Spring 10 Release - FAQ & Troubleshooting Guide

FAQ & Troubleshooting
Guide
Spring ‘10 release
© Copyright 2000-2007salesforce.com, inc. All rights reserved. Salesforce to Salesforce FAQ Page 1
Salesforce to Salesforce Overview.......................................................5
What is Salesforce to Salesforce?......................................................................................5
What’s New with Spring ’10?..............................................................................................5
What’s New with Winter ’10?..............................................................................................5
What’s New with Summer ’09?...........................................................................................6
What’s New with Spring ’09?..............................................................................................6
What’s New with Winter ‘09?..............................................................................................6
Can I use Salesforce to Salesforce today?.........................................................................6
What objects are supported?..............................................................................................6
What objects are not supported?........................................................................................6
What fields are supported? Not supported?........................................................................7
Does the service support Lookup/Reference fields, such as Owner ID?.............................7
When will the service support other objects not currently supported?.................................7
Do you support sharing related objects when sharing a parent (e.g. sharing invoices on an
Account)?...........................................................................................................................7
Should I use the Partner Portal or Salesforce to Salesforce to work with my partners?......7
Can I use Salesforce to Salesforce to share information with another division or
subsidiary?.........................................................................................................................8
Salesforce to Salesforce Nomenclature...............................................8

What is a Connection?........................................................................................................8
What is the Connections tab?.............................................................................................8
What is the Manage Connection profile permission?..........................................................8
What are Salesforce to Salesforce (S2S) licenses?............................................................8
Steps you need to take to provision this service................................9

Is there an additional charge for Connections?...................................................................9
Are there special terms that I need to sign before purchasing Salesforce to Salesforce
licenses?............................................................................................................................9
I would like to trial the service. Is there a way to do that?...................................................9
Can I trial in Sandbox?.......................................................................................................9
I am an EE customer and need to share data with a partner that is using Group Edition. Is
that possible?.....................................................................................................................9
Which editions can send invitations to other companies?...................................................9
What editions can accept invitations?.................................................................................9
What editions can share records?....................................................................................10
My company has accepted an invitation from a partner. Can my company share records
and send/receive updates on shared records?.................................................................10
Is there a system setting that needs to be enabled prior to sending or accepting
invitations?.......................................................................................................................10
Can I disable Salesforce to Salesforce once it’s turned on?.............................................10
I would like to self-implement. What resources are available?..........................................10
How do I send & receive invitations?.................................................10
How do I find out which of my partners is using Salesforce CRM?...................................10
What is the Connection Finder?........................................................................................10
How do I send an invitation to another company?............................................................11
Can I send branded email invitations?..............................................................................11
How do I know if a Contact is an existing Salesforce.com customer?...............................12
Is the email address required when selecting a contact?..................................................13
If the contact does not have the necessary privileges to accept the invitation, can the
contact forward the invitation on to an admin?..................................................................13
What might happen if that invitation is forwarded to someone who has their own org and
the user accepts the invitation? Is this a potential security breach?.................................14
How can a user distinguish the invitation email from a phishing email?............................14
Customizing the data integration relationships.................................14

Can I customize the objects and fields shared per connection?.......................................14
What does it mean to publish objects/fields?....................................................................14
Is it possible to pre-define the Publish rules before sending the invitation?......................14
What does it mean to Subscribe to objects/fields?............................................................16
Can I auto-map fields that my partner has published to my company?.............................16
Can I publish an object/field without subscribing to the same object/field?.......................17
Can I map the Lead object from another company to a Custom Object in my Salesforce
instance?..........................................................................................................................17
Company A has just set up the connection with Company B and the Lead object is both
published and subscribed. Does this mean that all Company A lead records are
automatically shared with Company B?............................................................................18
How do we deal with the situation where two companies have different opportunity
stages?.............................................................................................................................18
Sharing records with connections......................................................18

Can my company set up rules to automate the sharing of records with connections?
Which objects support this and which objects do not?......................................................18
How can we share Tasks and other related records with connections?............................19
Can I automate the sharing of related records with connections?.....................................21
What are the different ways to share records with a connection?.....................................21
If I share a record with a connection, does that mean that my internal users no longer
have visibility into that record?..........................................................................................25
Can multiple connections accept a shared record?..........................................................25
Does my administrator need to accept all incoming records or can he delegate this to
someone else in my company?........................................................................................26
Can my admin customize the views to accept records from other companies
(connections)?..................................................................................................................28
Can I automatically accept leads and other objects that I’ve subscribed to from another
company?.........................................................................................................................28
My customer would like to automatically accept Contacts when accepting Accounts. Do I
need to check the ‘Auto-Accept’ option on Contacts?.......................................................29
How can my partner accept all the related records (e.g. tasks) associated to the account
I’m sharing with them?......................................................................................................29
Can I run assignment rules when accepting leads from another company? ....................29
Company A has subscribed to over 20 lead fields from Company B. When an internal user
accepts a record from Company B do all these fields get populated on record creation?. 30
How are newly accepted records assigned record types? ...............................................30
Can record updates be bi-directional?..............................................................................31
When I accept a record from another company, do I need adhere to the other company’s
profile and page layout restrictions?.................................................................................31
What happens if the other company deletes a shared record?.........................................31
What happens if the other company converts (for leads) a shared record?......................31
How do I stop sharing a record with another company? ..................................................31
What if a connection and an internal user are updating a field at the same time? Which
update wins?....................................................................................................................32
Is there an option to require manual approval before an update from another company is
committed in my org?.......................................................................................................32
Reports, Validation Rules and Workflow............................................33

