration Using Connector
If you wish to switch to the Salesforce UI, you have to configure the standard connector. There are 4 primary areas, which need to be configured and in this section, you will learn about in detail.
1st Part: Switching On the Salesforce to Salesforce Connector
Once you switch to the Salesforce Classic UI [User Interface] and then go to the “Setup” section. In the search area, look for “ Salesforce to Salesforce” and then press on the “Salesforce to Salesforce” settings. When you enable this particular feature, a screen will pop out that carries information of the “Salesforce to Salesforce” setup.
You have to enable it in 1st Org and then repeat the process once more to enable it in the 2nd Org so that you can share data between them.
2nd Part: Make the Salesforce to Salesforce Connection
Once you enable the “Salesforce to Salesforce” feature between 1st Org and 2nd Org, you have to create a connection between them. To begin the process, you first have to make a “Contact Record” and then send an invite to them through a new connection record.
You must use a valid Email address to make a new connection record. Once it’s done, visit the “Connection Tab” and the press on “New Connection”. Make sure to check that you have set up the “New Contact Record” as the contact and set up the relevant Connection Owner from your side.
Click on the “Save” button and then send the invite. Once you get the mail on the other part and then set up the “Connection Record” with the 2nd Org. Well done! You just created a connection between two Orgs.
3rd Part: Publish all the Relevant Fields and Objects
You have to perform this particular step in both 1st Org and 2nd Org. To get started, click on the “New Connection Record”, which you just made and then go to the “Published Object Related” option. Here, you will get the chance to choose the Objects, which you wish to send to the other Org.
You have to sync the “Account Records” between the 1st and 2nd Org. You can do so by checking the account objects located in the next page.
Now, choose the fields that you wish to send between the two Orgs. Under the “Published Objects Related List”, press on the “Edit” option, which is located next to the “Account” option.
Remember, the required fields will get enabled automatically, which you cannot undo. You can add other fields optionally so that it’s published in the other Org. You have to repeat this process in both of the Orgs to enable the 2-way flow of data.
4th Part: Subscribe to the Fields and Objects
In this final part, you just have to subscribe to all the published fields and it needs to be done in both the 1st and 2nd Org. Visit the “Connection Record” for the final time and click on the Unsubscribed/Subscribe, which is found under the “Subscribed Object Related Option”.
Check on the box that you want to subscribe and then click save. Lastly, click on the “Edit” option located next to the Account Row and then check to see all those fields you wish to use are selected.
Method 2: Salesforce to Salesforce Integration with the REST API
Successful integration of Salesforce can also take place with the REST API. The following steps clearly define the entire process:
Step 1: Creating the REST API Endpoints
Before you can connect the Salesforce with REST API, you first have to create the Endpoints with the Apex Class. To begin the process, you need to opt for a programming language of your choice so that it meets all your needs.
After that, you must create an environment and directory structure. Once you’re done, you can test out the endpoint.
Step 2: Making the Connected App
When you’re all done making the Endpoints, you can then create the connected apps with the App Manager. You can find the App Manager, through Quick Find at the Setup Menu and then press on the Create New Connected App.
You can give your API and Connected App a name and then set up a contact email, which is pertinent to your contact information.
After that, you need to check the “Enables OAuthSetting” and then make a callback URL and choose relevant OAuth scopes. You can then leave the settings how it is and click on the “Save” button.
Once you have saved your Connected App, you can copy the Consumer Secret and the Consumer Key as you will need it later on.
Step 3: Configuring the Auth Provider
In this step, you have to make another Auth Provider from a different org. You can start by pressing on the “New Auth Provider” option and then choose “Salesforce” as the provider. Under the Auth Provider Edit box, you will find the following fields, which you have to fill:
- The Provider’s Type [Salesforce]
- The Name of the Auth Provider [Provide a name]
- The URL Suffix [Use one according to your choice]
- Consumer Key [Provide your consumer key]
- Authorize Endpoint URL [Salesforce will set it up automatically, you don’t need to provide]
- Total Endpoint URL [Salesforce will set it up, leave the area blank]
Once you’re done with everything, you can click on the Save option to save all your settings. Now, you will get a new Callback URL, which you will find generated at the bottom section of the Salesforce Configuration Page.
