Salesforce Org to Org Opportunity Bi-Directional Sync

Bi-directionally synchronizes opportunity data between two Salesforce Orgs. This template makes it fast to configure the fields to be synchronized, how they map, and criteria on when to trigger the synchronization. Parent accounts are created if they don’t already exist in the destination org, or this template can be configured to link all opportunities created to a specific account.

This template can trigger either using our polling mechanism or can be easily modified to work with Salesforce outbound messaging to better utilize Salesforce API calls. This template uses watermarking to ensure that only the most recent items are synchronized and batch to efficiently process many records at a time.