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DATASHEET

Salesforce to Salesforce

Point-and-click connections
::: Branded email invitations
::: Easy opt in and opt out
::: Sharing rules by company
“ We went from 0 to 100% visibility into the leads managed
by our partners. Real-time opportunity collaboration is
critical to the health of our business and would not be


::: Invitation templates to scale
management of connections possible without the Salesforce to Salesforce service.
::: Case management —— DoubleClick
::: Opportunity sharing
::: Lead sharing Instant connections with 59,000+ companies
::: Account sharing The Web has completely changed the way we collaborate with others in our personal lives.
::: Contact sharing Why not bring the same Web 2.0 collaboration to the workplace? Shouldn’t sharing leads and
::: Product catalog sharing opportunities between the CRM systems of two partners be just as easy as sending email? Thanks
::: Product sharing to the multitenant nature of salesforce.com’s Force.com platform, you can now share data with other
::: Activity sharing companies also using Salesforce CRM easily and securely.
::: Custom object sharing
::: One-click record sharing Strengthen your business relationships
::: Pick list value mapping With Salesforce to Salesforce, you’ll work more closely and securely with any company or group you
::: New reports and dashboards do business with: partners, suppliers, resellers, vendors, distributors, agents, brokers, or customers. A
::: Trigger workflow and Force.com one-step invitation process instantly connects you with your company’s business network. Once you’re
code (Apex) connected, you can start sharing records immediately and securely.
::: Partner-to-partner collaboration with a ::: Establish connections to other companies by inviting contacts to share data and business processes
one-to-many record-sharing model while gaining the security benefits of the Force.com platform.
::: Automated record sharing via the API
::: Generate greater value with a “many-to-many” style of collaboration instead of the traditional and
limited “one-to-many” structure.
::: Easily activate and deactivate Salesforce to Salesforce connections to manage who you share with,
what you share, and when you share.

Easily collaborate with partners


Salesforce to Salesforce makes it simple to run your entire business on Salesforce CRM because you
can share processes and information easily with your business community.
::: Share business processes inside and
outside your company with point-
and-click integration.
::: Accelerate business transactions
between companies with the highest
levels of data integrity.
::: Receive real-time visibility into
critical business data that spans multiple organizations.
“ Salesforce to
Salesforce is the
easiest way to work
Faster time to value with lower integration costs
::: Remember EDI? Those custom integrations were often too expensive, inflexible, and
complicated—all of which added up to limited adoption. Now, with the power of the on-demand
model, you can reap the benefits of integration as a service.

with partners. If they ::: Selectively share opportunities, leads, accounts, contacts, activities, product catalogs, products, and
custom objects (such as projects or claims) through a rule-based sharing model.
use Salesforce CRM, ::: Easily adapt connections to changing business requirements.
they’re already


::: Eliminate the need for costly IT resources and investments in business integration, with a
connected. renewed focus on driving business value.
—— Bluewolf
Salesforce to Salesforce: available in all editions
Group Professional Enterprise Unlimited Platform
Edition Edition Edition Edition Edition
Invite ü ü ü ü ü
Share ü ü ü ü ü
Update ü ü ü ü ü

Pricing and availability


Salesforce to Salesforce is free for all customers. There are no limitations on the number of records
that can be shared. Start using the service today by turning it on for your organization:
In just a few Setup | Customize | Salesforce to Salesforce | Settings
clicks, we were able
to collaborate on leads
with our partners in
Salesforce. No other
company offers a
service like Salesforce
to Salesforce—It’s
incredible!
—— Eloqua ”
For More Information
Contact your account executive to learn
how we can help you accelerate your
CRM success.

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