To track Salesforce to Salesforce activity and updates, create custom reports.
Required Editions
| Available in: Salesforce Classic |
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Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Workflow is available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Salesforce to
Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
There are a number of ways you might use custom reports in Salesforce to Salesforce.
- To track your survey responses in one location, create a custom list view or custom report. Also, add the Connection Finder field to contact and account list views and reports.
- To track connection activity and details, create a “Connections with Accounts” custom report type. The report only displays connections that are associated with accounts.
- To view connection information for your published or subscribed objects, create custom report types for those objects.
- To view which records are shared with multiple connections, create a custom report for the shared objects. To view records shared with multiple connections in a list view, add the Sent Connection Name field to an existing or new view and verify that enhanced lists are disabled.
- To view shared leads that were deleted by a connected organization, create a “Connections with Leads” custom report type .