September 10, 2024 Product Launch • Multi-Org Sync Center

Announcing Multi-Org Sync Center: Real-Time Data Sync Across Salesforce Orgs

Introducing Multi-Org Sync Center: Salesforce-native real-time synchronization for organizations operating multiple orgs. No ETL. No batch jobs. Just real-time sync with conflict resolution.

By Tyler Colby

The Multi-Org Reality

If you operate multiple Salesforce orgs, you know the pain.

Customer "Acme Corp" exists in your North America org. And your EMEA org. And your APAC org.

Sales rep in NYC closes a deal. Updates the Account in the NA org. EMEA team has no idea—they're looking at stale data from last night's batch sync. They call the same customer. Duplicate outreach. Embarrassing.

Finance wants global revenue reporting. They export data from all 4 orgs into Snowflake. Run reconciliation queries. Handle currency conversion. Deduplicate customers that exist in multiple regions. Report is 24 hours stale by the time it's ready.

IT wants to consolidate orgs. Estimated cost: $2M over 18 months. CFO says no. "Make it work with what we have."

This is the multi-org trap.

You can't consolidate (too expensive, too disruptive, legally impossible due to data residency). But you can't operate efficiently with fragmented data across disconnected orgs.

Until now.

Introducing Multi-Org Sync Center

Multi-Org Sync Center is a Salesforce-native application that provides real-time, bidirectional synchronization across your Salesforce orgs.

No middleware. No ETL. No batch jobs.

When a record changes in Org A, it syncs to Orgs B, C, and D in seconds—not hours. Conflicts are detected and resolved automatically. Relationships are preserved. Data quality is enforced.

You get the operational benefits of a single org, while maintaining the legal/compliance benefits of separate orgs.

How It Works

Step 1: Install Managed Package

Multi-Org Sync Center is a Salesforce-native managed package. Install it in each org you want to sync.

Package includes:

  • Sync Configuration: Custom objects to define sync rules (what syncs, to where, how conflicts resolve)
  • Change Detection: Platform Event triggers on all synced objects
  • Conflict Resolution Engine: Apex code to handle concurrent updates across orgs
  • Monitoring Dashboard: Real-time view of sync health, conflicts, and data flow

Step 2: Configure Sync Rules

Define what data syncs between which orgs:

Object Sync Direction Source Org(s) Target Org(s) Conflict Strategy
Account Bidirectional All orgs All orgs Last write wins (with audit trail)
Contact Bidirectional All orgs All orgs Field-level merge
Opportunity Unidirectional Owning org All other orgs (read-only) Source org wins
Product Unidirectional Master org All orgs (read-only) Master org wins

Sync rules are flexible. You can configure:

  • Object-level sync: Which objects sync (Account, Contact, Opportunity, custom objects)
  • Field-level sync: Which fields sync (sync Name and Industry, but not Internal_Notes__c)
  • Record filters: Which records sync (only Accounts with Type = "Customer")
  • Directionality: Bidirectional (changes sync both ways) or unidirectional (one-way sync)
Architect's Note: Real-time sync requires External ID strategies from day one. Salesforce architects recommend implementing a Global_ID__c field (External ID, unique, case-sensitive) on all synced objects. This enables upsert operations via Platform Events—when Org A creates an Account with Global_ID "ACCT-12345", Org B upserts using that same Global_ID, preventing duplicates. The Well-Architected principle of Adaptable means sync rules must evolve with your org structure—start with Account/Contact, add custom objects as needed.

Step 3: Platform Events for Change Capture

When a record changes in any org, Multi-Org Sync Center publishes a Platform Event:

Platform Event: Account_Sync_Event__e

Payload (JSON):
{
  "Global_ID__c": "ACCT-12345",
  "Source_Org__c": "NA-PROD",
  "Operation__c": "UPDATE",
  "Changed_Fields__c": ["BillingCity", "Industry"],
  "Field_Values__c": {
    "Name": "Acme Corporation",
    "BillingCity": "San Francisco",
    "Industry": "Technology"
  },
  "Timestamp__c": "2024-09-10T14:32:18Z",
  "Modified_By__c": "john.smith@company.com"
}

Platform Events are delivered to all subscribed orgs in real-time (typically <1 second).

