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.

Required Editions

Available in: Salesforce Classic

Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.

Note For existing S2S customers, records your connections share are available in the new user interface as long as their object type is supported in Lightning Experience; however, the Created By and Modified By fields are no longer displayed.

• 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.
• 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.
• Criteria for Automatically Accepting Related Records from a Connected Organization
  With Salesforce to Salesforce, if you accept a parent record that’s forwarded from a connected organization, any related or child records sent with it are automatically accepted as long as certain criteria are met.

See Also

• Publish Fields in Salesforce to Salesforce
• Subscribe to Fields in Salesforce to Salesforce
• Guidelines for Using Salesforce to Salesforce