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.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
|
| User Permissions
Needed |
| To subscribe to published objects : |
Manage Connections |
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Click the Connections tab.
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Select the connection to modify.
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In the Subscribed Objects related list, click
Subscribe/Unsubscribe.
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To subscribe to an object, select the object from your organization that you want mapped to
it. If you don’t want to subscribe to an object, select --None--. Only
objects that the connected organization has published will appear in the list.
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Select Auto-Accept for an object if you want
to automatically accept that object’s records when forwarded by your connected organization.
This option only appears after you select a mapping. This option isn’t available for:
- Child objects (Opportunity products, tasks, and public case comments are automatically
accepted when the parent record is accepted. Notes and attachments are automatically accepted
if marked public and the Share With Connections option is
selected.)
- Objects that have one or more master objects, such as custom junction objects or detail
objects in a master-detail relationship.
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Click Save.
Once you have subscribed to an object,
you can map published
fields on that object to fields on your object. For example, you can map the
Description field on leads to a custom field on leads called
Partner Description. This would allow you to use your own field to
describe the lead for users within your organization rather than using the description provided
by your business partner.
These other considerations also apply.
- If you choose to auto-accept leads or cases, any active assignment rules in your
organization run when a record is automatically accepted.
- In order to automatically accept a record shared by your connection, the connection owner
for that record must be an active user.
