Once the primary and secondary organizations are connected via the Organization Sync connection, it’s time to perform a publish and subscribe process that allows record inserts, updates, and deletes to flow between the organizations.
|Available in: Salesforce Classic|
|Organization Sync is available in: Enterprise, Performance, Unlimited, and Developer Editions|
In the publish and subscribe process, objects and their fields are published to the primary organization and subscribed to in the secondary organization. Then, to ensure that record updates flow both directions, the same process is repeated from the secondary to the primary organization.
Publishing an object doesn’t copy any records to the secondary organization; it simply creates a path where you can then perform a bulk sync to copy records of that object type from the primary to the secondary organization. For example, once you publish the Account object, you can perform a bulk sync to copy all accounts to the secondary organization. After the initial bulk sync, all record inserts, updates, and deletes of that object type are automatically synced across both organizations.
The Connection Detail page is the hub of your Organization Sync connection. After you establish your connection, take a moment to get comfortable with this page via an interactive walkthrough.
Walk Through It: Explore the Connection Detail Page
. Before you begin, make sure to add the Connections tab to your Salesforce environment.