If a business partner sent you an invitation to connect using Salesforce to Salesforce, you can accept or reject that invitation by following these steps.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To accept or reject an invitation to connect using Salesforce to Salesforce: | Manage Connections |
Important Salesforce to
Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
- Click the link in the invitation email to go to the Salesforce login page.
- Log in as the System Administrator or as a user with the “Manage Connections” permission.
- Review the details of the invitation.
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Click Accept or Decline.
If you aren't sure whether you want to accept or decline, click Decide Later. The invitation displays on the Connections tab with a connection status of Invitation Received. You can easily accept or decline it at a later date.
When you accept or reject an invitation, the company that invited you receives an email notifying them of your decision. The content of that email can be configured by changing the appropriate email template.