Will my existing opportunity forecast reports still work with this service?..........................33
Does this service support my validation rules?.................................................................33
Is there a way to circumvent validation rules when a record is accepted from a connection
or an update is received from a connection?....................................................................33
What is the impact on reports with this new service?........................................................33
Does Salesforce to Salesforce support Custom Report Types?.......................................34
Can I trigger workflow or Apex triggers based on updates received from another
company? ........................................................................................................................34
Who performs the cross-org updates? Do I need to create a user record for the other
company to update my records?.......................................................................................34
Can I track the updates made by other companies? Can I report of these updates?........34
TROUBLESHOOTING GUIDE........................................35
I don’t see the Salesforce to Salesforce option in Setup|Customize.................................35
I can see the setup preference for Salesforce to Salesforce, but cannot enable the service
.........................................................................................................................................35
I don’t see the Connections tab despite enabling the Salesforce to Salesforce service....35
My admin doesn’t see the Connections tab as an option (as shown above).....................36
I can’t access the Connections tab...................................................................................36
I would like to publish a Custom Object on a connection, but I don’t see an option to select
this object. .......................................................................................................................37
I would like to send updates on a custom field available on the Leads objects to my
partner, but I don’t see the custom field?..........................................................................38
I would like to map (subscribe) my partner’s Custom Object to Object A in my org, but I’m
unable to select Object A?................................................................................................39
I don’t see the option to forward a record to one or more connections?............................39
I don’t have the option to selectively share tasks on a shared related record...................40
My company has published Opportunity Products to our partner connections, however
we’re unable to share Opportunity Products.....................................................................42
Why do reports and the history related lists only track history on certain fields? ..............42
My admin who happens to be the Connection owner is receiving emails about validation
errors when my partner tries updating the record. Why is this happening?.......................42
My company has created an Apex trigger to automate the forwarding of Accounts and
related records with multiple connections. However, we’re getting an ‘Invalid
PartnerNetwork status’ exception. What could be the reason for this?.............................43
If I have additional questions around the Salesforce to Salesforce service, who should I
contact?............................................................................................................................44
FAQ
Salesforce to Salesforce Overview
What is Salesforce to Salesforce?
Salesforce to Salesforce allows customers to share data with other companies on the
salesforce.com platform and receive near real-time updates on shared records. The benefit of
this service is that using point-and-click integration customers may now collaborate in a real-
time fashion with other companies and leverage the strong reporting, workflow and business
integration capabilities available on the platform.
What’s New with Spring ’10?

Starting Spring ’10, for opportunities only; Name, Close Date and Stage are no longer required
to be subscribed. The subscribing org has the option either not to subscribe to these fields or
map these fields to other standard/custom text, date, picklist fields (respectively). Customers
already subscribing to opportunities will need to update their subscription mapping for this
change to take effect. Here’s how the sharing of records will work with this change
a) For new opportunities: if the field (s) mapped into the required field(s) are available
and/or are not empty then the system will insert the mapped value into these fields. If the
incoming mapped field is empty (or not-available) then the source orgs Name, Close
Date and Stage will be used to populate the target orgs Name, Close Date and Stage
values. The same behavior applies if the fields are not mapped at all
b) For updates to opportunities: if the field mapped into these fields has a value then the
update will proceed as usual. If the incoming field has no values then the target field (i.e.
Name, Close Date and Stage) will not be updated. The rest of the record will be updated
What’s New with Winter ’10?

With Winter ’09 customers can:
1. Share attachments (only when related to shared parent record)
2. Log Errors in Connection Audit (any validation or apex errors encountered during
updates/inserts will be logged in the connection audit and emails will be sent to the
connection owners providing additional detail)
3. Connection Finder: customers can send customized surveys to their partner contacts to
figure out which of the contacts uses Salesforce CRM. Customers can then use this
information to connect via Salesforce to Salesforce
4. Auto-accept now works for orgs that have B2C enabled (Person Accounts)
What’s New with Summer ’09?

With Summer ’09 customers can:
1. Automatically accept ‘parent’ records (e.g. Account)
2. Share Cases and public Comments
3. Auto-Map subscribed fields
4. Share Auto-Number field type
What’s New with Spring ’09?

With Spring ’09 customers can now:
1) Share Product Catalog and Opportunity Products
2) Share the same record with multiple companies (1:Many)
3) Share formula and roll-up summary fields
4) Programmatically forward and stop sharing records using the Salesforce.com API
5) Define Invitation Templates that may be used to pre-configure the connections, thereby
making it easy to setup and configure connections
What’s New with Winter ‘09?

Salesforce to Salesforce is free for all customers, including Group Edition customers. We’ve
also released some enhancements including the ability to share lookup/reference fields, share
related lists on leads, opportunities, accounts, contacts and custom objects, the ability to send
invitation to 100s of contacts and share 1000s of records using list view actions.
Can I use Salesforce to Salesforce today?

Salesforce to Salesforce is generally available. Salesforce to Salesforce was officially launched
December 5th 2007, to learn more about the launch click here
For press details click here
Additional details may be found here: s2s blog
Salesforce to Salesforce is free for ALL customers including Group Edition customers.
Customer’s, who purchased licenses prior to October 2008, should speak to their Account Rep
about exchanging with other licenses of equal or greater value. Customers may configure the
service using the guides that can be found on our blogs.
What objects are supported?

Leads, Opportunities, Accounts, Contacts, Tasks, Products, Opportunity Products, Cases, Case
Comments, Attachments and any custom object (e.g. projects, claims, orders) are supported
What objects are not supported?

Following are the objects not supported: Solutions, Contracts, Content, Ideas & Campaigns. No
support for the following related list: Notes & Events
What fields are supported? Not supported?
We support almost all standard and custom fields. The following fields are not supported: audit
fields such as last modified by/date, last activity date etc
Does the service support Lookup/Reference fields, such as Owner ID?

Yes, we now support lookup/reference fields such as owner id and campaign id on leads and
opportunities. Lookup/reference fields can be mapped to Text fields of size >= 80. When the
record is updated we bring over the name of the reference field.
For example, if a partner maps the vendors Owner ID field to its ‘Partner Rep’ field then when
the vendor updates his record, the full name of the owner of the vendor’s record will show up in
the partner’s ‘Partner Rep’ field.
Does the service support Auto-Number fields?
Yes. Auto-number fields may be published and mapped by the subscriber to any text field of
size>=30. Customers cannot map a field to an Auto-number field
When will the service support other objects not currently supported?
We will support these objects/fields over the next 6-18 months
Do you support sharing related objects when sharing a parent (e.g. sharing
invoices on an Account)?
Yes, customers can share child/related records when sharing the parent entity. For example: a
vendor could share a list of accounts with related opportunities, contacts, orders, tasks at one
go with a partner and once the partner accepts the accounts, the child records are automatically
related to the parent Account record in the partners org (no accepting of child records is
required)
Should I use the Partner Portal or Salesforce to Salesforce to work with my

partners?
Customers now have more options to choose from. The Partner Portal and Salesforce to
Salesforce are complimentary solutions. As a general rule of thumb – if your partner uses
Salesforce CRM then you should use Salesforce to Salesforce. If your partner doesn’t use
Salesforce CRM or is not interested in purchasing Salesforce CRM then use the partner portal.
Since Salesforce to Salesforce is free you can always use it along with the Partner Portal
without any additional cost (besides the cost of the portal licenses). For example: you can
transact pipeline and other processes using Salesforce to Salesforce, and use the partner portal
for content and community building initiatives.
Choose Salesforce to Salesforce if:
• Your partner uses Salesforce CRM (any edition)
• You need to collaborate on leads, opportunities, accounts, contacts, tasks, opportunity
products, products, cases, attachments and/or custom objects (e.g. projects, funds,
claims)
Choose the Partner Portal if:
• Your partner is not using Salesforce CRM
• Partners need to access Documents/Content/Ideas
Contact your Account Executive if you want additional details or help in making your purchasing
decision.
Can I use Salesforce to Salesforce to share information with another

division or subsidiary?
Absolutely! Salesforce to Salesforce can be used in a number of situations including intra-
company collaboration. Salesforce to Salesforce is the perfect solution in such situations where
groups/companies need to collaborate but without necessarily giving full-access to their data to
the other party.
Salesforce to Salesforce Nomenclature

What is a Connection?
An active integration between two salesforce.com instances is reflected in a connection. Most
customers have one instance though there are some customers that have multiple instances. In
salesforce.com we call an instance an org (short for organization). Customers may use the
Connections object to define the objects and fields shared with another instance. A connection
may be terminated by either side at any time.
**Going forward the assumption in this document is that one salesforce.com instance
corresponds to one company.
What is the Connections tab?

