Partner Networks Blog

Partner Networks Blog

Salesforce to Salesforce - Self help guides for customers

Adi Kuruganti Jun 25, 2008

I have updated this post with all the new features we've released with the Summer '09 release. Please note some of the features will not be activated until June 24th (after all instances are upgraded). With Summer '09, we've released a number of must-have features requested by our customers including:


  • Sharing Cases and public Case Comments (June 24th)
  • Sharing Auto-Number fields
  • Auto-Accept: Automatically accepting records from connections (June 24th)
  • Automatically map subscribed fields 


Salesforce to Salesforce is free for all customers, including Group Edition customers. No additional charge to send invitations, accept invitations and share records!

 

Connect_8

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:

  1. Implementation Guide (ppt) 
  2. Frequently Asked Questions (doc)
  3. Datasheet (needs to be updated with Spring/Summer release details)

Self help videos (Adobe Captivate):

  1. Full Demonstration
  2. Activate and Setup   
  3. Invite your Business Partners
  4. Understanding the Publish/Subscribe Model
  5. Reporting and Workflow Integration
 

4 Comments

How do i post a new blog on here?

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

How do you transfer opportunity products - it doesn't seem to work

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.

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