A Space with the Salesforce connection license and an active Salesforce implementation can be connected to multiple Salesforce Orgs (Production Org and its derivative Sandbox Orgs). Each connected Org can have its own Org Model and so your Space can have multiple Org Models.
The picture below shows how multiple Salesforce Orgs can be sync'd to Elements Spaces.
- Your first sync - QuickStart
- Setting up the sync: 2nd and 3rd... Orgs
Your first sync - QuickStart
You probably used QuickStart to get started. This creates an Elements Catalyst User, adds a PRO Space called "Salesforce Documentation" and syncs an Org (either Prod or Sandbox).
Setting up the sync: 2nd and 3rd... Orgs
Now you want to add another Org to sync. If the first sync was a Prod, then you can add up to 5 Sandboxes. If your first sync was a Sandbox, then now you can add a Prod, and up to 4 additional Sandboxes.
If you want to connect another Production Org or one of its Sandboxes you will need to create a new implementation. You need another Salesforce connection license for that.
Step1. Install the Elements Catalyst Managed Package into the Org you want to sync
Step 2. Connect the Org to Elements Catalyst
- Select the Elements Catalyst App within Salesforce
- Select the Elements Catalyst Settings tab.
The Welcome to Elements Catalyst Documentation Hub for Salesforce page will be displayed. Click on the Manual Setup button (as quick-start is only for setting new accounts). The Elements Catalyst account tab will be shown.
To connect to a particular Space you need to provide the email address & Elements password for the user who is the Admin for that Space. This can be a different user and account than the user who is logged into Salesforce.
Note: when connected to a Sandbox only the ‘Elements Catalyst Account’ and ‘Org Model Setup’ tabs will be shown.
Once you successfully log in a list of Spaces for the logged in Admin user will be displayed. Only Spaces which can be connected will be available to select.
If the Org is a Prod / Dev Org then for the Space to be available there must be an implementation that does not have a Prod Org connected to it. By default one Implementation, called Default exists. To add more than one Prod / Dev Org to a Space it has to have more implementations available. This is done by purchasing additional Salesforce connection licenses.
Select the Space and then select the implementation that you want to connect to. Click the ‘Connect Selected Space’ button.
Once the Space has been connected to an Org no other Space can be connected to the Org. You can disconnect the Space from the Org if required.
Step 3: Enable the Org Model
In Elements Catalyst app go to the Space Management App for the connected Space. This is accessible through the “Manage Space” button in the right panel
Select the Connections from the left menu and the Salesforce tab at the top. The page will show the ID of the connected Salesforce Org.
The image below shows a production Org connected. If a Sandbox is connected then there will be a panel for the Sandbox
Enable the Org Model by using the switch.
Step 4. Authenticate the connection
Elements Catalyst is a Salesforce Connected App and in order for Elements Catalyst to communicate with Salesforce it has to connect to Salesforce. The account used to connect to Salesforce needs Administrator rights.
Click on the “Authenticate” link. This will take you to the Salesforce login screen if you are not already logged into Salesforce.
CARE: If you have multiple Salesforce accounts ensure that you select the correct account.
If you are using a custom domain, click on the “Use Custom Domain” on bottom of the login panel.
It will ask you to allow Elements Catalyst to have access to the following items within Salesforce.
Elements Catalyst will be configured as a Connected App with the following OAuth scopes.
Add required Remote Site Setting to Salesforce
Once the authentication has completed a dialog will be shown that allows a Remote Site Setting to be added into Salesforce
This opens up Salesforce on the New Remote Site Settings page with the required fields completed. Select ‘Save’.
Step 5. Schedule the Sync (optional)
Once the connection is set it is possible to configure that the Salesforce configuration data will be synchronised once a day. To enable this toggle the schedule switch. This will request the time at which the synchronisation should start.
The time is the local time on the device of the user. Other users will see the time displayed in their local timezone.
Step 6. Run initial Sync
Use the button in the bottom right of the connection panel to run the sync
To add package data see the following section.
Selecting Managed Packages to include in the sync
By default the meta data retrieved includes all the information from any of the installed managed packages. To remove or change the packages you need to select which namespaces to include.
Click on the Button ‘Managed Packages’. This load the list of namespaces included in the Org. From this select the namespaces to include.