The Connections tab is a new standard tab available with the Salesforce to Salesforce service.
Customers may use this tab to manage all their relationships; including sending and accepting
invitations, with other companies (or divisions) that also use Salesforce CRM. Only users with
Manage Connections profile permission may access this tab.
What is the Manage Connection profile permission?

The Manage Connection profile permission is available to Standard User profiles. This
permission is made available once the customer enables the Salesforce to Salesforce service
for their company. Users with the Manage Connections profile permission may send invitations,
accept invitations from other companies and access the Connection’s tab.
Profiles with Modify All Data automatically get this permission; all other profiles need to be
enabled by the System Administrator.
Portal profiles (i.e. partner and customer portal) do not have access to this permission (and the
Connections tab)
What are Salesforce to Salesforce (S2S) licenses?

We have discontinued the use of Salesforce to Salesforce licenses. Salesforce to Salesforce is
FREE for all customers, including Group edition customers. So all customers can send and
receive invitations and share data free of charge. Finally, for customers who have previously
purchased S2S licenses – speak with you Account Rep to swap S2S licenses for other licenses
of equal or greater total dollar value.
Account Executive should work with the Sales Operations rep to figure out the options available.
Steps you need to take to provision this service

Is there an additional charge for Connections?
No. Salesforce to Salesforce is FREE for all customers including Group Edition customers. All
customers can send and receive invitations and share data free of charge. Finally, for
customers who have previously purchased S2S licenses – speak with your Account Rep to
swap S2S licenses for other licenses of equal or greater total dollar value.
Account Executive should work with the Sales Operations rep to figure out the options available.
Are there special terms that I need to sign before purchasing Salesforce to
Salesforce licenses?
No special terms – now that Salesforce to Salesforce is free
I would like to trial the service. Is there a way to do that?

Yes. Now that S2S is free, customers are free to pilot the service with some of their partners or
test the service in sandbox (details below) before deploying in production. Customers may use
the ‘Implementation guide’ to configure the service and test the business case with their
partners. All self-help guides can be found here
Can I trial in Sandbox?

Yes. Now that S2S is free customers can immediately test the service out in sandbox.
Customers may use the ‘Implementation guide’ to configure the service and test the business
case. All self-help guides can be found here
Please note: if you have an active connection in sandbox and you refresh your sandbox
instance then the customer needs to deactivate their existing connection and set up a fresh one
from scratch. The reason for this is that the orgid is no longer valid (refresh changes the OrgId)
and we use the orgid internally to manage which companies are connected.
I am an EE customer and need to share data with a partner that is using

Group Edition. Is that possible?
Yes, any edition can connect with any other edition – no limitations. Only Personal edition
cannot use the service currently.
Which editions can send invitations to other companies?

All editions (except Personal) can send invitation FREE of charge
What editions can accept invitations?

All editions (except Personal) can accept invitations FREE of charge
What editions can share records?
ALL editions (besides Personal) can share records
My company has accepted an invitation from a partner. Can my company

share records and send/receive updates on shared records?
Yes, once a connection is established, both sides may share records and send/receive updates
on shared records.
Is there a system setting that needs to be enabled prior to sending or

accepting invitations?
Yes. Your administrator needs to turn on the Salesforce to Salesforce system setting that’s
visible in Setup|Customize|Salesforce to Salesforce|Settings|Enable
Can I disable Salesforce to Salesforce once it’s turned on?

No. Once enabled, the Salesforce to Salesforce system setting cannot be disabled. If you need
to stop sharing all records with another company, then the corresponding ‘Connection’ needs to
be deactivated. Nothing really happens if you turn on Salesforce to Salesforce until you
establish an active Connection and start sharing records– so don’t worry!
I would like to self-implement. What resources are available?

All self-help guides are available here.
How do I send & receive invitations?

How do I find out which of my partners is using Salesforce CRM?
There are a number of ways to find out if your partner uses Salesforce CRM (any edition is ok)
1) The best option is for the customer to ask the partners whether or not they use
salesforce CRM by running a simple campaign.
2) Current Salesforce.com customers who have authorized Salesforce.com to share their
name can be found here: All Customer Profiles. If your partner is not on this list it could
be because they have not authorized salesforce.com to make their name public
3) Customers can use the ‘Connection Finder’ feature to run a customized survey where
the partner contacts can indicate whether they use Salesforce CRM. This information
may then be used by the customer to connect using Salesforce to Salesforce
What is the Connection Finder?

Connection Finder is a new feature we’ve released with Winter ’10. It may be enabled at: Setup|
App Setup|Customize|Salesforce to Salesforce|Connection Finder.
Once the feature is enabled the admin may add the ‘Find Connections’ button to the
appropriate page layouts as well as the ‘Uses Salesforce’ contact field (need to turn on FLS on
relevant profiles once the feature is enabled). Customers should also make sure to upload their
companies logo in the setup section – this logo will be used on the survey page for branding
purposes
Customers can use this feature to send a personalized email with the survey URL to their
partner contacts. The partner contact can provide details on whether their company uses
Salesforce CRM or is looking to use the service. The response is captured on the contact record
(customers can report of this info). The customer can then use this information to decide
whether to connect using Salesforce to Salesforce.
Just like Salesforce to Salesforce, Connection Finder is available in all editions at no additional
charge. Additionally, customers can use this feature without enabling Salesforce to Salesforce.
How do I send an invitation to another company?

Customers looking to send invitations need to enable the Salesforce to Salesforce system
setting available in the Setup tree. Once this is done, users with the Manage Connections profile
permission have the ability to send invitations to contacts with valid email addresses. This may
be done by selecting the ‘New’ option available on the Connections tab or the ‘Invite to Connect’
button available in the Contact tab (action available on the list views).
Once the contact receives the email invitation, the contact can accept the invitation by logging
into its own salesforce.com instance. In cases where the contact is not a salesforce.com
customer the ability exists to sign-up for a trial account before accepting the invitation.
Only authorized users (administrators and users with Manage Connection profile permission)
may send or accept invitations and both sides need to make sure that the ‘Salesforce to
Salesforce’ setup option has been enabled (Setup|Customize|Salesforce to Salesforce|Enable)
Can I send branded email invitations?

