Pulling together data from multiple Salesforce instances
Salesforce data architects must be able to design how to effectively consolidate, process, and leverage data from multiple Salesforce instances. While there are pros and cons of using multiple Salesforce instances within the boundaries of an Information Technology (IT) enterprise, there are instances where knowing how to best leverage the data from those multiple instances together across the IT enterprise can unlock value for your users. Salesforce offers several options or solutions in bringing data from several instances of Salesforce. These can include the following:
- Salesforce Connect
- Salesforce to Salesforce
- Bulk API
- Batch Apex
These are explained in the following sections.
Salesforce Connect
As explained in Chapter 3, Master Data Management, Salesforce Connect is a method for pulling in data from external data sources, using the OAuth 2.0 protocol, OAuth 4.0 protocol, or a custom Apex adapter...