Salesforce to Salesforce Flashcards
Which environments allow data sharing between them?
Production to Production
Sandbox to Sandbox
CANNOT share between sandbox and production
How can you control the data being shared?
Each org can choose which objects they want to Publish and Subscribe and have a fine grain control over which records they want to accept.
When a shared record is updated in the publishing org, S2S automatically updates it in the accepting org.
If a record is manually modified in the accepting org, the corresponding record in the publishing org will be updated only if the accepting org publishes that type of data and the publishing org subscribes to that type of data.
If a record is modified via a trigger or workflow in the accepting org, the change will not be replicated in the publishing org.
Do the orgs need identical data structures?
Standard object can only be mapped to corresponding standard object.
Custom object can be mapped to any custom object.
The data type of the field must match.
How is data shared?
Sharing can be done manually through list views or automatically with programatic tools.
When sharing of either a record or connection is stopped, existing records will remain in the destination org and will not be deleted. No further updates will be shared between orgs.
How is S2S setup?
Enable S2S. Once enabled it cannot be disabled.
Send an email (can customize template) to establish connection.
User’s using S2S must have the Manage Connections permission and should have access to the Connections tab.
How many connections can be created between 2 orgs?
Only One
This is done in the Connections tab by a selecting a contact with a valid email. An email is sent which includes the connection URL.
How do you publish objects and fields?
Each object to be shared must be explicitly specified including master detail.
System audit fields cannot be published. Use custom fields to workaround this.
Required fields are pre-mapped
Mapping enforces field type, dimension and precision
How are records sent?
Share single record manually on the detail page –> ‘External Sharing’ related list
Share multiple records manually on the objects list
view –> Forward to Connections
Share records Automatically. Records added to a queue having a connection as a member are automatically transferred to the connected org. A connection can be a member of more than one queue. Only Leads, Cases and custom objects can be transferred automatically using queues.
Sending Child records
A child object must be published separately from it’s parent.
If a child object is published, the records can be sent individually or can be included when sending the parent record.
How are records accepted?
Manually
Can be accepted manually form the connections list view on an objects tab. Accept parent records before Child.
Automatically
Auto Accept while subscribing for objects. Child records get inserted and associated with the parent by default. Auto Accept is not available for some standard objects.
How are records sent programatically?
When a connection is created a PartnerNetworkConnection object is created. You can query this object where AccountId = ‘the one used to setup the connection’
You can then create a PartnerNetworkRecordConnection object to specify the connectionId and the LocalRecordId to share the record.
To stop sharing the record, delete the PNRC record.
What does the PNRC object consist of?
ConnectionId
LocalRecordId
PartnerRecordId
Who owns the record in the Accepting org?
If Auto Accepted, owner will be Connection User. Use Connection User to identify a record in Apex if you want to selectively accept/deny certain records. Connection User will belong to Partner Network profile
If manually accepted, owner will the user accepting it.
What are the tools available to make Connecting multiple orgs easy?
From Contact list view, you can select multiple contacts and ‘Invite to Connect’
A template can be created and reused. You can add objects and fields to publish.
Select records you want to share in the list view and click Forward to Connections. Select all the connections to share the records with.
