---
schema_version: "1"
id: 34716ced9df6991d54564427e1cc8d79ff0a9276e6c5b2d3832781c005851e86
title: Accept Records Forwarded from a Connected Organization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/business_network_lead_inbox.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.business_network_lead_inbox.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: efb648cd25307fa98fa66932c7f66d489ba50d78171306a15b6563ad81bb59c4
description: With Salesforce to Salesforce, you can select which type of records you want to accept from a connected organization that shares them. You can’t accept forwarded records on the Salesforce mobile app.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Accept Records Forwarded from a Connected Organization

With Salesforce to Salesforce, you can select which type of records you want to accept from a connected organization that shares them. You can’t accept forwarded records on the Salesforce mobile app.

### 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="d24117e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24117e81 ">To accept shared records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24117e81 ">Read and Edit on the object</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24117e81 ">To view records shared by a connection:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24117e81 ">Manage Connections or have access to the list view</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 accept records of a certain type of object, your organization must first subscribe to that object.

1. Select the tab of the record type you are accepting. For example, the Leads tab.
2. View a connections list view. For example, on the Leads tab, in the **Leads from Connections** section, select a list view from the drop-down list.
3. For accounts, contacts, and opportunities, click **Accept** next to the record you want to accept. For cases, leads and custom objects, select the type of records to accept, then click **Accept**. In most cases, if you accept a parent record, any related or child records forwarded with it are automatically accepted.

You can assign an accepted record to yourself, another user, a queue, or, if it is a lead or case, use your organization's assignment rules to automatically assign it. If the record is a child of another record you have accepted, you can assign it to the parent record when accepting it.

When you accept an opportunity, you have the option to relate the opportunity to an object and a price book, and to relate the opportunity to a new account or opportunity, or to use an existing account or opportunity. If you create a new opportunity or account, you can also set the owner of that record. When you accept an account, you have the option relate the account to another object and to create a new account, or to use an existing account. If you create a new account, you can also set the owner of that record. When you accept a contact, you have the option relate the contact to another object and to create a new account or contact, or to use an existing account or contact. If you create a new contact or account, you can also set the owner of that record. When you accept a case, lead or custom object, you have option to relate the case, lead or custom object to another object and to assign the lead or custom object to a new owner.

If you select the **Assign using active assignment rule** option and no assignment rule criteria is met, the record is assigned to the Default owner of the record type. When you accept a product, you have the option to create a new product or relate the product to an existing product. If you accept a parent and its child record, the name of the parent is displayed in the child’s Parent Record Name column. If the record is a parent record or has no parent record, this column is blank. When you accept a record that has a public attachment, the attachment is automatically accepted if you select the Share With Connections option next to it.

If validation rules prevent you from accepting shared records, create a validation rule with the Received Connection Name field not equal to null; this will ignore validation rules for records you accept from your connections. To create this rule, use the following formula:

`IF(OR(ISNEW(), ISNULL(Id)), if(ConnectionReceivedId =null,  TRUE, FALSE),NOT(AND(ISCHANGED(ConnectionReceivedId),  NOT(ConnectionReceivedId = null))))`

You should also create a similar rule for any Apex trigger that has validation checks.

#### See Also

- [Subscribe to Objects with Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.business_network_subscribe_to_objects.htm&release=264.0.0&type=5 "When you are connected to a business partner using Salesforce to Salesforce, you can subscribe to objects that your business partner has published. When you subscribe to an object, you map it to an object in your organization. Standard objects must map to standard objects in your organization, but you can map custom objects to any custom object. For example, if your business partner has published a custom object named Prospects, you can map that to a custom object named Client.")
- [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.")
- [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.")