Steps Required to Synchronize Companies and Contacts

The following steps need to be followed in order to implement this feature.

• Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. Each instance should use the same role and category.
• Activate the Object Sync Feature in each instance through the Global Settings page.
• The instance details must be added to both instances.
• An encryption key must be generated for each organisation that exchanges data.
• Securely pass the encryption key to the appropriate organisation.
• Test the process thoroughly with sample data before using the feature in a production setting.