Yes, you have the option to customize the email templates available in Setup|Customize|
Salesforce to Salesforce|Settings. Customers may also create html templates with complete
branding. Make sure you include the Connection URL (merge field) in the branded invitation
email.
How do I know if a Contact is an existing Salesforce.com customer?
The best way is by using the Connection Finder feature (details above in a separate question).
However, the invitation process has been built such that customers do not need to know
whether the contact is a salesforce.com customer. When the customer sends out the invitation,
the contact will receive a branded email invitation which contains a unique Connection URL.
On clicking this URL the contact is taken to the salesforce.com homepage where the contact
may accept the invitation by logging into its own salesforce.com instance.
Only users with the Manage Connections profile permission may send or accept invitations. If
the contact is not an existing salesforce.com customer, there is the option to sign-up for a trial
account and then using the same Connection URL complete the invitation process.
Is the email address required when selecting a contact?
Yes, only contacts with an email address are shown in the contact lookup when sending an
invitation.
If the contact does not have the necessary privileges to accept the
invitation, can the contact forward the invitation on to an admin?
Yes. If the contact does not have the Manage Connections permission, they may forward the
invite to an admin to accept the invitation. System administrators and profiles with Modify all
Data automatically get the Manage Connections permission. This is assuming the accepting org
has turned on the Salesforce to Salesforce system setting (found in Setup).
What might happen if that invitation is forwarded to someone who has their
own org and the user accepts the invitation? Is this a potential
security breach?
When a connection is accepted, the initiating org has full audit on who accepted the invitation
(user and org name), time, date etc. Additionally, either side may terminate the active
connection at any time. Finally, just because a connection has been established, does not mean
records are automatically shared. No data is passed through until records are explicitly shared.
Therefore, there will NOT be any security breach when establishing a connection
How can a user distinguish the invitation email from a phishing email?
There are a couple of ways that a customer can be sure that the email is from a valid
salesforce.com customer.
• On clicking the Connection URL, the user will see www.salesforce.com at the top of the
browser. Additionally, the Connection url itself has www.salesforce.com in it
• Customers should use branded email templates to send invitations. This will help the
recipient verify the source of the email
• Best practice is for the customer who knows the contact to send the email. We include
who sent the email in the body; this is another way for the recipient to verify the source.
• The Connection URL is encoded providing an additional level of security around the
invitation process
Customizing the data integration relationships

Can I customize the objects and fields shared per connection?
Yes. Using publish and subscribe model, customers may customize both at the object and field
level what to share with another company. Additionally, with the flexible point and click interface,
customers may change the sharing relationship at any time to reflect evolving business
relationships. Either side may customize the objects or fields shared which truly democratizes
the sharing relationship
What does it mean to publish objects/fields?

A customer may choose to differentiate what object and field updates are sent to the other
company.
For example: Company A might want to send updates on leads to Company B while leads and
opportunities to Company C. Additionally, on leads: Company A might share lead status and
first Name with Company B while lead status, email, first Name and Industry with Company C.
The ‘Publish’ feature in the above example allows Company A to customize the sharing
relationship that defines the ‘updates sent’ to Company B & C.
Is it possible to pre-define the Publish rules before sending the invitation?

With Spring ’09 customers may define templates that have the Publish object and field rules
pre-defined. These templates can then be applied to new invitations or existing connections by
using the ‘New’, ‘Invite to Connect’ mass option or editing a connection. When applying a
template to a connection, be aware that the connection automatically inherits all the rules of the
template and if there are any fields that were previously on the connection that are not on the
template, then the system automatically un-publishes these fields. The customer still needs to
complete the subscribe objects/fields process to set-up the connection.
1) Set-up a template with Publish objects and rules
2) Apply to connections
What does it mean to Subscribe to objects/fields?
A customer may choose to differentiate what object and field updates are received from other
companies.
For example: Company A might want to receive updates on leads and claims from Company B
while leads and opportunities from Company C. Additionally, on leads: Company A might want
to receive updates on lead status and Phone from Company B while lead status, email, first
Name and Industry from Company C.
The ‘Subscribe’ feature in the above example allows Company A to customize the sharing
relationship that defines the ‘updates received’ from Company B & C.
Can I auto-map fields that my partner has published to my company?

Yes, using the Auto-Map feature on the subscribe fields page you can auto-map fields. When
the checkbox is selected the system will look at unmapped fields and compare the API names
and then the labels to see if there is a match. If there is a match the field(s) will be mapped on
the UI. However, changes are not committed until the user saves the page. The user may
undue the mapping by de-selecting the Auto-Map checkbox (before saving the page). Un-
checking behaves like undo for any fields mapped by the system.
Can I publish an object/field without subscribing to the same object/field?
Yes, the publish/subscribe model has built-in flexibility that allows customers to publish an
object without subscribing to it with another company (and vice a versa).
For example: Company A might publish the lead object to Company B but not subscribe to the
lead object from Company B. What this signifies is that Company A is willing to send updates on
leads to company B but is not interested in receiving updates.
The same flexibility also exists at the field level.
Can I map the Lead object from another company to a Custom Object in my
Salesforce instance?
No, as part of the object subscribe feature, Lead can only be mapped to Lead, Opportunity to
Opportunity, Account to Account, Task to Task, Contact to Contact and custom object to any
custom object.
For custom objects the only caveat is symmetric mapping is enforced per connection.
For example: Company A has a connection with Company B. If Company A publishes the ‘Fund’
object and Company B maps (subscribes) this object to its ‘Request’ object and in turn
publishes the ‘Request’ object then Company A can only map (subscribe) its ‘Fund’ object to
Company B’s ‘Request’ object. This mapping is enforced even if Company B were not to publish
the Request object (i.e. the ‘Fund’ object could not be mapped to any other object from
Company B).
Company A has just set up the connection with Company B and the Lead
object is both published and subscribed. Does this mean that all
Company A lead records are automatically shared with Company B?
No, records need to be explicitly shared with a connection. Records may be shared in a number
of ways as described in another question below. In this scenario, Company A needs to explicitly
share a lead record with Company B either using the ‘Forward’ option, assignment rules or
workflow/queues.
How do we deal with the situation where two companies have different
opportunity stages?
The picklist value mapping feature allows customers to map incoming picklist values to their
own values so as to maintain data and process integrity. This mapping is done as part of the
subscribe fields functionality and is applicable for both picklists and multi-select picklist fields.
For example: if Company B has a custom stage named ‘Competitive Analysis’, Company A has
the option to map this custom stage value to either an existing stage value or to a new stage
value. Picklist value mapping realizes the dream of cross-company process integration
Sharing records with connections

