---
schema_version: "1"
id: 47ba9188223caac44ac077219f418af279ccb9b7e283f97abef4618f5b33e8f6
title: Invite Business Partners to Connect using Salesforce to Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/business_network_send_invitation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.business_network_send_invitation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30d281adac64778c7732338aa95de9780ecee6a37d110c88f142db7438a595f9
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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="d79767e85">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79767e85 ">To invite to a business partner to connect using Salesforce to
                Salesforce:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79767e85 ">Manage Connections</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).

## Invite One Business Partner to Connect

Invite a business partner to connect using Salesforce to Salesforce.

1. Create an account and an associated contact for your business partner (if they don’t already exist).
2. Click the Connections tab.
3. Click **New**.
4. Enter a contact name or use the lookup icon to select a contact.
    
    ![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 Make sure that the email address is valid; otherwise, your invitation may be sent to the wrong person.
5. Optionally, select a related account. The account associated with the connection can be changed after the invitation is sent.
6. Choose a user to manage the connection.
7. Optionally, choose a template to apply to the connection.
8. Click **Save & Send Invite**.

## Invite Multiple Business Partners to Connect

Invite multiple business partners to connect using Salesforce to Salesforce.

1. Click the Contacts tab.
2. Select a standard or custom list view, then click **Go!**.
3. In the list view, select the checkboxes next to the contacts you want to invite.
    
    ![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 Make sure that the email addresses are valid; otherwise, your invitations may be sent to the wrong people.
4. Click **Invite to Connect**.
5. Choose a user to manage the connection.
6. Optionally, choose a template to apply to the connection.
7. 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.

#### See Also

- [Find Out if Your Businesses Partners Use Salesforce](https://help.salesforce.com/s/articleView?id=sales.partner_survey_ask.htm&release=264.0.0&type=5 "With Salesforce to Salesforce, businesses that use Salesforce can share records and get updated data. After you enable and configure Salesforce to Salesforce, you can email your business partners a survey that asks if they use Salesforce. Survey responses are recorded in contact and account records. Then, using Salesforce to Salesforce, you can easily connect with organizations that use Salesforce and begin sharing data.")
- [Create and Apply Connection Templates](https://help.salesforce.com/s/articleView?id=sales.business_network_templates_editing.htm&release=264.0.0&type=5 "Connection templates let you define objects and fields that can be published to connected organizations. To make publishing easier, assign connection templates to your connections by going to the Connections tab and then the Templates sub-tab. When a connection template is applied to a connection, the object and field rules are applied to that connection.")