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            Enable Connection Finder

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            Enable Connection Finder

            Connection Finder lets you connect with businesses that use Salesforce so you can share data with them. From Salesforce to Salesforce Connection Finder in Setup, you can enable it.

            Required Editions

            Available in: Salesforce Classic
            Available in: Group, Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To enable Connection Finder and edit settings: Modify All Data
            Important
            Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
            1. From Setup, enter Connection Finder in the Quick Find box, then select Salesforce to Salesforce Connection Finder.
            2. Click Edit.
            3. Select Enabled.
            4. Click Save. The connection finder settings are now available to configure. Additionally, the default email template and required related fields are created and available for use.
              Note
              Note Disabling Connection Finder inactivates outstanding surveys and removes the Connection Finder button.
            5. From Setup, enter Connection Finder in the Quick Find box, then select Salesforce to Salesforce Connection Finder.
            6. Click Edit.
            7. Select an email template. The default connection finder template is automatically selected. You can also create custom email templates for your survey. Custom email templates must contain the survey URL. {!Contact.PartnerSurveyURL} is available as a contact merge field when creating templates.
            8. Optionally, select a logo using the lookup. You must first upload your logo to the Documents tab and mark it as Externally Available Image. Salesforce recommends adding a branded logo, as it appears at the top of the survey page. If no logo is selected, the logo portion of the survey page remains blank.
            9. Add the Connection Finder button to the contacts list view by customizing the search layout. Add the button to the contact detail page by customizing the contacts page layout.
            10. Add the Uses Salesforce field to the contacts page layout.
            11. Add the Salesforce Customer field to the account page layout.

            See Also

             
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