---
schema_version: "1"
id: 9d67e7c5f00cd8e35e64fa25fc06713800110369fdc5d248580c28ab0ad1d37c
title: Configure Salesforce to Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/business_network_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.business_network_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ef201f8849c5b612f503fa30be624a23799b2e443e7463ab269ce260856f90c9
description: After enabling Salesforce to Salesforce, you create and assign a permission set to control which users can manage connections and sharing. You also add the External Sharing related list to page layouts and create communication templates for managing communications with connected organizations.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Configure Salesforce to Salesforce

After enabling Salesforce to Salesforce, you create and assign a permission set to control which users can manage connections and sharing. You also add the External Sharing related list to page layouts and create communication templates for managing communications with 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="d153457e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d153457e81 ">To configure Salesforce to Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d153457e81 ">Modify All Data</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).

1. Create a permission set with the “Manage Connections” permission enabled and the Connection tab set to Visible. Assign the permission set to users who will be working with Salesforce to Salesforce connections. Giving the “Manage Queues” user permission to all users with the “Manage Connections” user permission. This lets users create and manage queues for connections without needing assistance from an administrator.
2. Add the External Sharing related list to page layouts for the appropriate profiles. This related list can be made available to all users, not just users with the “Manage Connections” permission.
3. Create custom list views on the External Sharing related list and give access to the appropriate users, so that they can view and accept shared records.
4. Add the Received Connection Name and Sent Connection Name columns to the related lists on the page layouts of the desired objects.
5. Configure Salesforce to Salesforce to use communication templates for interacting with your connected organizations. In addition, you can configure the email address and name used on the templates.
    1. From Setup, enter Salesforce to Salesforce Settings in the Quick Find box, then select **Salesforce to Salesforce Settings**.
    2. Click **Edit** and modify the following settings:
        
         
        | Setting | Description |
        | --- | --- |
        | From Email Address | The email address from which all Salesforce to Salesforce communication templates are sent, for example, “partner@acme.com.” Salesforce sends the emails automatically, but they appear to your contacts as if they were sent from this email address. If a contact responds to a communication template, the response is sent to this address. |
        | From Email Name | The name that will be associated with the “From” Email Address, for example, “Acme Channel Manager”. |
        | Invitation Template | Used to send invitations. |
        | Deactivation Template | Used to notify a business partner that you have deactivated the connection. |
        | Accept Invitation Template | Used to notify a business partner that you have accepted an invitation. |
        | Reject Invitation Template | Used to notify a business partner that you have not accepted an invitation. |
        | Update Connection Profile Template | Used to notify business partners of changes to an active connection profile. |
    3. Click **Save**.

#### See Also

- [Set Up Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_setup.htm&release=264.0.0&type=5 "To set up Salesforce to Salesforce, you enable and configure it, connect to other Salesforce organizations, and start sharing data.")