Can my company set up rules to automate the sharing of records with
connections? Which objects support this and which objects do not?
Customers may automate the sharing of leads, cases and any custom object using queues that
can be used in combination with workflow and assignment rules. For example: using the lead
status and record type field on leads, a customer may farm out leads to one or more
connections by assigning the lead(s) to a queue with active connection(s) as members.
Customers cannot share related records when sharing the lead or custom object in this manner.
The only caveat is around sharing public case comments. If the customer has published case
comments and the partner has subscribed to case comments then once the case is accepted,
public comments will automatically be shared with the partner.
With Spring ’09, customers may also use the Salesforce.com API to create triggers that
automatically forward or stop sharing records with connections, based on specific business
criteria. These triggers may be used on any of the supported objects and can be used in the
following scenarios:
1) Forward parent
2) Forward parent with related records (e.g. tasks, Opportunity on Account)
3) Forward child related to shared parent
4) Send email notification
The new API tables that should be used for this are: PartnerNetworkConnection and
PartnerNetworkRecordConnection
Finally, customers may share 1000s of records manually using the ‘Forward to Connection’ list
view action in the applicable object tab. This feature is only available to System admins and
users with the manage connections permission. Customers may share related records when
using this feature.
How can we share Tasks and other related records with connections?
Tasks and related records can be shared when forwarding the parent (e.g. share all
open/closed tasks when sharing the contact record). Additionally, the related record may be
shared individually after sharing has been established on the parent record. This applies
whether the record(s) are being shared manually or via the API.
Share related records when sharing parent
Share individual related records on shared parent
Can I automate the sharing of related records with connections?
Customers may use the Salesforce.com API to automate the sharing of related records.
Additionally, when a related record is shared manually either when the parent is shared or
individually using the ‘Manage Connections’ link on the ‘Sent Connection’ column in the object
related list, the child record is automatically shared without any need to accept the record on the
target org. This assumes the related record has only one relationship to the parent and does not
have multiple ‘master’ relationships.
What are the different ways to share records with a connection?

There are four ways to share records with connections.
1. Use the ‘Forward this xx’ option on the External Sharing related list on individual records.
This related list needs to be added to object page layouts. By using this option, customers
avoid making any changes to the record owner. Additionally, this gives the option to share
individual records.
2. Using Queues with connections as members: only applicable to leads, cases and any
custom object. This allows the customer to automate transfer of one or more records to one
or more connections. Queues can be used in association with Workflow and lead
assignment to automate the sharing of leads, cases and custom objects. Related records
(besides Case Comments) will not be automatically shared when this option is selected. The
customer will have to manually share the related records.
3. Mass Share using List View Forward: customers can now mass share 100s of records and
child/related records using the Mass Share feature. This feature is only available to profiles
with Modify All Data or Manage Connections profile permission.
4. Forward using the Salesforce.com public api
As mentioned earlier, the customer can forward the record automatically using the
PartnerNetworkRecordConnection object available in the public API.
Following is an example of a simple trigger to share related Opportunities, Products and
Tasks when the Billing Country on an Account is United States
If I share a record with a connection, does that mean that my internal users
no longer have visibility into that record?
No. Keep in mind that the record is being shared – it’s not leaving your org or database. The
basic model is once a company shares a record (whether by forwarding or through ownership
change to Queues) and the target company accepts the record, a copy of the source record is
created in the target org; limited to the fields subscribed to by the target org. So internal users,
especially system administrators will still have full access to the local record that will also show
up in reports.
Can multiple connections accept a shared record?

Yes, with Spring ’09 multiple connections can accept a record by default. We have done away
with the ‘Shark tank’ or first-come-first-serve model based on customer feedback.
Does my administrator need to accept all incoming records or can he
delegate this to someone else in my company?
There is a new view section on Leads, Opportunities, Accounts, Contacts and any custom
object that is visible only if the object in question has been subscribed to by at least one
connection. Additionally, the user needs to have Read and Create/Edit access on the object to
see this section.
Users with the Manage Connections profile permission may create any number of views and
assign the same views to one or more internal users. This feature decouples the administration
of connections from accepting and working a record.
For Example: on leads there is the “Leads from Connections” section (available right below the
Recent Leads section). An admin or user with Manage Connections perm may create a custom
view and assign using groups or roles to one or more internal users. John Doe is a member of
one of these roles. When John next accesses the Leads tab, and assuming he has both Read
and Create on Leads, he will see this view right below Recent Leads section. John may now
accept records from other companies as defined by this view.
Can my admin customize the views to accept records from other
companies (connections)?
Yes, within certain limits, your system admin or user with Manage Connections permission may
customize the views to accept leads, opportunities, accounts, contacts, cases and custom
objects. However, we limit the number of fields available to customize these views – this will
also affect the fields available to define the filter criteria for these views. Following are the fields
available by object to define view filter criteria:
• All: Connection Name & Sent Date
• Lead: Title, Industry, Source, State, Status, Email, Phone & No. of Employees
• Opportunity: Name, Stage, Closed Date, Amount, Account: Name, Account: Billing City,
Account: Billing State, Account: Billing Country
• Account: Name, Billing: city, Billing: state, Billing: country, type
• Contact: name, title, email, phone, Mailing: City/State/Country, Account: Name, Account:
Billing City/State/Country
• Custom object: Name
• Product: Connection Name, Sent Date, Product Name, Product Code & Product Family
• Cases: Connection Name, Sent Date, Case Number, Subject, Status, Priority, Account
Name, Asset Name, Contact Name and Type
Tasks, Case Comments and Opportunity Products do not need to be manually accepted. These
records come over once the parent record has been accepted.
Can I automatically accept leads and other objects that I’ve subscribed to
from another company?
Yes, using the Auto-Accept feature (available with Summer ’09) customers can pick and
choose, by connection and by object which records should be automatically accepted. This only
applies to records shared as a ‘parent’ since child records are automatically inserted and related
to the shared parent. For example if the customer would like to auto-accept leads from a partner
then the connection owner should check the ‘Auto-Accept’ checkbox next to the Leads object
mapping on the Subscribe/Unsubscribe objects UI. When the partner shares leads, the records
will be automatically inserted into the customer’s org. Finally, on insert the system will trigger
active assignment rules, if available.
My customer would like to automatically accept Contacts when accepting
Accounts. Do I need to check the ‘Auto-Accept’ option on Contacts?
No, the auto-accept option does not need to be checked for objects accepted as child/related
records. Child/related records are automatically inserted and related to the parent record (e.g.
Account) without requiring manual acceptance. Auto-accept applies to records accepted without
any parent relationships. For example if you wanted to accept the Contact without automatically
associating it to the shared account parent record, then by selecting the Auto-Accept option on
Contacts, the contact records will be automatically created within the target org.
How can my partner accept all the related records (e.g. tasks) associated to
the account I’m sharing with them?
When you share a record (e.g. Account) and its related records (e.g. Opps, Contacts, Tasks and
orders) with a business partner, as soon as the partner accepts the parent record the related
records will automatically get shared and related to the parent record in the partner’s org. There
is no acceptance process required for related records. This assumes that the partner has
subscribed to the related objects. We only share the 100 related records per related object.
Beyond that the sender needs to manually share each related record. Customers can get
around this limitation using apex triggers to automatically forward child records.
Can I run assignment rules when accepting leads from another company?
Yes. The user has the option to run assignment rules when accepting the leads manually. If
assignment rules do not exist then the leads are assigned to the user accepting the records.
If the lead is being inserted without user intervention either using the Auto-accept option or
when the lead is shared as a child of another shared parent record then active assignment rules
are automatically triggered.
Company A has subscribed to over 20 lead fields from Company B. When

