Invite Business Partners to Connect using Salesforce to Salesforce
Before you can start sharing data with your business partners, you need to set up a connection to them using Salesforce to Salesforce. To create that connection, you need to invite your business partner.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To invite to a business partner to connect using Salesforce to Salesforce: | Manage Connections |
Invite One Business Partner to Connect
Invite a business partner to connect using Salesforce to Salesforce.
- Create an account and an associated contact for your business partner (if they don’t already exist).
- Click the Connections tab.
- Click New.
-
Enter a contact name or use the lookup icon to select a contact.
Important Make sure that the email address is valid; otherwise, your invitation may be sent to the wrong person.
- Optionally, select a related account. The account associated with the connection can be changed after the invitation is sent.
- Choose a user to manage the connection.
- Optionally, choose a template to apply to the connection.
- Click Save & Send Invite.
Invite Multiple Business Partners to Connect
Invite multiple business partners to connect using Salesforce to Salesforce.
- Click the Contacts tab.
- Select a standard or custom list view, then click Go!.
-
In the list view, select the checkboxes next to the contacts you want to invite.
Important Make sure that the email addresses are valid; otherwise, your invitations may be sent to the wrong people.
- Click Invite to Connect.
- Choose a user to manage the connection.
- Optionally, choose a template to apply to the connection.
- Click Save & Send Invite.
The people you invite will receive an email invitation to connect with you using Salesforce to Salesforce. They can choose to accept or decline your invitation. You can check whether they have accepted or declined the invitation by reviewing your connections on the Connections tab. From the Connections tab, you can also resend or cancel the invitation.