You have to copy this new Callback URL and use it to update the Callback value for your Connected App.
Step 4: Make the Named Credentials
In this final step, you have to make a Named Credential as it will enable the org to connect with the Connected App without much issues. To do so, you first have to look for the Named Credential option on Quick Find and then click on the “New” option. After that, you have to fill out the following values:
- Provide the Named Credential with a Name and Label
- Set up an URL based on your Salesforce org
- Provide an identity type [It should a named principal]
- Provide an authentication protocol [It should be OAuth 2.0]
- Set up an authentication provider [Provide an authentication provider you made]
- Provide the “Scope”
- Allow the Merge Field in the HTTP header
- Keep all the things just how it is and save it.
Method 3: Salesforce To Salesforce Integration using Syncari (No Code Sync & Automation Tool)
Successful integration is possible with the methods mentioned above. However, you can also do it easily with Syncari, a no-code integration tool. Syncari will help you create the Salesforce to Salesforce connection, as well as help you synchronize and back up your Salesforce data.
Understanding the Salesforce Data Model
Sync Studio helps in routing objects from Salesforce to Syncari entities. From getting periodic data updates to getting them in real-time, enriched, and cleansed, Syncari will make it happen. You can synchronize the following objects through the Salesforce Synapse:
- Contact
- Campaign
- Custom
- Opportunity
- Lead
- User
- Account
Once you are through with these entities, it’s time to rely on Syncari to make the Salesforce-to-Salesforce integration happen. Here’s how!
Step 1: Data Cleansing and Normalizing
If there are data fields involved in the deduplication logic, then the data needs to be cleaned. Before domain extraction, the website data and emails should be cleaned, to prevent domain extraction from a wrong email.
Step 2: Identification Of Duplicate Records
With Syncari, you can create rules to identify duplicates easily in your CRM. The primary data field that helps in duplicate identification is the email address. Website domains, company name, and phone numbers are some of the additional fields in this regard.
With Syncari as your data automation platform, you can identify the deduplication issues, and distribute clean data across systems.
Step 3: Create Deduplication Rules and Logic
After the duplicate records get identified in the database, you will have to find out the winning as well as surviving records. Creating the logic and deduplication logic is important in this part. Syncari will run continuous tests and also create multiple iterations until the results match with the deduplication logic you created.
Step 4: Run Tests and Iterations
Under this step, your deduplication logic tries to capture almost 100% duplicates. It is right here that Syncari performs multiple iterations to make sure that duplication is captured and all gaps are closed. With its unified system, it can easily source data from multiple sources easily and swiftly.
Syncari is one such no-code tool that ensures smooth identification of deduplication processes and matches them with your logic for quick resolution. Since it integrates with Salesforce without much hassles, deduping becomes easy.
Use Cases of Syncari: The Conga Case Study
Apttus, a top company providing quote-to-cash solutions, and Conga, a leading company in digital document transformation, announced their collaboration in May 2020 to offer a comprehensive digital transformation solution for commercial operations.
In order to speed up crucial market initiatives identified during the merger, the sales and marketing team was assigned the task of integrating disparate data, processes, and technology to establish a holistic view of “The New Conga” within a year.
Using Syncari, Conga’s marketing professionals were able to achieve this new view using a no-code platform that could be managed by IT without requiring time-bound IT resources.
Here’s a quick rundown on what Syncari could do for Conga. Let’s begin by assessing the challenges, the approaches taken by the operational team, and how Syncari could craft the perfect solution. Here we go!
Identifying The Challenges
There were significant differences between the technology stacks of Conga and Apttus, resulting in a lack of cohesion and disconnected data. Leads generated from Conga’s marketing stack were being lost when flowing into Apttus’ CRM system, creating inefficiencies.
The absence of a Lead to Account and Opportunity conversion process was restricting sales effectiveness. Additionally, the inability to retain campaign and activity data in the CRM system was hindering the ability to generate full-funnel reports.
