Salesforce to Salesforce - Self help guides for customers
Jun 1, 2008I have updated this post with all the new features we've released with the Winter '10 release. Please note some of the features will not be activated until October 14th (after all instances are upgraded). With Winter '10, we've released a number of must-have features requested by our customers including:
- Sharing Attachments (October 14th)
- Connection Finder: find and connect with partners using Salesforce.com
- Log Errors in Connection Audit (October 14th)
Salesforce to Salesforce is free for all customers, including Group Edition customers. No additional charge to send invitations, accept invitations and share records!
Below, I have listed all the necessary documentation you will need to configure the Salesforce to Salesforce service. It includes an implementation guide, FAQ and self-help demos.
Your support rep or CSM should be your primary touchpoint (along with your AE), but if you have product specific questions please email them to: s2s@salesforce.com and we will try to get back to you within 48hrs.
Self help guides:
Self help videos (Adobe Captivate):
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How do i post a new blog on here?
Posted by: Shay | June 16, 2009 at 12:41 PM
you can't create a blog posting here - you can suggest an idea for the partner networks product line: http://ideas.salesforce.com/popular/partner_relationship_management. If this is a developer oriented blog entry then you should consider posting it here: http://community.salesforce.com/sforce/?category.id=developers
Posted by: Adi K | June 16, 2009 at 05:02 PM
How do you transfer opportunity products - it doesn't seem to work
Posted by: Fred | July 02, 2009 at 02:25 PM
details around sharing opp products can be found here: http://blogs.salesforce.com/prm/2009/02/spring-09-spotlight-sharing-opportunity-products-with-connections.html
You need to make sure you're sharing both the opportunity and the related product catalogs, the product catalogs are active in the opportunity price books (both sides) and the opportunity currency of the source is available in the price book of the target.
Posted by: Adi | July 02, 2009 at 02:50 PM
Hi,
I am trying to insert a new Account object in a 'before insert' trigger for a custom object which has been shared with a partner salesforce instance through S2S. When it tries to insert the new account object, I get the following error:
Apex script unhandled trigger exception by user/organization: 00570000001LFzF/00D700000009eRf
CreateInquirerFromShared: execution of BeforeInsert
caused by: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_PARTNER_NETWORK_STATUS, invalid status for partner network operation
Trigger.CreateInquirerFromShared: line 49, column 3
I am able to successfully insert a Contact object from the same trigger, but not an Account. Any idea what could be wrong? I am not sure what the permissions schema is for such scenarios, but since the connection user is a hidden system user, I have no way to tweak with those settings. Maybe something is going wrong during the Account creation process but the error just does no show up and a generic one is generated. If you think that could be the case, please suggest a good way to debug.
Thanks
Posted by: Daniel Rudman | September 07, 2009 at 07:56 PM
After numerous records are shared via Salesforce-to-Salesforce integration, then both partners "unpublish" and "unsubscribe" to shared records (without deactivating the connection), then decide to "republish" and "resubscribe" to certain fields, will that "reactivate" the records that have already been shared or will all records need to be reshared, thus creating duplicate record entries?
Posted by: Kim Cool | October 19, 2009 at 07:10 PM
unfortunately once the records are unshared there is no way to automatically set the status back to shared. Your best option is to link the records in the 2 companies (for leads you'll need to first accept and then merge keeping the shared lead as the master). It's a 2 step process instead of an automatic switch. Hope that helps
Posted by: Adi | October 20, 2009 at 10:33 AM