an internal user accepts a record from Company B do all these fields
get populated on record creation?
If the lead (or any object) is manually accepted using the views on the respective tabs (e.g.
Leads from Connections that is visible under the Recent Items section) then the basic model is
that a subset of fields is inserted (populated) during the record creation process while the rest of
the fields come in during the next update (approx 2mins). Here are the fields that are populated
during create (assuming the target org has subscribed to the fields):
• Lead: Status, Last Name, First Name, Company, Title, Industry, Lead Source, State,
Email, No. of Employees and Phone
• Opportunity: Name, Stage, Closed Date & Amount
o If a new Account is created then the following fields are populated on the
Account: Account Name, Billing City, Billing State, Billing Country
• Contact: Name, title, email, phone, Mailing: City/State/Country
o If a new Account is created then the following fields are populated on the
Account: Account Name, Billing City, Billing State, Billing Country
• Account: Name, type, Billing: City, Billing: State, Billing: Country
• Custom object: Name
• Product: Product Name, Product Code & Product Family
• Case: Case Number, Subject, Status, Priority and Type
However if the record is being accepted as a child of another record or the Auto-Accept option
has been selected then we create the record with all the fields subscribed by the target org (for
child records it assumes the parent has already been accepted).
Note: the above will impact your workflow, assignment and validation rules. For example if you
have a validation rule that looks at another standard field (not listed above) or a custom field,
then it will fail and the record will not be created in the org.
How are newly accepted records assigned record types?

When a record is manually accepted the following applies:
For leads, customers have the option to create a workflow rule that assigns the relevant record
type to the accepted lead. The default behavior is to assign the accepting user’s default record
type to the new lead. The same process works for custom objects and cases.
For Accounts, Opportunities, Products and Contacts the user has the ability to assign a record
type when accepting the records.
When a record is automatically accepted (either Auto-Accept is enabled or record is a child of a

shared parent) then the only option is to have a workflow rule or apex trigger to specify the
record type. If the record type is not specified then this value will not be populated on the record.
Can record updates be bi-directional?
Absolutely! Using the Publish and Subscribe model, customers may decide what objects/fields
to send updates (publish) and what objects/fields to receive updates (subscribe) on explicitly
shared records.
When I accept a record from another company, do I need adhere to the

other company’s profile and page layout restrictions?
No, only the data is being shared. We do not share page layouts, profile definitions or any other
security/setup information. Users adhere to page layout as defined within their respective orgs
(by the system admins). Therefore, two orgs sharing a record might have very different page
layouts and profile definitions and only the shared data (based on publish and subscribe rules)
is synched cross-org.
What happens if the other company deletes a shared record?

If Company A is sharing a record with Company B and B deletes their copy of the record, then
two things will happen
1) The connection owner in Company A will receive an email notification stating that
Company B has deleted their copy of the record
2) The sharing status visible in the Company A record against Company B’s name in the
External Sharing related list now shows ‘Inactive (deleted)’ thereby letting the record
owner know that Company B has deleted their copy of the record.
Company A may report on records previously shared with Company B that have since been
deleted by that company.
However, under no circumstances will Company A records be deleted.
What happens if the other company converts (for leads) a shared record?
If Company A is sharing a lead with Company B and B converts their copy of the lead record,
then two things will happen
1) The connection owner in Company A will receive an email notification stating that
Company B has converted their copy of the record
2) The sharing status visible in the Company A record against Company B’s name in the
External Sharing related list will now shows ‘Inactive (converted)’ thereby letting the
record owner know that Company B has converted their copy of the record.
However, under no circumstances will the record in Company A be converted automatically. If
Company A were to convert the lead into an Account, Contact and opportunity, they now have
the option to share these records back with Company B, thereby tracking pipeline updates in a
real-time manner.
Note: Company A may report on records previously shared with Company B that have since
been converted by that company.
How do I stop sharing a record with another company?

If the record is a parent then use the ‘Stop Sharing’ option in the External Sharing related list for
that specific connection. If the record is a child (related record) then if sharing needs to be
terminated with the connection that sent you the record – use the ‘Stop Sharing’ link found near
the connection name on the Received Connection column. If sharing needs to be terminated
with the connection you sent the record to then use the ‘Manage Connections’ link on the ‘Sent
connection’ column and move the connection from the right hand column to the left hand
columns using the dueling list box. Users with edit rights on the record can stop sharing the
record at any time. If a connection is deactivated, then sharing of all records with that
connection is immediately terminated.
Note: For Tasks, Opportunity Products and Comments if sharing is terminated on the parent
record then sharing is automatically terminated on these records
1: Stop sharing parent
2: Stop sharing related record (sent and/or received)
Sharing may also be terminated automatically using the API by applying the delete operation on
the PartnerNetworkRecordConnection object (passing the record id)
Note: Each company retains access to their local copy of the record but can neither send nor
receive any further updates without sharing the record again. No record is deleted!
What if a connection and an internal user are updating a field at the same
time? Which update wins?
Last update wins. All updates are reflected in reports (assuming the fields are tracked in history)
Is there an option to require manual approval before an update from

another company is committed in my org?
No, if a field has been subscribed to by your company and if the other company updates that
field, your copy of the record is automatically updated. There is no option to request manual
intervention before committing the update. However, there is the option to map the other
company’s field to another internal field and create a task for the record owner when that field is
updated. An apex trigger or workflow rule may be written to set the master field once the
manager has ‘approved’ the cross-org update.
Reports, Validation Rules and Workflow
Will my existing opportunity forecast reports still work with this service?
Yes, since there is no ownership impact on opportunities, the existing forecasting reports will
continue to work as before with the additional insight that the opportunity is being shared with
another company (connection) using the special Opportunity with Connections report or Custom
Report types.
Does this service support my validation rules?

