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            Find Out if Your Businesses Partners Use Salesforce

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            Find Out if Your Businesses Partners Use Salesforce

            With Salesforce to Salesforce, businesses that use Salesforce can share records and get updated data. After you enable and configure Salesforce to Salesforce, you can email your business partners a survey that asks if they use Salesforce. Survey responses are recorded in contact and account records. Then, using Salesforce to Salesforce, you can easily connect with organizations that use Salesforce and begin sharing data.

            Required Editions

            Available in: Salesforce Classic
            Available in: Group, Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To email partners asking if they use Salesforce:

            Send Email (single recipient)

            OR

            Mass Email (multiple recipients)
            Important
            Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
            1. In the Contact list view, select the partners you want to survey and click Find Connections. (Find Connections doesn’t appear if the contact record doesn’t have a valid email address or isn’t associated with an account.)
            2. Type the email into the default template or choose a different email template. The default email template is selected by your administrator. You can select a different template or edit the body text, however, you must include the survey URL. You can’t edit body text if you chose multiple recipients.
            3. Send the email.

            Recipients have 90 days to respond to the survey before the survey link becomes invalid. The response is recorded on the recipient’s contact and account records. A closed activity is also added to the contact.

            If the partner’s organization uses Salesforce, the survey displays a section asking if the recipient has administrator privileges for Salesforce. If not, the recipient can optionally provide their administrator’s contact information and a new contact record is created in Salesforce for that user (unless one already exists). If a partner provides details for their Salesforce administrator, Salesforce checks to see if there is already a contact in your Salesforce organization with that email address. If so, the Connection Finder field on the contact record is set to Yes, admin user. If the field is already set to No, it is not updated.

            Note
            Note A partner can only add an administrator if one does not already exist as a contact in your organization.
            Tip
            Tip
            • Create a custom list view or custom report so that you can track customer responses in one convenient location.
            • Create translated versions of the default connection finder template to send to international partners. To do so, clone the default template, make the necessary language changes, and include the survey URL. You can then choose the appropriate template when sending out requests to your partners. The survey page is in English, but it includes a Language drop-down so that recipients can view the survey in their native language.
            • When creating validation rules for the Connection Finder field, use the API value, not the label seen in the user interface. For example:
              CONTAINS(TEXT(UseSalesforce ), 'YesNotAdmin')
              Connection Finder drop-down valueAPI value
              No No
              No Response NoResponse
              Not Sure NotSure
              Yes, admin user YesAdmin
              Yes, not admin user YesNotAdmin

            See Also

             
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