Chapter 4: Pull Analytics Across Orgs

Get the data to make decisions.
 
 

The average Salesforce customer has multiple orgs. These orgs usually arise as a result of mergers and acquisitions. They can also arise due to large organizations deploying separate orgs over time for various geographies, business divisions, or departments.

Sales, service, different regions, or company subsidiaries need to share data and benefit from cross-org initiatives. Company leaders need a single view of their customer and business data. This single pane of glass view enables companies to drive internal efficiencies for cross-sell/upsell, automate business actions, integrate omni-channel experiences that bridge sales and service, consolidate data, and extend multi-org data into data lakes.

For example, a company with five acquisitions can consolidate all the business and sales data across those five acquired companies. They can then use this information to create companywide sales targets, consolidate multiple service departments, or share leads and contacts for cross-sell/upsell opportunities.

 

Take action across orgs.

Using Heroku Connect, you can create aggregated datasets from multiple Salesforce orgs using records pulled from many Salesforce objects. You can use Heroku to simplify data visibility across these orgs and enable users to take actions on Salesforce data in any org of your choice, and you can use it to build new customer engagement experiences united around a single ID. Using the new Multi-Org Visibility & Actionability Salesforce Labs Package for Work.com, Salesforce admins and developers can now accelerate the time to value for these solutions in just a few clicks on the platform while having the flexibility to customize it for their business needs.

What can you do with the multi-org pattern?

Multi-org visibility is great for when you need a single view of all your Salesforce data across multiple orgs. In our car manufacturer example, one car maker may own 25 dealerships across the country. Each dealership has its own Salesforce org to keep its sales and service information separate from other dealerships.

When someone orders a vehicle from the brand’s website, the manufacturer needs to see inventory across all its dealerships and assign a vehicle to the new owner. It could accomplish this by keeping its dealer orgs separate, but consolidating its data into a single org using multi-org visibility. All this is done using Heroku Connect, Heroku Postgres, and Salesforce Connect.

Beyond retail applications, the corporate leadership team can see sales, service, and marketing metrics across all their dealerships in a single dashboard. They can use this information to plan for their business as a whole. Multi-org visibility enables businesses to have a clear view of their Salesforce data across all business units and take action on this data.

 
Blog

Multi-Org Visibility for Work.com

Partner App

Salesforce Labs Multi-Org Package

Webinar

How to Synchronize Data from Multiple Apps and Orgs

 

More Resources

 
Webinar
Learn How Bonobos Drives a Personalized Customer Experience Using a Multi-org Strategy
Webinar
How UCSF Health is Building Apps to Improve the Patient Experience
Datasheet
Heroku Connect Datasheet
 
 

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