---
schema_version: "1"
id: 6f8b35cb84e7ff27057e6a22c26b59e59d4dd51feacd735e61e6964cec7f4cad
title: Forward Records to Another Salesforce Organization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/business_network_assign_records.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.business_network_assign_records.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b2ac2d72d8ca863e7c1b07c9e819bdad0e1cb4d6d14058fd0f741d704f055086
description: To share records with a connected organization using Salesforce to Salesforce, you forward them or assign them to a queue. You can forward the same records to multiple connected organizations.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Forward Records to Another Salesforce Organization

To share records with a connected organization using Salesforce to Salesforce, you forward them or assign them to a queue. You can forward the same records to multiple connected organizations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Contact Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29820e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">To assign records to a connection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">Read and Edit on the record</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">To stop sharing a record:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">Read and Edit on the record</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">To forward multiple records to a connection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29820e81 ">Manage Connections</td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See [Salesforce to Salesforce Retirement](https://help.salesforce.com/s/articleView?id=005103355&type=1&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note To be able to forward records of a certain type of object, your organization must first publish that object.

To forward a record, view it. Then, in the External Sharing related list, click **Forward**.

To forward related or child records, you should select them when you’re forwarding the parent record. You can forward related records separately, but they won’t be related to their parent if they aren’t forwarded with their parent.

To forward attachments, you must select them when you’re forwarding their parent record.

You can forward multiple records from a list view.

1. Select the records that you want to forward.
2. Click **Forward to Connections**.
3. Select the connection(s) to forward the record to in the Available Connections list.
4. Click the Add arrow to move the connection(s) to the Selected Connections list.
5. Optionally select **Send Notification Email (new invitees only)** to send email notifying the connection's representative that you forwarded the record. Only new recipients of the record receive the email; connections that you previously forwarded the record to don't receive another email.
6. Select the related or child records that you want to forward along with the parent.
7. Click **Save**.

Any lead record you are forwarding must include a populated Company Name field.

Don’t forward a record to the connection that originally shared it. Doing so causes errors when Apex triggers run.

#### See Also

- [Publish Objects with Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_publish_objects.htm&release=264.0.0&type=5 "To share records with another Salesforce organization using Salesforce to Salesforce, you must first publish the objects that you want to share.")
- [Share Records Using Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_managing_leads.htm&release=264.0.0&type=5 "Once you’ve created a connection to another Salesforce organization, you can share records and updated data with them. You control the type of records you share with your connected organizations by selecting which objects and fields to publish. Your connected organizations don’t have direct access to records that you’re sharing. They have a record in their organization that is connected to your record through Salesforce to Salesforce. Any updates to the shared information on either record are reflected on the other record.")
- [Statuses for Records Shared with Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_record_status.htm&release=264.0.0&type=5 "Salesforce to Salesforce lets you share records with connected organizations. When viewing a shared record, the header shows the record's sharing status. The record may also contain the External Sharing related list, which shows sharing details and status.")
- [Guidelines for Using Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_tips.htm&release=264.0.0&type=5 "Review some guidelines for using Salesforce to Salesforce.")