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Accept Records Forwarded from a Connected Organization
With Salesforce to Salesforce, you can select which type of records you want to accept from a connected organization that shares them. You can’t accept forwarded records on the Salesforce mobile app.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To accept shared records: | Read and Edit on the object |
| To view records shared by a connection: | Manage Connections or have access to the list view |
- Select the tab of the record type you are accepting. For example, the Leads tab.
- View a connections list view. For example, on the Leads tab, in the Leads from Connections section, select a list view from the drop-down list.
- For accounts, contacts, and opportunities, click Accept next to the record you want to accept. For cases, leads and custom objects, select the type of records to accept, then click Accept. In most cases, if you accept a parent record, any related or child records forwarded with it are automatically accepted.
You can assign an accepted record to yourself, another user, a queue, or, if it is a lead or case, use your organization's assignment rules to automatically assign it. If the record is a child of another record you have accepted, you can assign it to the parent record when accepting it.
When you accept an opportunity, you have the option to relate the opportunity to an object and a price book, and to relate the opportunity to a new account or opportunity, or to use an existing account or opportunity. If you create a new opportunity or account, you can also set the owner of that record. When you accept an account, you have the option relate the account to another object and to create a new account, or to use an existing account. If you create a new account, you can also set the owner of that record. When you accept a contact, you have the option relate the contact to another object and to create a new account or contact, or to use an existing account or contact. If you create a new contact or account, you can also set the owner of that record. When you accept a case, lead or custom object, you have option to relate the case, lead or custom object to another object and to assign the lead or custom object to a new owner.
If you select the Assign using active assignment rule option and no assignment rule criteria is met, the record is assigned to the Default owner of the record type. When you accept a product, you have the option to create a new product or relate the product to an existing product. If you accept a parent and its child record, the name of the parent is displayed in the child’s Parent Record Name column. If the record is a parent record or has no parent record, this column is blank. When you accept a record that has a public attachment, the attachment is automatically accepted if you select the Share With Connections option next to it.
If validation rules prevent you from accepting shared records, create a validation rule with the Received Connection Name field not equal to null; this will ignore validation rules for records you accept from your connections. To create this rule, use the following formula:
IF(OR(ISNEW(), ISNULL(Id)), if(ConnectionReceivedId =null,
TRUE, FALSE),NOT(AND(ISCHANGED(ConnectionReceivedId),
NOT(ConnectionReceivedId = null))))You should also create a similar rule for any Apex trigger that has validation checks.
