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            Connect with Your Business Partners using Salesforce to Salesforce

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            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.

            Required Editions

            Available in: Salesforce Classic
            Available in: Group, Professional, Enterprise, Performance, and Unlimited Editions
            Important
            Important Salesforce to Salesforce is scheduled for retirement as of Spring ’27. See Salesforce to Salesforce Retirement.
            • 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.
            • 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.
            • Invite Business Partners to Connect using Salesforce to Salesforce
              Before you can start sharing data with your business partners, you need to set up a connection to them using Salesforce to Salesforce. To create that connection, you need to invite your business partner.
            • Accept an Invitation for Salesforce to Salesforce
              If a business partner sent you an invitation to connect using Salesforce to Salesforce, you can accept or reject that invitation by following these steps.
            • Create and Apply Connection Templates
              Connection templates let you define objects and fields that can be published to connected organizations. To make publishing easier, assign connection templates to your connections by going to the Connections tab and then the Templates sub-tab. When a connection template is applied to a connection, the object and field rules are applied to that connection.
            • Manage Salesforce to Salesforce Connections
              From the Connections tab, you can manage your Salesforce to Salesforce connections and connection templates. Connections include everyone that you have invited, whether they have accepted, declined, or have not yet responded, as well as all the invitations you have received. Recent connections are automatically displayed on the Connections sub-tab.

            See Also

             
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