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RBSRBS 

Salesforce to Salesforce

I have two questions on S2S

 

1. Can we have assignment rules to auto-forward Leads to partners using a connection in S2S?

 

2. Is there a way for Partners to convert shared Leads and create Accounts/Opportunities/Contacts in the parent organization?

 

 

Any information would help. Thanks in advance.

 

- RBS

wjmoxleywjmoxley
  1. Yes.  You can assign a Connection to a Queue. Then you write an assignment rule that assigns leads to that Queue.  When the leads get assigned to the queue, they'll get forwarded to the connection via S2S. 
  2. Yes, you can do it manually or through apex code.  Option 1: Have it so when the partner converts the lead, they have to send the oppty back to the vendor that sent the lead.  Option 2: Write a trigger that auto-forwards an opportunity converted from s2s shared lead back to the originating organization.  
Hope that helps.
 
-Will 
RBSRBS

Will,

Thanks a lot. This definitely helps.

 

 

-RBS