Salesforce to Salesforce makes it easy for businesses using Salesforce to share records
and get updated data on shared records. For example, you can share lead and opportunity data
with partners. Salesforce to Salesforce lets your business partners easily integrate your data
with their Salesforce records. You can see all of your sharing activity, manage your entire
pipeline, share data across multi-tiered partnerships, and integrate your business processes
with updates received from your partners using workflow and assignment rules.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
|
- Set Up Salesforce to Salesforce
To set up Salesforce to Salesforce, you enable and configure it, connect to other Salesforce organizations, and start sharing data.
- Share Records Using Salesforce to Salesforce
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.
- Report on Salesforce to Salesforce Activity
To track Salesforce to Salesforce activity and updates, create custom reports.
- Guidelines for Using Salesforce to Salesforce
Review some guidelines for using Salesforce to Salesforce.
- Statuses for Records Shared with Salesforce to Salesforce
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.
- Best Practices for Mapping Fields in Salesforce to Salesforce
When you subscribe to a field in Salesforce to Salesforce, you map it to a field in your org. This mapping syncs updates between the fields for all shared records. Before you map fields, look at these important best practices.
