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            Set Up Salesforce to Salesforce

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            3. Seller Productivity

            Set Up Salesforce to Salesforce

            To set up Salesforce to Salesforce, you enable and configure it, connect to other Salesforce organizations, and start sharing data.

            Required Editions

            Available in: Salesforce Classic
            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Important
            Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
            1. Enable Salesforce to Salesforce
              From Salesforce to Salesforce Settings in Setup, you can easily enable Salesforce to Salesforce. After enabling Salesforce to Salesforce, you can’t disable it. However, you can control which data you share and with whom you share it.
            2. 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.
            3. Connect with Your Business Partners using Salesforce to Salesforce
              Using Connection Finder, you can find out which business partners use Salesforce. Then, you can invite them to connect with you to share data using Salesforce to Salesforce. From the Connections tab, you can manage your Salesforce to Salesforce connections and connection templates.
            4. Publish Objects with Salesforce to Salesforce
              To share records with another Salesforce organization using Salesforce to Salesforce, you must first publish the objects that you want to share.
            5. Publish Fields in Salesforce to Salesforce
              Once you publish an object, you can select which individual fields on that object are published. For standard objects that are published, a default set of fields is automatically published.
            6. Subscribe to Objects with Salesforce to Salesforce
              When you are connected to a business partner using Salesforce to Salesforce, you can subscribe to objects that your business partner has published. When you subscribe to an object, you map it to an object in your organization. Standard objects must map to standard objects in your organization, but you can map custom objects to any custom object. For example, if your business partner has published a custom object named Prospects, you can map that to a custom object named Client.
            7. Subscribe to Fields in Salesforce to Salesforce
              When you accept an invitation from a business partner to join Salesforce to Salesforce, you can subscribe to fields that your business partner has published and map those fields to your fields. When your business partner updates the fields on a record that you’re sharing, the fields will be updated on the shared record in your organization.
            8. Automate Updates with Workflow Rules in Salesforce to Salesforce
              You can use workflow rules to automate updates to records and connections in Salesforce to Salesforce. You can use workflows for many processes, including updating values on picklists when a connection edits the field. If your organization is set up to automatically accept records, workflow rules are triggered by any field you subscribed to.

            See Also

             
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