You are here:
Forward Records to Another Salesforce Organization
To share records with a connected organization using Salesforce to Salesforce, you forward them or assign them to a queue. You can forward the same records to multiple connected organizations.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To assign records to a connection: | Read and Edit on the record |
| To stop sharing a record: | Read and Edit on the record |
| To forward multiple records to a connection: | Manage Connections |
To forward a record, view it. Then, in the External Sharing related list, click Forward.
To forward related or child records, you should select them when you’re forwarding the parent record. You can forward related records separately, but they won’t be related to their parent if they aren’t forwarded with their parent.
To forward attachments, you must select them when you’re forwarding their parent record.
You can forward multiple records from a list view.
- Select the records that you want to forward.
- Click Forward to Connections.
- Select the connection(s) to forward the record to in the Available Connections list.
- Click the Add arrow to move the connection(s) to the Selected Connections list.
- Optionally select Send Notification Email (new invitees only) to send email notifying the connection's representative that you forwarded the record. Only new recipients of the record receive the email; connections that you previously forwarded the record to don't receive another email.
- Select the related or child records that you want to forward along with the parent.
- Click Save.
Any lead record you are forwarding must include a populated Company Name field.
Don’t forward a record to the connection that originally shared it. Doing so causes errors when Apex triggers run.
