---
schema_version: "1"
id: c9269cba97530eea7ce0c8b2a3402c2a8dcf395372aad2a2d7b04fdd20c38b41
title: Find Out if Your Businesses Partners Use Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/partner_survey_ask.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.partner_survey_ask.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e2ac95fa6f9ec8dc3b14585ab2b8cc9c3161540bea4e70ef4598cabb5e88a8be
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Find Out if Your Businesses Partners Use Salesforce

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</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="d145624e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d145624e73 ">To email partners asking if they use Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d145624e73 ">
              <p>Send Email (single recipient)</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Mass Email (multiple
                recipients)</p>
            </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).

1. In the Contact list view, select the partners you want to survey and click **Find Connections**. (**Find Connections** doesn’t appear if the contact record doesn’t have a valid email address or isn’t associated with an account.)
2. Type the email into the default template or choose a different email template. The default email template is selected by your administrator. You can select a different template or edit the body text, however, you must include the survey URL. You can’t edit body text if you chose multiple recipients.
3. Send the email.

Recipients have 90 days to respond to the survey before the survey link becomes invalid. The response is recorded on the recipient’s contact and account records. A closed activity is also added to the contact.

If the partner’s organization uses Salesforce, the survey displays a section asking if the recipient has administrator privileges for Salesforce. If not, the recipient can optionally provide their administrator’s contact information and a new contact record is created in Salesforce for that user (unless one already exists). If a partner provides details for their Salesforce administrator, Salesforce checks to see if there is already a contact in your Salesforce organization with that email address. If so, the Connection Finder field on the contact record is set to Yes, admin user. If the field is already set to No, it is not updated.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note A partner can only add an administrator if one does not already exist as a contact in your organization.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

Tip

- Create a custom list view or custom report so that you can track customer responses in one convenient location.
- Create translated versions of the default connection finder template to send to international partners. To do so, clone the default template, make the necessary language changes, and include the survey URL. You can then choose the appropriate template when sending out requests to your partners. The survey page is in English, but it includes a Language drop-down so that recipients can view the survey in their native language.
- When creating validation rules for the Connection Finder field, use the API value, not the label seen in the user interface. For example:
    
    ```
    CONTAINS(TEXT(UseSalesforce ), 'YesNotAdmin')
    ```
    
     
    | Connection Finder drop-down value | API value |
    | --- | --- |
    | No | No |
    | No Response | NoResponse |
    | Not Sure | NotSure |
    | Yes, admin user | YesAdmin |
    | Yes, not admin user | YesNotAdmin |

#### See Also

- [Report on Salesforce to Salesforce Activity](https://help.salesforce.com/s/articleView?id=sales.business_network_reporting.htm&release=264.0.0&type=5 "To track Salesforce to Salesforce activity and updates, create custom reports.")
- [Connect with Your Business Partners using Salesforce to Salesforce](https://help.salesforce.com/s/articleView?id=sales.partner_survey_setup.htm&release=264.0.0&type=5 "Using Connection Finder, you can find out which business partners use Salesforce. Then, you can invite them to connect with you to share data using Salesforce to Salesforce. From the Connections tab, you can manage your Salesforce to Salesforce connections and connection templates.")