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Configure Salesforce to Salesforce
After enabling Salesforce to Salesforce, you create and assign a permission set to control which users can manage connections and sharing. You also add the External Sharing related list to page layouts and create communication templates for managing communications with connected organizations.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure Salesforce to Salesforce: | Modify All Data |
Important Salesforce to
Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
- Create a permission set with the “Manage Connections” permission enabled and the Connection tab set to Visible. Assign the permission set to users who will be working with Salesforce to Salesforce connections. Giving the “Manage Queues” user permission to all users with the “Manage Connections” user permission. This lets users create and manage queues for connections without needing assistance from an administrator.
- Add the External Sharing related list to page layouts for the appropriate profiles. This related list can be made available to all users, not just users with the “Manage Connections” permission.
- Create custom list views on the External Sharing related list and give access to the appropriate users, so that they can view and accept shared records.
- Add the Received Connection Name and Sent Connection Name columns to the related lists on the page layouts of the desired objects.
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Configure Salesforce to Salesforce to use communication templates for interacting with
your connected organizations. In addition, you can configure the email address and name used
on the templates.
- From Setup, enter Salesforce to Salesforce Settings in the Quick Find box, then select Salesforce to Salesforce Settings.
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Click Edit and modify the following settings:
Setting Description From Email Address The email address from which all Salesforce to Salesforce communication templates are sent, for example, “partner@acme.com.” Salesforce sends the emails automatically, but they appear to your contacts as if they were sent from this email address. If a contact responds to a communication template, the response is sent to this address. From Email Name The name that will be associated with the “From” Email Address, for example, “Acme Channel Manager”. Invitation Template Used to send invitations. Deactivation Template Used to notify a business partner that you have deactivated the connection. Accept Invitation Template Used to notify a business partner that you have accepted an invitation. Reject Invitation Template Used to notify a business partner that you have not accepted an invitation. Update Connection Profile Template Used to notify business partners of changes to an active connection profile. - Click Save.
See Also
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