Each org receives the event, processes it, and upserts the record using the Global_ID__c:

Apex Trigger: AccountSyncEventTrigger

trigger AccountSyncEventTrigger on Account_Sync_Event__e (after insert) {
    List<Account> accountsToUpsert = new List<Account>();
    
    for (Account_Sync_Event__e event : Trigger.new) {
        // Skip if this org is the source (prevent loop)
        if (event.Source_Org__c == Sync_Config__c.getOrgId()) {
            continue;
        }
        
        Account acc = new Account(
            Global_ID__c = event.Global_ID__c,
            Name = event.Field_Values__c.get('Name'),
            BillingCity = event.Field_Values__c.get('BillingCity'),
            Industry = event.Field_Values__c.get('Industry')
        );
        
        accountsToUpsert.add(acc);
    }
    
    // Upsert using External ID to prevent duplicates
    Database.upsert(accountsToUpsert, Account.Global_ID__c, false);
}

This architecture ensures:

  • Real-time sync: Changes propagate in <1 second (Platform Events guarantee)
  • No duplicates: Upsert on External ID ensures same record updated in all orgs
  • Relationship preservation: Global IDs enable cross-org relationship queries
  • No sync loops: Source org check prevents infinite event loops

Step 4: Conflict Resolution

What happens when two users in different orgs update the same Account simultaneously?

Scenario:

  • 14:32:18 UTC: User A in NA org changes BillingCity to "San Francisco"
  • 14:32:19 UTC: User B in EMEA org changes BillingCity to "London"

Both changes publish Platform Events. Both events arrive at all orgs. Conflict detected.

Multi-Org Sync Center resolution strategies:

Strategy 1: Last Write Wins

Use event timestamp to determine winner:

  • 14:32:19 > 14:32:18
  • EMEA change wins
  • All orgs set BillingCity to "London"
  • Conflict logged to audit trail with loser value preserved

Strategy 2: Field-Level Merge

User A changes BillingCity. User B changes Industry. No conflict—both changes apply:

  • BillingCity = "San Francisco" (from User A)
  • Industry = "Technology" (from User B)

Strategy 3: Source Org Wins

For objects with designated "master" org (e.g., Product managed in Master Org):

  • Changes from Master Org always win
  • Changes from other orgs rejected (or create conflict record for review)

Strategy 4: Manual Review Queue

For critical fields (e.g., Account Owner, Opportunity Amount), conflicts flagged for manual resolution:

  • Conflict Record created in all orgs
  • Admin reviews competing values
  • Admin selects winning value
  • Resolution synced to all orgs
Architect's Note: Conflict resolution strategies must align with business processes. Salesforce architects recommend implementing conflict telemetry—track which fields conflict most frequently, which orgs have highest conflict rates, which users trigger conflicts. Use this data to refine sync rules (e.g., if Sales_Notes__c conflicts 400 times/month, make it org-specific instead of synced). The Well-Architected principle of Trusted requires that conflicts never silently drop data—every conflict must either resolve automatically with audit trail or escalate to manual review queue.

Real Implementation: Global Manufacturing

Company: Manufacturing, $1.8B revenue
Orgs: 4 regional (NA, EMEA, APAC, LATAM)
Challenge: Customer data fragmented, sales reps calling same accounts, finance reporting 48 hours stale

Before Multi-Org Sync Center

  • Sync method: Nightly batch ETL via MuleSoft
  • Data freshness: 12-24 hours
  • Duplicate outreach incidents: 12-15 per month
  • Finance reporting lag: 48 hours (data export + reconciliation)
  • Annual cost: $240K (MuleSoft licenses + maintenance)

After Multi-Org Sync Center

  • Sync method: Real-time Platform Events
  • Data freshness: <5 seconds
  • Duplicate outreach incidents: 1-2 per month (93% reduction)
  • Finance reporting lag: Real-time (dashboard queries all orgs simultaneously)
  • Annual cost: $85K (Multi-Org Sync Center subscription)

ROI:

  • Cost savings: $155K/year
  • Sales efficiency: 18% increase in cross-sell (reps can see opportunities in all regions)
  • Customer satisfaction: 34% reduction in duplicate contact complaints

VP of Sales Operations: "For the first time in 5 years, our global sales team operates like a unified organization—not four disconnected regional teams."

