The average Salesforce customer has multiple orgs. These Salesforce instances usually arise as a result of mergers and acquisitions. They can also stem from 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 company wide sales targets, consolidate multiple service departments, or share leads and contacts for cross-sell/upsell opportunities.
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.
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. Whether you're building a simple prototype or a business-critical product, Heroku's fully-managed platform gives you the simplest path to delivering apps quickly.
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. Seamlessly sync your Heroku data into your Salesforce systems of record, for a single point of view of your customers.
Take the simplicity of the Heroku development experience and add tools that you know. Your devs can build how they want with the tools they want. Heroku means they’ve got full flexibility and processing power at their disposal within the trusted Salesforce environment.
Heroku patterns decrease your launch time and introduce new technology to your customers. With the integration of Heroku, the Salesforce Platform has a new set of capabilities that lets you use the platform to do things that were not possible before. Summit Technologies LLC is a Salesforce consulting partner with the proven ability to get you up and running on your multi-org environment with Heroku.
The Heroku patterns shared are just templates. Heroku use cases are endless, and the patterns can be combined to accomplish just about anything. Once you've got these Heroku patterns up and running in your workflow, you’re going to be able to lead your industry because it means that your development teams are untethered. They're going to go faster. They're going to test more quickly. They're going to increase their speed to market, and they're going to build the best, most modern, real-time customer-engaging connected experiences.