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            Create and Apply Connection Templates

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            Create and Apply Connection Templates

            Connection templates let you define objects and fields that can be published to connected organizations. To make publishing easier, assign connection templates to your connections by going to the Connections tab and then the Templates sub-tab. When a connection template is applied to a connection, the object and field rules are applied to that connection.

            Required Editions

            Available in: Salesforce Classic
            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, and view connection templates: Manage Connections
            Important
            Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.

            There are rules for connection templates.

            • Objects and fields that are not already published but are published in the connection template are published.
            • Objects and fields that have the same publish or unpublish status as the template are unchanged.
            • Objects and fields that are already published but are not published in the connection template are unpublished.

            See Also

            Create a Connection Template

            Connection templates allow you to define object and field publishing rules that can be applied to one or more standard Salesforce to Salesforce connections.

            1. Select the Connections tab.
            2. Select the Templates subtab.
            3. Click New.
            4. Type a name and an optional description.
            5. Select the Active checkbox if you want to be able to assign the template to standard connections.
            6. Click Save to save the template, or click Save & Add Objects to add objects to the template.
            7. If you clicked Save & Add Objects, select the checkboxes next to the objects you want to add, then click Save.
              Note
              Note If you clicked Save, you can click Add/Remove Objects on the template detail page to add objects.
            8. Click Edit next to an object you added to the Published Objects related list.
            9. Select the fields you want to publish for the object, then click Save.
            10. Repeat steps 8 and 9 for each object you added to the Published Objects related list.

            Deactivate a Connection Template

            You can deactivate a connection template that was previously created.

            1. On the Templates subtab, click Edit next to the template you want to deactivate. Alternatively, click Edit on the template detail page.
            2. Deselect the Active checkbox.
            3. Click Save.
            Note
            Note Only active connection templates can be assigned to connections. If you want to use a template that you had deactivated, you can do so by selecting the Active checkbox.

            Assign a Connection Template to a Connection

            You can assign connection templates to connections when inviting one or more new connections, or you can assign connection templates to existing connections.

            1. Select the Connections tab.
            2. Select the Connections subtab.
            3. Click the name of the connection you want to assign the template to.
            4. Click Edit.
            5. In the Template field, type the name of the template or click the lookup icon to search for a template.
            6. Click Save.
             
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