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A Revolutionary Service for Sharing Information with Partners

Need to elevate your relationships with partners? Salesforce to Salesforce is a revolutionary new service that enables companies to share data with their partners that also use Salesforce. In just a few clicks, you create lasting partner relationships by making it easy to collaborate with companies you conduct business with.

For your partners that use Salesforce, you can exchange lead, opportunity, and custom data directly to their Salesforce account. Salesforce to Salesforce provides secure and efficient data sharing through point and click connections. Collaborating with partners has never been easier. With Salesforce to Salesforce, partners will love doing business with you and you will provide a differentiated service for your partner programs and relationships.

 

Invite Partners

Inviting a partner to share information has never been easier. In just a click, Salesforce administrators can invite partners to connect and share information.  The efficiency of setting up a connection means that it will be easy for partners to work with you.

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Share Records

Once you’ve invited a partner to connect, you can securely share data directly in Salesforce. Companies can share leads, opportunities or custom object data with partners using Salesforce. Companies control what fields thy can modify, and partners save time and gain efficiency by working directly in their Salesforce deployment.

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Stay in Sync

Shared information is always available for you to see, keeping your organization in sync with your partners. Field updates are automatically synchronized back to your Salesforce deployment as they happen.  This lets you collaborate with partners in real time, giving you full visibility into partner activities.