Salesforce-to-Saleforce

What is Salesforce-to-Salesforce?

• Salesforce to Salesforce is a declarative tool to make data integration between two org.
• As name itself suggest, it’s an integration between salesforce to salesforce org, however, if you want to integration salesforce with other applications, you still need to go with the API approach. You can get more details in my Salesforce API article
• It’s a near real-time integration.
• You can share Account, Contact, Lead, Opportunity, Task, Case, Opportunity Product, Product Catalog and custom objects

What are the features in Salesforce-to-Salesforce?

• It works on publish/subscribe model, one org and publish the record and other org can subscribe
• When you share record from one org to other org, the shared record will be created by Connection User in subscriber org.
• You can define which object/fields, you want to share with point & click away.
• You can also define the mapping of the field value which helps to avoid duplicate field values. Suppose there is a picklist field called Operating System in Account object, however in one org, picklist value is MS Operating system and in other org, picklist value is Microsoft Operating system so you can define mapping MS Operating system -> Microsoft Operating system  in subscriber org.
• No additional charges for salesforce to salesforce feature.
• Anytime a shared the record can be unshared in publish org. 

What are the Terminologies in salesforce to salesforce?

• Invite –  Invite is used to authorize the connection.
• Publish – sharing the records
• Subscribe – using the sharing record

How can salesforce to salesforce configured?

1. Enable salesforce to salesforce?
• Go to setup and enable Salesforce to Salesforce.
• Pls, make sure Salesforce to Salesforce should be enabled in both org (Publisher & Scubcriber org)
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2. Customize your email template- 
• Email is used for communicating two salesforce org, publish org notify the subscriber org by invite, the invite can be rejected or Updated which can be notified to publisher org, vai email template
• You can customize the template according to your company policy
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3. Assign authorized users to manage your connections
• You need to authorize the user to manage the connection so the user must have Manager Connections permission
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4. Add Connections tab to profiles with “Manage Connections” permission
• When you enable Salesforce to Salesforce, a tab Connections get created
• Make sure that tab should be visible to user profile
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5. Customize page layout
• Assign authorized users to manage your connections
• You need to authorize the user to manage the connection so the user must have Manager Connections permission
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6. Define Connection template
• Connection the template is used to define which object you want to publish to other org
• Only records can be shared for the object which is defined in the Connection template
• You can also define what fields you want to share
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7. Sent invite
• Account or contact details (email address)  should be in publisher org so that you can send the invite to the subscriber org.
• Invite can be sent from
• Connection Tab
  
  
  
• Contact listview button Invite to Contact.