Salesforce to Salesforce

Data Sharing

Abdul Pathan
Why Share Data from Salesforce to
Salesforce?
• There is a company called ‘XYZ’ with partners A, B, C…, If ‘XYZ’ wants to share
Lead records with its partners, then the partners should be given access to all or
some records of the Lead object or to the files that contain the Lead records
(CSV file). Also, it is very difficult to share set of records with one partner (A) and
another set of records with another partner (B) & so on.
• By Implementing ‘Salesforce – Salesforce’ integration, we can easily share
records. Also, we can share different set of records with different partners. It is
equally easy to build reports based on the Connections and External Sharing
records to track what records were shared, with whom, and how many times.
How many types share data in salesforce to salesforce

• Rest
• Soap
• S2S
• Etc…
4 Steps to Transfer Data and Share Records in the
Salesforce Platform

• Enable Salesforce to Salesforce (S2S)

• Create an S2S Connection
• Publish Objects and Fields
• Subscribe to Objects and Fields

Note: We need the Two Salesforce Organizations, to be used to share the records from One
is Provider and another one is Consumer.
Enable Salesforce to Salesforce (S2S)
1. From Setup, enter Salesforce to Salesforce Settings in the Quick Find box,
then select Salesforce to Salesforce Settings.
2. Click Edit.
3. Select Enable.
4. Click Save.

Note: Once ‘Salesforce to Salesforce Setting’ is enabled, we can’t disable it. Instead, we can
restrict sharing either by stopping sharing or modifying the sharing setting.
Both org Salesforce to Salesforce Settings Enable.
Configure Salesforce to Salesforce

1. From Setup, enter Salesforce to Salesforce Settings in the Quick Find box, then select
Salesforce to Salesforce Settings.
2. Click Edit and modify the following setting
Create an S2S Connection

Note: Connections tab is only visible if you have enabled S2S in your

organization. 
Invite Business Partners to Connect using Salesforce to Salesforce
Invite Business Partners to Connect using Salesforce to Salesforce
• Create an account and an associated contact for your business partner (if they don’t already exist).
• Click the Connections tab.
• Click New.
• Enter a contact name or use the lookup icon to select a contact.
• Optionally, select a related account. The account associated with the connection can be changed after
the invitation is sent.
• Choose a user to manage the connection.
• Optionally, choose a template to apply to the connection.
• Click Save & Send Invite.

Note: Make sure that the email address is valid; otherwise, your invitation may be sent
to the wrong person.
Accept an Invitation for Salesforce to Salesforce
• Click the link in the invitation email to go to the Salesforce login page.
• Log in as the System Administrator or as a user with the “Manage Connections”
permission.
• Review the details of the invitation.
• Click Accept or Decline.
Create and Apply Connection Templates
• Select the Connections tab.
• Select the Templates subtab.
• Click New.
• Type a name and an optional description.
• Select the Active checkbox if you want to be able to assign the template to standard
connections.
• Click Save to save the template, or click Save & Add Objects to add objects to the template.
• If you clicked Save & Add Objects, select the checkboxes next to the objects you want to add,
then click Save
• Click Edit next to an object you added to the Published Objects related list.
• Select the fields you want to publish for the object, then click Save.
• Repeat steps 8 and 9 for each object you added to the Published Objects related list.
Create and Apply Connection Templates
Assigning Connection Templates to Connections

• Select the Connections tab.

• Select the Connections subtab.
• Click the name of the connection you want to assign the template to.
• Click Edit.
• In the Template field, type the name of the template or click the lookup icon to search for a
template.
• Click Save.
Publish/Subscribe Objects and Fields
Publishing Objects and Fields
Subscribing to Published Objects and Fields
 Field Mappings and considerations
• You can map a Text Field to any other field of equal or greater size.
• Lookup or reference fields can be mapped to text fields(of size 80 or
greater).
• Auto number fields can also be mapped to text fields (of size 30 or
greater).
• Lookup IDs are not available for publishing. You can enable S2S for those
fields by creating a formula field and then publishing the formula field. In
advanced section of formula field.
Sharing of Records 

• Manual Sharing
• Automatic Sharing
 Manual Sharing
• Select the list of records to be shared from the list view, click the ‘Forward to
Connections’ button, select the connections from the available list, and click the
‘Save’ button.
Automatic Sharing

• Trigger
• Flow
• Etc..
Limitations
• Available in: Salesforce Classic
• USER PERMISSIONS NEEDED — Modify All Data
• Enable Salesforce to Salesforce Setting: both org
• We need the two Salesforce organizations.
• Make sure that after enabling Salesforce to Salesforce, you can’t disable it.
• all Custom objects records share but not all Standard objects records Like Account,
Attachment (unencrypted), Case, Case Comment, Contact, Lead, Opportunity,
Opportunity Product, Product, Task, Custom Object.
• One-way or Two-way.

NOTE: Switch to Salesforce Classic before enabling Salesforce to Salesforce. If you’re

using Lightning Experience, click your profile picture and select Switch to Salesforce
Classic.