Salesforce to Salesforce: Transfering Person Account

April 14, 2014 / TIM / Comments Off

Here’s an idea of what is Salesforce to Salesforce and how to set it up.

Basically, S2S allows us to sync object to object. But what happens when it comes to a personal account?

Scenario:

An instance with Person Account tries to sync over to an instance without Person Account or vice versa. (Enterprise Edition & Professional Edition)

Remarks:

For 1 and 3 : One consumer record in EE will be created as Two records in PE. For example: If I have a PersonAccount: John Doe (EE), I will end up with an Account: John Doe and a Contact: John Doe.

For 2 and 4 : Not supported

For 5 and 6 : Not supported

Information on other supported object, link here.

Posted in Salesforce Corner