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Can we initiate a process in one org (org1), collect the data in a different org (Org2), and then pass the data from org2 to Org 1 ?

Background. Installed a paid third party tool to send survey in org1 (Sales Cloud). Instead of installing the same tool in org2 (Service Cloud), I want to share the tool between 2 orgs.

Process:

  1. In org 2, from a lead record, Initiate the Survey by clickking 'Send Survey' button
  2. Get the response for the survey in the Survey_Object__c in Org 1
  3. Pass the responses for the survey back to Org2, and relate to the record from where the Survey was initiated.
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Yes, you can obviously do it. If you want to be quick and dirty about it you can create 2 Sites with public Rest API and pass through those or you can create Authentification Providers with Named credentials, or create Connected Apps

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  • Thankyou ! can you point me to reference documents or blogs to be able to understand the process. Jan 29 '21 at 18:15
  • sure, developer.salesforce.com/blogs/developer-relations/2012/02/… - public Rest Site sfdcstop.com/2020/04/… - secure version
    – ytiq
    Jan 29 '21 at 18:39
  • As i think of this, I am wondering if a third party tool would allow the usage in a way i intend to. i.e Installing a third party paid app (and its managed packages) in one org and accessing or using this app from another org. Jan 29 '21 at 18:50
  • I was thinking so) You can do it, but you'll obviously encounter issues. On the second org, you don't have access to their SObjects (i.e. namespace__Survey__c), so you'll need to work with JSON or represent data in your own SObject.
    – ytiq
    Jan 29 '21 at 18:53
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    if you actually want to replicate the experience of the Managed Package from another org it might be tricky. I think Canvas apps can be used to embed one org into another. One thing is moving data and another is showing UI from one org to another.
    – ytiq
    Jan 29 '21 at 19:00

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