Managing User Data in Organization Sync | Salesforce
Managing User Data in Organization Sync
In Organization Sync, user records in the primary organization are mapped to identical user records in the secondary organization. It’s important to understand how user-related updates flow between the organizations in case you need to update your configuration.
Available in: Salesforce Classic
Organization Sync is available in: Enterprise, Performance, Unlimited, and Developer Editions
How do I add users to the secondary organization?
If you select the Sync Users checkbox when sending your Organization Sync connection invitation (recommended), all users with standard Salesforce user licenses are automatically copied to the secondary organization as soon as the connection invitation is accepted. Selecting this option also ensures that user-related updates are synced between your organizations.
If you prefer to add user records to the secondary organization manually, leave the Sync Users checkbox deselected when you send the connection invitation. Then, add the user records to the secondary organization using your preferred approach.
If you decide to add user records to the secondary organization manually, do so before copying your data to the secondary organization via a bulk sync. If a record in the secondary organization references a user that doesn’t yet exist in that organization, the field listing the user automatically updates to list the connection owner, and that field value then overwrites the correct value in the primary organization.
If you’ve opted to sync users but need to manually trigger the replication of all users, navigate to your Organization Sync connection’s detail page in the primary organization. In the Connection Detail section, click Edit, deselect the Sync Users checkbox, and click Save. Then, click Edit again, re-select the Sync Users checkbox, and click Save.
How do users log in to the secondary organization?
Users log in to the secondary organization with a modified version of their primary organization username and a custom password.
How do I know that all users have been added to the secondary organization?
Check the Connection Status field on your Organization Sync connection’s detail page in the primary organization. As soon as you accept the connection invitation, the connection status reads Metadata Sync in Progress if you opted to sync metadata, which signifies that supported metadata is being copied to the secondary organization. The connection status then changes to User Sync in Progress while users are copied to the secondary organization. When the connection status changes to Active, all user records are available in the secondary organization. User replication failures are listed in the Organization Sync Log.
How long does it take for the user sync to complete?
The length of time required depends on the amount of user data in your primary organization.
Which types of users are synced?
All users with standard Salesforce user licenses are synced. For details about which users fall into this category, see Standard User Licenses.
Are user-related updates synced?
Yes. These updates are synced in real time in both directions between the organizations:
Adding, updating, or deactivating a user
Assigning or reassigning a role, user profile, or permission set to a user (as long as the role, user profile, or permission set exists in both organizations)
If you opt to sync metadata, other user-related metadata changes such as creating and updating user profiles are also synced for you.
If you want user updates to only sync in one direction—from the primary to the secondary organization—log in to the secondary organization and deselect the Sync Users checkbox on your Organization Sync connection’s detail page. This prevents user updates from being sent from the secondary to the primary organization.
What if I choose to sync users but not metadata?
To minimize syncing issues, we recommend selecting both the Sync Users and the Sync Metadata options when you send the connection invitation. However, if you choose to sync users but not metadata, don’t accept the connection invitation until you’ve updated the metadata in the secondary organization to match the primary organization’s metadata. If user-related metadata such as user profiles are missing from the secondary organization, the bulk user sync will fail and will need to be repeated. User syncing failures are listed in the Organization Sync Log.