---
schema_version: "1"
id: 9375908c40560a5076e9e22b1813ba82fedafb0e5f087eb3eb977a3057933b43
title: Set Up Salesforce Connect to Access Data in Another Org with the Cross-Org Adapter
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/xorg_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.xorg_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7da3443a42d11c084a8b7623c34d0d619cade4fbd934b444d3a558790647103
description: Provide users with seamless access to data in your other Salesforce orgs so that they have a complete view of the business. Setting up the cross-org adapter for Salesforce Connect is quick and easy with point-and-click tools.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Set Up Salesforce Connect to Access Data in Another Org with the Cross-Org Adapter

Provide users with seamless access to data in your other Salesforce orgs so that they have a complete view of the business. Setting up the cross-org adapter for Salesforce Connect is quick and easy with point-and-click tools.

### Required Editions

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            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning
              Experience</td>

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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: <strong>Developer</strong> Edition</p>
              <p style="margin-bottom:0;">Available for an extra
                cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and
                <strong>Unlimited</strong> Editions
              </p>
            </td>

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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d141246e74">User
              Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To create and edit external data sources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To create and edit external objects:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To define or change object-level help:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To create and edit custom fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To edit permission sets and user profiles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Manage Profiles and Permission Sets</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">To edit another user’s authentication settings for external
              systems:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141246e74 ">Manage Users</td>

          </tr>
        </tbody>
      </table>

Setting up Salesforce Connect with the cross-org adapter involves these high-level steps.

1. [Define an external data source of type `Salesforce Connect: Cross-Org`](https://help.salesforce.com/s/articleView?id=platform.xorg_add_external_data_source.htm&release=264.0.0&type=5 "Set up a connection from your subscriber org to another Salesforce org so your users can access its data through external objects.").
    
    Create an external data source for each provider org.
2. [Create the external objects.](https://help.salesforce.com/s/articleView?id=platform.external_object_define.htm&release=264.0.0&type=5 "Tables in external systems map to external objects in Salesforce, combining all your data and content for users in your org.")
    
    Perform this task only if you don’t sync to automatically create the external objects. In the subscriber org, create an external object for each object in the provider org that you want to access.
3. [Create help content for the external objects.](https://help.salesforce.com/s/articleView?id=customhelp_getting_started_OLH.htm&language=en_US)
    
    Help your users distinguish between external objects and the other objects in the subscriber org, which can have similar names and types of data. On the subscriber org, create Visualforce pages to describe the external objects. When your users click **Help for this Page** on an external object, they read your custom help content.
4. [Add custom fields and relationships to the external objects.](https://help.salesforce.com/s/articleView?id=adding_fields.htm&language=en_US)
    
    Create relationships between objects. If you didn’t sync to automatically create the external objects and their fields on the subscriber org, create a custom field for each of the provider org’s fields that you want to access.
5. [Enable user access to external objects.](https://help.salesforce.com/s/articleView?id=platform.perm_sets_object_perms_edit.htm&type=5&language=en_US)
    
    Grant object permissions through permission sets or profiles.
6. [Enable user access to the fields on the external objects.](https://help.salesforce.com/s/articleView?id=platform.users_profiles_fls.htm&type=5&language=en_US)
    
    Grant field permissions through permission sets or profiles.
7. If the external data source uses per-user authentication:
    1. [Let users authenticate to the external system.](https://help.salesforce.com/s/articleView?id=platform.external_permsets_profiles.htm&release=264.0.0&type=5 "For external data sources that use per-user authentication, grant users access through permission sets and profiles, so users can set up and manage their own authentication settings for accessing the external system.")
        
        Grant users access to authentication settings for the external data source through permission sets or profiles.
    2. [Set up each user’s authentication settings.](https://help.salesforce.com/s/articleView?id=platform.external_authentication.htm&release=264.0.0&type=5 "You or your administrator can set up and manage your authentication settings for external systems. With valid authentication settings, you can access external systems from within your Salesforce org.")
        
        You or your users can perform this task.
    3. [Configure OAuth settings for the connected app.](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_create_api_integration.htm&type=5&language=en_US)
        
        If the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows setting is visible and selected in the OAuth connected app’s API settings, be sure to deselect it.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_tip.png)
        
        Tip Train your users on how to set up their authentication settings for external systems. Make sure that they know which credentials to enter for the provider org. If you’re using OAuth 2.0, the OAuth flow displays the Salesforce login page twice: first to log in to the provider org to obtain an access token, and then to log back in to the subscriber org. Test the OAuth flow for potentially confusing prompts or redirects, and train your users as needed. OAuth flows vary, depending on your external system, authentication provider, and specified scopes.

#### See Also

- [Cross-Org Adapter for Salesforce Connect](https://help.salesforce.com/s/articleView?id=platform.xorg_adapter_about.htm&release=264.0.0&type=5 "Collaborate more effectively and improve processes by connecting the data across your Salesforce orgs. With the cross-org adapter, Salesforce Connect uses Lightning Platform REST API calls to access records in other Salesforce orgs. Nevertheless, setup is quick and easy with point-and-click tools.")
- [Considerations for Salesforce Connect—Cross-Org Adapter](https://help.salesforce.com/s/articleView?id=platform.xorg_considerations.htm&release=264.0.0&type=5 "Understand the special behaviors, limits, and recommendations for using the cross-org adapter for Salesforce Connect.")
- [_Visualforce Developer Guide_: Introducing Visualforce](https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_intro.htm)
- [External Object Relationships](https://help.salesforce.com/s/articleView?id=platform.external_object_relationships.htm&release=264.0.0&type=5 "External objects support standard lookup relationships, which use the 18-character Salesforce record IDs to associate related records with each other. However, data that’s stored outside your Salesforce org often doesn’t contain those record IDs. Therefore, two special types of lookup relationships are available for external objects: external lookups and indirect lookups.")
- [Subscriber and Provider Orgs in Salesforce Connect—Cross-Org Adapter](https://help.salesforce.com/s/articleView?id=platform.xorg_subscriber_provider.htm&release=264.0.0&type=5 "The provider org stores the data that the subscriber org accesses.")