To track Salesforce to Salesforce activity and updates, create custom reports.
|Available in: Salesforce Classic|
|Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Workflow is available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions
When it comes to using custom reporting to efficiently manage your Salesforce to Salesforce connections, the possibilities are endless! Here are some ways you might use custom reports in Salesforce to Salesforce:
- Create a custom report with the Connections with Accounts report type to track connection activity and other connection details. The report only displays connections that are associated with accounts.
- Create custom report types to view connection information for each of your published or subscribed objects.
- Create a custom report to view records that are shared with multiple connections. Alternatively, to view records shared with multiple connections in a list view, add the Sent Connection Name field to an existing or new view and verify that enhanced lists are disabled.
- Create a custom report with the Connections with Leads report type to view all leads that you shared with connections and that the connection then deleted.