function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
sundsund 

SF2SF Lead transfer automation

Assume an SFDC instance in each of 3 global regions (Americas, EMEA, APAC).  A 4th SFDC instance sits in marketing.  I want to automatically route Leads that get created in the Marketing SFDC to 1 of the 3 regional SFDC instances.   I have SF2SF up and confirmed working on all 4 instances, and I can manually click the "Externally Share" button on a Lead detail page and get it to show up on a regional SFDC instance. 

 

Questions:

 

1)  Would a trigger + APEX code be the best way to automate external sharing?  If so, any pointers to sample code for triggering the SF2SF external sharing would be most welcome.

 

2)  I need to set the Record Type in the regional SFDC instance to something different than that of the marketing instance.  Is that possible?

 

Thx.