Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view and manage connections for Salesforce to Salesforce:
To view and manage templates for Salesforce to Salesforce:
The Connections tab allows you to manage your Salesforce to Salesforce connections and connection templates. From the Connections tab, you can:
Select the Connections subtab to manage connections. Connections include everyone that you have invited, whether they have accepted, declined, or have not yet responded, as well as all the invitations you have received. Recent connections are automatically displayed on the Connections subtab.
To view details about a connection, click the connection name.
To invite new connections, click New, then enter the connection details and click Save & Send Invite.
Select the Templates subtab to manage connection templates. Templates allow you to define and publish sets of objects and fields to one or more standard Salesforce to Salesforce connections. Recent templates are automatically displayed on the Templates subtab.
To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views.
To edit or delete any view you created, select it from the View drop-down list and click Edit.
To view details about a template, click the template name.