If Company B has special validation rules, and:
1. If a user in Company B is trying to accept a record from Company A and the record fails to
meet Company B’s validation criteria, then the record copy will not be created in Company B
and the user will see a message that ‘0 records accepted’. No reason will be shown since
we currently do not differentiate the inability to accept a record due to failure to meet
validation criteria vs. other reasons (e.g. system is down, another company has accepted
the record etc)
2. If the record is being actively shared and an update comes in from Company A that fails the
validation criteria then the update will fail – no fields will be updated. No messages will be
displayed on the record giving the reason for the failure
If an error occurs due to a validation or apex rule (or any functional reason) and the system
cannot update or insert the shared record a couple of things will happen
a) The error with message will be logged in the Connection Audit
b) The Connection Owner in both organizations will receive an email notification with
details on the error and the reason why it occurred.
Is there a way to circumvent validation rules when a record is accepted

from a connection or an update is received from a connection?
Yes. Customers can use the information in this blog entry:
http://blogs.salesforce.com/prm/2009/02/impact-of-sales.html to circumvent validation rules.
Additionally, with Winter ’09 we’ve released the Log Errors in Connection Audit that logs errors
due to validation rules, apex rules and/or other functional errors in the target orgs connection
audit as well as sends an email notification to the connection owners in both orgs.
What is the impact on reports with this new service?

All existing reports will work as designed. There are a few custom reports available with the new
service including:
• Connections with Accounts: “show me the accounts with whom my company has active
connections”
• Leads and Connections: “show me all the lead records that my company is sharing with
connections”
• Lead History (update): “show me the field updates made by connections – limited to
fields tracked in history”
• Opportunity and Connections: “show me all the opportunity records that my company is
sharing with connections”
• Opportunity History (update): “show me the field updates made by connections – limited
to fields tracked in stage history”
• Custom Object and Connections: “show me all the custom object records that my
company is sharing with connections”
• Custom Object History (update): “show me the field updates made by connections –
limited to fields tracked in history”
• Case History (update): “show me the field updates made by connections – limited to
fields tracked in history”
Does Salesforce to Salesforce support Custom Report Types?

Yes, we support CRT’s. Customers should use CRT’s to create reports though the reports
described above will remain available. For example customers will need to use CRT’s to see
which Accounts are being shared with connections
Can I trigger workflow or Apex triggers based on updates received from

another company?
Yes, we have added one field to the API that can be used with workflow and apex triggers on
supported objects: Received Connection Name. These fields are populated once the record is
actively shared (i.e. not until the record has been accepted). Customers can also use the
PartnerNetworkConnection and PartnerNetworkRecordConnection objects to run rules on
shared records. For example: Company A has sent a lead record to Company B who is now
working the lead to completion. Company A wants to assign a task to an internal user Joe
Manager if Company B updates the lead status field from Open to Qualified. The workflow
criteria could be as follows:
• Sent Connection Name contains Company B AND Lead: Last Modified By contains
Connection User AND Lead Status equals Qualified then:
o create a workflow task and assign to Joe Manager
Who performs the cross-org updates? Do I need to create a user record for
the other company to update my records?
Once the Salesforce to Salesforce service is enabled by the org administrator, a new system
user is created: Connection User. This user does NOT count towards the user license limit.
The service uses this user to perform all cross-org updates without user intervention.
Can I track the updates made by other companies? Can I report of these
updates?
Yes, we have modified the history related list and the reports to add a new Connections column.
Any time an update is made by a connection this column is populated with the connection
name. Additionally, we use a special user to do the cross-org updates called ‘Connection User’.
This user can be used while defining the filter criteria.
The premise is that history tracking is on for the field in question (i.e. we do not track history on
a field that has history tracking turned off)
Troubleshooting Guide
I don’t see the Salesforce to Salesforce option in Setup|Customize
Only Unlimited, Enterprise, Professional and Group edition customers will see the Salesforce to
Salesforce link in the setup tree. This link will also be available on trial, demo instances. If you
are a personal edition customer, you will not see this option
I can see the setup preference for Salesforce to Salesforce, but cannot
enable the service
Only profiles with Modify All Data can enable and edit the Salesforce to Salesforce setup
preference. Portal profiles may not enable this feature
I don’t see the Connections tab despite enabling the Salesforce to

Salesforce service.
There are a couple of steps required to make the Connections tab visible to the end user.
1. Admin needs to turn on the Salesforce to Salesforce system setting
2. Add the Connections tab to one more apps using Setup|Build|Apps|edit
My admin doesn’t see the Connections tab as an option (as shown above)
If your admin has turned on the Salesforce to Salesforce org preference but still cannot see the
connections tab (as shown above) it’s probably a cache problem. Do the following:
• Navigate to Setup| Admininstrative Setup| Manage Users| Profile
• Select the edit (existing profile) or Create New option
• Make a couple of changes and Save the page
The above should refresh the cache and you should now see the Connections tab as shown
above. You should now see the ‘Connections tab’ – go ahead and delete the profile.
Revert back the changes you made above (to the existing profile or the new profile)
I can’t access the Connections tab

Only users with the Manage Connections profile permission may access the Connections tab.
While system administrators and profiles with the Modify All Data permission are automatically
given this permission, all other profiles need to be enabled explicitly. Once the profile has this
permission enabled, then all users assigned to this profile may access the connections tab.
Please note: this permission is not available to portal profiles
I would like to publish a Custom Object on a connection, but I don’t see an

option to select this object.
For a user to be able to publish any object, the user would need Read and Edit access on the
object. Users without this level of access cannot publish the object to connections
I would like to send updates on a custom field available on the Leads
objects to my partner, but I don’t see the custom field?
In this scenario, it seems the user has Read and Edit rights on the Lead object (as defined in
the profile) but either does not have edit rights on the custom field or the custom field is not API
updatable. Additionally we do not support auto-number and system audit fields.
I would like to map (subscribe) my partner’s Custom Object to Object A in
my org, but I’m unable to select Object A?
For a user to be able to subscribe to another company’s object and map that object to an
internal object, it is necessary that the user have Read and Edit access on the internal object.
Another requirement is that the internal object not be already mapped to another object from the
other company. In the above scenario if Object A is either mapped to another object from the
other company or the user does not have Edit rights on Object A then this object will not be
available for selection in the object mapping UI.
I don’t see the option to forward a record to one or more connections?

