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          Cross-Org Adapter for Salesforce Connect

          Cross-Org Adapter for Salesforce Connect

          Collaborate more effectively and improve processes by connecting the data across your Salesforce orgs. With the cross-org adapter, Salesforce Connect uses Lightning Platform REST API calls to access records in other Salesforce orgs. Nevertheless, setup is quick and easy with point-and-click tools.

          Required Editions

          Available in: both Salesforce Classic and Lightning Experience (not for high-data-volume external objects)

          Available in: Developer Edition

          Available for an extra cost in: Enterprise, Performance, and Unlimited Editions

          Your users and the Lightning Platform interact with other orgs’ data via external objects. The cross-org adapter for Salesforce Connect converts each of those interactions into a Lightning Platform REST API call.

          Suppose that you store your inventory of products in one Salesforce org. You want your regional and local branch offices, who have their own orgs, to see the latest information about your stock. With the cross-org adapter for Salesforce Connect, those other organizations can easily access your data while respecting access restrictions that you control.

          The cross-org adapter makes a Lightning Platform REST API call each time that:

          • A user clicks an external object tab for a list view.
          • A user views a record detail page of an external object.
          • A user views a record detail page of a parent object that displays a related list of child external object records.
          • A user performs a Salesforce global search.
          • A user creates, edits, or deletes an external object record.
          • A user runs a report.
          • The preview loads in the report builder.
          • An external object is accessed via flows, processes, APIs, Apex, SOQL, or SOSL.
          • You validate or sync an external data source.

          To set up Salesforce Connect with the cross-org adapter, you use only point-and-click tools.

           
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