CROSS‑ORG DATA ACCESS VIA SALESFORCE CONNECT
THE CHALLENGE
Our client operated within an organization that had multiple Salesforce instances storing related data. They needed seamless access to data from another instance without having to store millions of records locally. Additionally, they wanted the data to remain related but preferred not to set up or maintain a new integration using an ETL tool. The solution also had to be easy and intuitive for both Salesforce Admins and Developers to support.
TECHNOLOGIES & SERVICES
Salesforce
Salesforce Service Cloud
Salesforce Connect
Apex Code
OUR SOLUTION
We leveraged Salesforce Connect to access the necessary objects and fields from the target organization’s Salesforce instance directly within our client’s environment. This approach minimized data storage requirements and kept the solution entirely within the Salesforce ecosystem—eliminating the need for ETL tools since data was not physically copied. External objects provided a user interface consistent with custom objects, ensuring a seamless experience. By minimizing code changes and keeping business logic centralized within Salesforce, we reduced complexity and maintenance compared to managing multiple systems.