Multi-org designs: cross-org adapter, consolidation, Data Cloud One
How to use data across several Salesforce orgs: the cross-org adapter for in-place access, Bulk API 2.0 extraction or middleware for aggregation and sync, External ID cross-references for org consolidation, and Data 360 provisioning with a Data Cloud One home org, companion orgs or data sharing between instances.
Given a customer scenario, recommend a design to effectively consolidate and/or leverage data from multiple Salesforce instances.
~8 min read · 18 practice questions ·
What the exam expects
- Decide whether one org or several fits, then pick the org-to-org pattern from the requirement: view or edit in place, aggregate for reporting, or keep records in sync.
- Know what the cross-org adapter can't carry over and what still runs in the target org.
- Plan an org consolidation load with source-Id External IDs, parent-before-child order and an Id cross-reference for polymorphic fields.
- Choose the Data 360 home org, Data Cloud One or multiple instances with data sharing, and explain companion org limits, credits, region and latency.
Key terms: cross-org adapter (Salesforce Connect adapter that reads another org through the REST API); home org (the org that holds the Data 360 license and instance); companion org (an org connected to the home org through Data Cloud One); data space (a logical container of data and metadata); data share (zero-copy sharing of chosen objects between Data 360 instances).
Key facts
- Detail
- Reached end of life
- Detail
- Not optimal; can't listen between orgs for the same event
- Detail
- No formula or roll-up references; no Activities, Events or Tasks
- Detail
- WhoId, WhatId and custom object Owner can't map to External IDs
- Detail
- Set by the location of the org that receives the license
- Detail
- Not allowed; home org only
- Detail
- Consumed from the home org; per-org view in Digital Wallet
- Detail
- Zero copy; tags not shared
Sources for this section (4)
- Data Integration with Salesforcearchitect.salesforce.com (opens in a new tab)
- External Objects in Salesforce Connecthelp.salesforce.com (opens in a new tab)
- Import Related Records with an External IDhelp.salesforce.com (opens in a new tab)
- Data 360 Provisioningarchitect.salesforce.com (opens in a new tab)
- Why isn't a platform event pair a good org-to-org sync design?
- When is a new, dedicated Data 360 home org justified?
- Why might European companion org users see slower unified profile queries?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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