Cross-Org Adapter for Salesforce Connect

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.

• Subscriber and Provider Orgs in Salesforce Connect—Cross-Org Adapter
  The provider org stores the data that the subscriber org accesses.
• API Names for External Objects and Custom Fields in Salesforce Connect—Cross-Org Adapter
  If external objects and custom fields are created in the subscriber org via syncing, their API names are derived from the corresponding API names in the provider org.
• Record IDs and External IDs for External Objects in Salesforce Connect—Cross-Org Adapter
  External object record IDs are derived from the corresponding record IDs in the provider organization. External ID values in external object records match the record IDs in the provider organization.
• User Access to External Data in Salesforce Connect—Cross-Org Adapter
  A user’s access to external data is determined by settings on both subscriber and provider orgs.