1. Enable Salesforce to SalesforceFrom Salesforce to Salesforce Settings in Setup, you can easily enable Salesforce to Salesforce. After enabling Salesforce to Salesforce, you can’t disable it. However, you can control which data you share and with whom you share it.
2. Configure Salesforce to SalesforceAfter enabling Salesforce to Salesforce, you create and assign a permission set to control which users can manage connections and sharing. You also add the External Sharing related list to page layouts and create communication templates for managing communications with connected organizations.
3. Connect with Your Business Partners using Salesforce to SalesforceUsing 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 theConnections tab, you can manage your Salesforce to Salesforce connections and connectiontemplates.
4. Publish Objects with Salesforce to SalesforceTo share records with another Salesforce organization using Salesforce to Salesforce, you must first publish the objects that you want to share.
5. Publish Fields in Salesforce to SalesforceOnce you publish an object, you can select which individual fields on that object are published. For standard objects that are published, a default set of fields is automatically published.
6. Subscribe to Objects with Salesforce to SalesforceWhen you are connected to a business partner using Salesforce to Salesforce, you cansubscribe to objects that your business partner has published. When you subscribe to an object,you map it to an object in your organization. Standard objects must map to standard objects inyour organization, but you can map custom objects to any custom object. For example, if yourbusiness partner has published a custom object named Prospects, you can map that to a customobject named Client.
7. Subscribe to Fields in Salesforce to Salesforce
8. Automate Updates with Workflow Rules in Salesforce to SalesforceYou can use workflow rules to automate updates to records and connections in Salesforceto Salesforce. You can use workflows for many processes, including updating values on picklistswhen a connection has edited the field. If your organization is set up to automatically acceptrecords, workflow rules are triggered by any field you subscribed to.