Salesforce and Application Integration

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Accessing Data in Other Salesforce Organizations

After the Salesforce connector is added to your managed package, you can access Salesforce objects from within guides and processes. If you need a guide or process in one Salesforce organization to access data in another, perform these additional configuration actions:

Perform guide setup in the organization where you want to run the guides.

Create an additional connection for any other Salesforce organization you need to access.

In the guides that use Salesforce objects, the objects are from the primary guide's organization. Use the other connection(s) you added to access objects from the other organizations in your guides or processes.

Running a Guide within a Salesforce Organization

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