SalesForce and multi-tenant clients SalesForce and multi-tenant clients
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  1. #1

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    Default SalesForce and multi-tenant clients

    I have a client and I push accounts/contacts etc to SalesForce via the Enterprise API from one of their systems.

    They want to white label this system, so have multiple instances of it used by different clients. They want to push information into SF from each white label system.

    Is there a nice way of handling this in SF, ideally, some kind of switch for the SF user to move between different tenants on SF. So switch to Company A, then back to B. That kind of thing?

    To be a bit clear, I ideally would like to push the account/contacts etc from the various white label websites to one SalesForce instance. The SalesForce user ideally could then switch between profiles or something similar. Different profiles would only show account/contacts from their associated white label(tenants). Really, just after a convenient way to handle accounts/contact from different companies in on SalesForce instance.
    Last edited by woohoo; 10th March 2020 at 16:53.

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    Quote Originally Posted by woohoo View Post
    Noticed that there are a few people on here with experience of SalesForce, so here goes..
    Are there? I'm more a PowerApps guy as were the other people on that thread..
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    Quote Originally Posted by eek View Post
    Are there? I'm more a PowerApps guy as were the other people on that thread..
    I've removed the offending sentence from my original post. Hopefully, someone can chime in that has some SalesForce experience.

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    Quote Originally Posted by woohoo View Post
    I've removed the offending sentence from my original post. Hopefully, someone can chime in that has some SalesForce experience.
    That wasn't my point - my point, as the lack of response 5 hours later probably makes clear, was that I don't think there are any here who has SalesForce experience.

    To answer you question I suspect you would need to re-authenticate as part of the connecting to the tenant before saving the records.

    The same is true of dynamics unless all the instances are within the same Azure tenant.
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    Quote Originally Posted by eek View Post
    That wasn't my point - my point, as the lack of response 5 hours later probably makes clear, was that I don't think there are any here who has SalesForce experience.

    To answer you question I suspect you would need to re-authenticate as part of the connecting to the tenant before saving the records.

    The same is true of dynamics unless all the instances are within the same Azure tenant.
    I understand your point. My hope is that there are other people that may read the tech forum who do have some experience or may know someone. Please stop going on about your point, just pollutes the thread.

    I don't think you understood my question because your answer doesn't seem relevant. I will edit my original post to make it clearer.

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    Quote Originally Posted by woohoo View Post
    I understand your point. My hope is that there are other people that may read the tech forum who do have some experience or may know someone. Please stop going on about your point, just pollutes the thread.

    I don't think you understood my question because your answer doesn't seem relevant. I will edit my original post to make it clearer.
    That's clearer now.

    Could you add a "fake" owner field to the account and contact records, set it as you create the records and query against it when you need to retrieve them?

    Equally, I would be looking at multiplicity rules in the SalesForce world - I couldn't do what you are proposing in Dynamics because of multiplicity restrictions (and sorry for butting in but it is with a solution and a concern).
    Last edited by eek; 10th March 2020 at 17:27.
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    Quote Originally Posted by eek View Post
    That's clearer now.

    Could you add a "fake" owner field to the account and contact records, set it as you create the records and query against it when you need to retrieve them?

    Equally, I would be looking at multiplicity rules in the SalesForce world - I couldn't do what you are proposing in Dynamics because of multiplicity restrictions (and sorry for butting in but it is with a solution and a concern).
    Adding a tenant field is an option I considered and may be the only option. It's just not ideal from a customer perspective.

    For example the accounts package Xero has an organisation switch, select org1 and you see all the accounts/contact/invoices for org1, switch to org2 and again you see the relevant accounts/contacts. It works really well.

    I will post on the stackexchange and sales force communities and see if there is anything simple like the Xero approach.

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