Salesforce Features
Salesforce to Salesforce
Shared Data and Processes for Companies that Both Use Salesforce
Requires an Additional Fee
- Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce
- Easily opt in and out of cross-company data sharing
- Share leads, opportunities, or any custom object
One of the questions most commonly asked by salesforce.com customers is: How do I securely and easily share data with another company that is also using Salesforce? How do I coordinate with other companies we do business with on revenue-sensitive business processes? It’s all possible with Salesforce to Salesforce, new with Winter ’08. Salesforce to Salesforce is a powerful new service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connection.
Training and Documentation
Feature Details
- Company Invitations: Branded email templates allow you to send invitations to companies you do business with to set up trusted and secure data-sharing connections with companies that also use Salesforce.
- Publish and Subscribe: For each company you share information with, you can customize the objects, fields, and records you want to share. You have the flexibility to make changes on an ongoing basis to reflect your changing business relationships. Full pick list mapping is supported to help you maintain both data and process integrity.
- Real-Time Collaboration: Salesforce to Salesforce offers real-time visibility into critical business data that spans multiple companies. Shared records are always available for you to see and are automatically kept in sync with any company you connect with.
- Workflow and Reporting: Full cross-company history tracking, reporting, and workflow ensure that each company maintains its own business process while staying connected.
Note: Salesforce to Salesforce is available for an additional fee. For more details and pricing information, contact your salesforce.com representative.
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