It’s here that Syncari provided a proper approach towards meeting these challenges. Let’s find out:
The Approach
With Syncari, Conga was able to detect all the solutions that carry the approval of the Information Technology (IT) but it did not need the resources of Information Technology. After appraising Syncari, it turned out to be easier to offer effective solutions on workflow automation, lead-to-accounting matching, and data integrity.
Both Conga and Apttus were able to check out all the custom integrations through countless data providers. Using Syncari was beneficial because it was based on faster payback time and completeness.
The Solution
Syncari is viewed as the ultimate solution because it can manage, clean and even unify all the cross-system data effectively. Furthermore, the software had the power to centralize the multi-vendor enrichment to magnify the targeting, quality of the data and the segmentation on Salesforce and Marketo without any interruption.
Syncari can also affix all the missing lead activity, address voids, and prospect records through the complete funnel reporting option. By automating all the interconnected reporting and workflow, the software can perfectly match all the leads with the accounts that are based on the business logic.
It can also connect all the leads with the right reps to speed up the response time. Syncari can also place data in Power BI and Snowflake to provide all the reliable insights.
So, that’s the Conga case study. It definitely emphasizes the importance of getting Syncari for your organization.
What’s the Next Step?
When it comes to taking the “next step”, you can unify your enterprise tech stack with Syncari and also get to implement the viscosity of the data. It will also allow to coalesce repetitive contacts, accounts and CRMs while preserving the data probity.
Since data is at the heart of every organization, especially the ones that operate on customer-centric approaches and models, Syncari would be the most awaited solution for them.
If you wish to achieve successful data automation and sharing across departments, Syncari is what you need.
Why Syncari is the Best Alternative for Unified CRM Sync
Syncari has become the go-to scalable solution for businesses that want to eliminate the need to migrate from one Salesforce instance to another.
Syncari – being the only system to come with patented stateful multi-directional sync – helps companies to get rid of points-to-points integration and offers a unified and simplified approach to CRM syncing or data integration.
With Syncari, you can not only sync two or three Salesforce instances, but multiple other systems as well, creating unified customer datasets with a massive reduction in time and cost.
This unified CRM syncing approach assists organizations in generating data without relying on any Salesforce instance or dealing with Salesforce to Salesforce integration every time you need to sync CRM data.
But how can Syncari unify cross-system or Salesforce to Salesforce data? Let’s find out.
Syncari’s stateful multi-directional sync capabilities enable any enterprise to unify and handle cross-system data in the following ways:
- It streamlines and unifies multi-vendor (Salesforce) enrichment to enhance data segmentation, data quality and targeting across various Salesforce instances in real time.
- To address and fill any gaps in the comprehensive-funnel reporting, Syncari adds data on missing lead activities to the opportunity records.
- Comprehensive data reports from Syncari can be used in Power BI and other tools like Snowflake to distribute and share reliable cross-functional insights and data.
Salesforce To Salesforce Integration Via Syncari, a Powerful Data Automation Tool
When implementing Salesforce to Salesforce integrations, you have a variety of alternatives at your disposal, with both Salesforce internal tools and third-party integration software products. The majority of the time, using a third-party data connection platform like Syncari is easier and less expensive than integrating Salesforce manually.
This tool gives you more control over your Salesforce connection, whether you want to combine data from one provider or your entire company. Syncari provides two significant benefits over other ETL solutions if your company has to do Salesforce to Salesforce integrations:
- Complete Automation: Syncari gives you the ability to entirely automate Salesforce administration as well as control data warehouses, available APIs, databases, and file storage.
- No-Coding: With Syncari, you won’t have to write a single code. Without coding, it lets you bring customer data within the plater and later send it back to Salesforce. Thanks to the software’s transformation layer, any organization can now easily collect, clean, edit, and modify the data as per their requirement so that it fits their ETL procedures.
Conclusion
No matter the reason, if your company wants to connect Salesforce you must do a few things. Firstly, assess why it is essential for your company and then choose one of the above methods to share the data and keep records.
You may benefit from numerous more features like data replication, data backup, and integration with other third-party data providers if you pick the Syncari Data Integration tool to connect your Salesforce orgs together.
Use Syncari for your Salesforce to Salesforce integration and keep things simple and hassle-free.
Click here to explore the world of Syncari Data Integration.