What Makes Multi-Org Sync Center Different

1. Salesforce-Native (No Middleware)

Traditional multi-org sync requires middleware (MuleSoft, Informatica, Jitterbit):

  • Additional platform to manage
  • Additional licenses to buy
  • Integration points that can fail
  • Latency from external hops

Multi-Org Sync Center runs inside Salesforce:

  • Platform Events native to Salesforce (no external message bus)
  • Apex triggers native to Salesforce (no external workers)
  • Single platform, single pane of glass
  • Sub-second latency (no external hops)

2. Real-Time, Not Batch

Batch sync (ETL jobs every night) introduces lag:

  • Data can be 12-24 hours stale
  • Conflicts aren't detected until next batch run
  • Failed batches require manual intervention

Real-time sync (Platform Events) provides immediate consistency:

  • Data syncs in <5 seconds
  • Conflicts detected and resolved immediately
  • No batch windows, no maintenance windows

3. Bidirectional with Conflict Resolution

Most sync tools are unidirectional (master → targets). Updates in target orgs don't sync back.

Multi-Org Sync Center supports bidirectional sync:

  • Changes in any org sync to all other orgs
  • Conflicts detected via timestamp comparison
  • Resolution strategies configurable per object/field
  • Full audit trail of all conflicts and resolutions

4. Relationship-Aware

Syncing just Account data isn't enough. You need related Contacts, Opportunities, Cases.

Multi-Org Sync Center preserves relationships:

  • External IDs enable relationship lookups across orgs
  • Parent-child relationships maintained (Account → Opportunities)
  • Lookup relationships preserved (Opportunity → Primary Contact)

When Account syncs, related Contacts and Opportunities sync automatically (configurable).

Deployment Tiers

Tier 1: Starter (2-3 Orgs)

  • Orgs: Up to 3 production orgs
  • Objects: Account, Contact, Opportunity (standard)
  • Records: Up to 500K synced records total
  • Conflict Resolution: Last write wins + field-level merge
  • Support: Email support, 24-hour response SLA
  • Price: $24K/year

Tier 2: Professional (4-6 Orgs)

  • Orgs: Up to 6 production orgs
  • Objects: Standard + up to 5 custom objects
  • Records: Up to 2M synced records total
  • Conflict Resolution: All strategies including manual review queue
  • Support: Email + Slack support, 8-hour response SLA
  • Price: $65K/year

Tier 3: Enterprise (Unlimited Orgs)

  • Orgs: Unlimited production orgs
  • Objects: Unlimited standard + custom objects
  • Records: Unlimited synced records
  • Conflict Resolution: Custom strategies (configurable per field)
  • Advanced Features: Cross-org reporting, unified search, data virtualization
  • Support: Dedicated success manager, 2-hour response SLA
  • Price: Custom (typically $120K-$250K/year depending on complexity)

All tiers include:

  • Managed package installation and configuration
  • Initial sync (backfill existing records)
  • Monitoring dashboard
  • Conflict audit trail
  • Quarterly sync health reviews

Implementation Timeline

Phase 1: Discovery & Design (2 weeks)

  • Audit current org schemas
  • Identify sync requirements (which objects, which fields, which direction)
  • Design conflict resolution strategies
  • Document External ID strategy

Phase 2: Sandbox Deployment (2 weeks)

  • Install managed package in sandbox orgs
  • Configure sync rules
  • Backfill External IDs on existing records
  • Test sync operations and conflict scenarios

Phase 3: Production Deployment (1 week)

  • Install managed package in production orgs
  • Backfill External IDs (typically overnight batch job)
  • Enable real-time sync
  • Monitor for 48 hours with support standby

Total timeline: 5-6 weeks from kickoff to production

The Bottom Line

Multi-org sprawl doesn't have to mean fragmented data.

With Multi-Org Sync Center, you get:

  • Real-time consistency: Changes sync in seconds, not hours
  • No middleware: Salesforce-native, no additional platforms
  • Intelligent conflicts: Automated resolution with full audit trail
  • Preserved relationships: Parent-child links maintained across orgs

You maintain separate orgs for compliance, but operate like a unified organization.

Stop fighting multi-org fragmentation. Start syncing in real-time.

Ready to Sync Your Orgs in Real-Time?

We offer Multi-Org Sync Center assessments: audit your current state, design sync strategy, model conflict scenarios, and provide fixed-price implementation quote. Get unified data without consolidating orgs.