Criteria for Automatically Accepting Related Records from a Connected Organization

Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.

Here’s the criteria for automatically accepting related or child records.

• The child’s object type is published to your connection and your connection is subscribed it.
• The parent record must already be accepted in the organization.
• The record must be related to the parent record.
• The related record cannot have two master records.
• The related record cannot have multiple relationships to the same parent object.
• The connection owner must be an active user.
• The owner of the parent record must be an active user.

Here’s criteria for attachments to be automatically accepted along with their parent.

• The Attachment object type is published to your connection and your connection is subscribed to the object.
• The parent record for the attachment is shared with the connection.
• The attachment is not marked “Private.”
• The Share With Connections option on the attachment is selected.
• The attachment is 20 MB or less.

Important When related records are accepted automatically, there may be a slight delay before they are visible in the related list of the parent record. Additionally, when a related record is shared using the Manage Connections link in the related list of a parent record, there may be a slight delay before the Sent Connection Name displays.

If a related record does not meet the criteria for automatic acceptance, it will need to be manually accepted from its object tab. For example, an opportunity record will need to be accepted from the Opportunities tab. A child record that needs to be manually accepted will display with the parent record name so that it can be properly assigned.