Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To manage connections:
From the Connections tab, you can view connection details and manage connections. The connection details include information on the status of the connection, the owner of the connection, information about the company, published and subscribed fields, and a connection history.
To view a connection:
Click the Connections tab.
On the Connections subtab, click the name of the connection that you want to view.
From the connection detail page, you can:
Accept an Invitation
If a business partner has sent you an invitation to connect using Salesforce to Salesforce, click Accept to accept the invitation. After you accept the invitation, you can subscribe to objects that the connection has published and begin sharing objects with the connection using the Published Objects and Subscribed Objects related lists on a connection detail page.
Cancel an Invitation
If an invitation you sent hasn’t been accepted, you can cancel the invitation by clicking Cancel Invitation. If your partner hasn’t received the invitation, click Resend to send it again.
If you have created a connection with a business partner and you no longer wish to use the connection, click Deactivate. If a connection is deactivated, you can still view and update records that your connection shared with you, but updates you make won’t be sent to your connection. If you sent records to your connection that they didn’t accept, the records are removed from their organization, and vice versa.
When displaying the connection, you can modify the connection by editing the connection details. To change the objects published to a connection, click Publish/Unpublish, or to use a connection template, click Edit and select an active template. To edit the published fields on an object, click Edit next to the object. To change the objects you’re subscribed to, click Subscribe/Unsubscribe. For more information, see the following:
You can view a detailed history of the connection in the Connection History related list of the connection detail page. To export the connection history, select Download connection history (csv). This lets you download a comma-separated values file that includes the following information:
Connection status changes
Changes to which account is associated with the connection
Changes to which contact is associated with the connection
Connection owner changes
Changes to published fields
Email communications sent to your business partners
Errors related to validation rules and Apex triggers with validation rules resulting from:
Records manually accepted
Records automatically accepted
Records updated by Connection User
System errors, for example, code errors, aren’t logged in the Connection History.