Make sure to add the External Sharing related list to the selected Page Layouts. Without this
related list, the user with edit rights on the record cannot manually forward a record to one or
more connections. The only option (only on leads and custom objects) is to use queues and
workflow to forward one or more records to connections.
I don’t have the option to selectively share tasks on a shared related record
Make sure to include the following 2 columns to the Open Activities and Activity History related
list (available on the objects page layout) so that your users can forward individual tasks –
limited to the active connections on the parent.
You need to do the same steps for other related objects you want to share with the connection
(e.g. Opportunity Products, Contacts on Accounts)
My company has published Opportunity Products to our partner
connections, however we’re unable to share Opportunity Products
There are a number of conditions that need to be met before Opportunity products can be
shared with one or more connections. The conditions are as follows
 Parent Opportunity must be shared with connections
 Related Product catalog must be shared with connections
 Related Product catalog must be in price book of connection(s) opportunities and price
book entry must be active
 Sender’s opportunity currency must be active in price book of target’s opportunity
Additionally, here are some additional facts around sharing Opportunity Products
 Price book should be selected when accepting the parent opportunity. This is a must
especially when opportunity products have been shared along with the parent
opportunity
 Sales Price and Quantity are required fields
• If connection has schedules enabled on product then Quantity and Sales Price
will not be updated
• Total price may be published but not subscribed to (can be mapped to another
currency field)
Why do reports and the history related lists only track history on certain
fields?
Only fields designated by the system admin for history tracking are included in the reports and
history related list. History may be tracked on leads, opportunities, accounts, contacts and
custom objects
My admin who happens to be the Connection owner is receiving emails

about validation errors when my partner tries updating the record.
Why is this happening?
With the new Log Errors in Connection audit feature anytime there is an error that prevents
update or insert of a record the system will log the error in the connection audit of the target
connection and send an email notification to the connection owners for both accounts. This
feature only checks for functional errors (e.g. bad data, validation errors, apex errors)
My company has created an Apex trigger to automate the forwarding of
Accounts and related records with multiple connections. However,
we’re getting an ‘Invalid PartnerNetwork status’ exception. What
could be the reason for this?
When sharing records using Apex triggers customers need to make sure of the following
• The object being shared is both published and subscribed with the selected connections
• If the ParentRecordId is set in the trigger, the associated parent record must already be
shared with the selected connections
• If the RelatedRecords field is set, the objects must be published and subscribed with the
selected connections
• Cannot set the Send Open and Closed tasks for objects such as Opportunity Products
• If you’re dealing with a list of records the best practice is to add each
PartnerNetworkRecordConnection object into a list and insert the list at one go outside
the for loop (example below using Cases)
Example of Apex Trigger – forwarding record with associated parent and child records
trigger autoForwardCase on Case(after insert, after update) {
String userName = UserInfo.getName();

String orgName = UserInfo.getOrganizationName();
List<PartnerNetworkConnection> connMap = new List<PartnerNetworkConnection>(

[select Id, ConnectionStatus, ConnectionName from PartnerNetworkConnection where
ConnectionStatus = 'Accepted']);
System.debug('Size of connection map: '+connMap.size());
List<PartnerNetworkRecordConnection> prncList = new List<PartnerNetworkRecordConnection>();
for(Integer i =0; i< Trigger.size; i++){
Case cse = Trigger.new[i];

String uId = cse.Id;
System.debug('Value of caseId: '+uId);
for(PartnerNetworkConnection network : connMap) {
String cid = network.Id;

String status = network.ConnectionStatus;
String connName = network.ConnectionName;
PartnerNetworkRecordConnection newrecord = new PartnerNetworkRecordConnection();
newrecord.ConnectionId = cid;
newrecord.parentRecordId = cse.AccountId; //associate to parent account on target that is also shared
newrecord.LocalRecordId = uId;
newrecord.RelatedRecords = 'Case, Order_Case__c'; //share related cases and orders
newrecord.SendClosedTasks = true;
newrecord.SendOpenTasks = true;
newrecord.SendEmails = true;
prncList.add(newrecord);
}
}
//Start Auto share
if (prncList.size() > 0)
{
insert prncList;
}
}
If I have additional questions around the Salesforce to Salesforce service,

who should I contact?
Your primary point of contact should be your AE or premier support representative. Additionally
you have the option to submit a question to the product management team using the following
email address: s2s@salesforce.com

Spring 10 Release - FAQ &amp; Troubleshooting Guide

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Spring 10 Release - FAQ &amp; Troubleshooting Guide

Uploaded by

Copyright:

Available Formats

FAQ & Troubleshooting

Spring ‘10 release

Salesforce to Salesforce Nomenclature...............................................8

Steps you need to take to provision this service................................9

How do I send & receive invitations?.................................................10

Customizing the data integration relationships.................................14

Sharing records with connections......................................................18

Reports, Validation Rules and Workflow............................................33

What’s New with Spring ’10?

What’s New with Winter ’10?

What’s New with Summer ’09?

What’s New with Spring ’09?

What’s New with Winter ‘09?

Can I use Salesforce to Salesforce today?

What objects are supported?

What objects are not supported?

Does the service support Lookup/Reference fields, such as Owner ID?

Should I use the Partner Portal or Salesforce to Salesforce to work with my

Can I use Salesforce to Salesforce to share information with another

Salesforce to Salesforce Nomenclature

What is the Connections tab?

What is the Manage Connection profile permission?

What are Salesforce to Salesforce (S2S) licenses?

Steps you need to take to provision this service

I would like to trial the service. Is there a way to do that?

Can I trial in Sandbox?

I am an EE customer and need to share data with a partner that is using

Which editions can send invitations to other companies?

What editions can accept invitations?

My company has accepted an invitation from a partner. Can my company

Is there a system setting that needs to be enabled prior to sending or

Can I disable Salesforce to Salesforce once it’s turned on?

I would like to self-implement. What resources are available?

How do I send & receive invitations?

What is the Connection Finder?

How do I send an invitation to another company?

Can I send branded email invitations?

Customizing the data integration relationships

What does it mean to publish objects/fields?

Is it possible to pre-define the Publish rules before sending the invitation?

Can I auto-map fields that my partner has published to my company?

Sharing records with connections

Share related records when sharing parent

What are the different ways to share records with a connection?

Can multiple connections accept a shared record?

Company A has subscribed to over 20 lead fields from Company B. When

How are newly accepted records assigned record types?

When a record is automatically accepted (either Auto-Accept is enabled or record is a child of a

When I accept a record from another company, do I need adhere to the

What happens if the other company deletes a shared record?

How do I stop sharing a record with another company?

1: Stop sharing parent

2: Stop sharing related record (sent and/or received)

Is there an option to require manual approval before an update from

Does this service support my validation rules?

Is there a way to circumvent validation rules when a record is accepted

What is the impact on reports with this new service?

Does Salesforce to Salesforce support Custom Report Types?

Can I trigger workflow or Apex triggers based on updates received from

I don’t see the Connections tab despite enabling the Salesforce to

I can’t access the Connections tab

I would like to publish a Custom Object on a connection, but I don’t see an

I don’t see the option to forward a record to one or more connections?

Spring 10 Release - FAQ & Troubleshooting Guide

Spring 10 Release - FAQ & Troubleshooting Guide