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David Kleinjan Salesforce 2 Salesforce programatic sharing, status "Invite"/"Pending (sent)"
Hello,
I'm trying to share an Opportunity from Org1 Sandbox to Org2 Sandbox. Connection is configured on both sides with auto-accept enabled, Opportunity StageName, Name, CloseDate the only fields published/subscribed to.
This works fine when done manually; "forward this opportunity" (status "Active (sent)"/PNRC.Status=Sent ), however it fails when sharing programatically (via a Trigger on Opportunity insert), status is "Pending (sent)"/PNRC.Status=Invite.
Notes:
- No Invite emails to notify me of an incoming Opportunity share.
- There are no validation rules on the target org that would cause it to fail, as proven by the manual sharing working.
- No errors or useful information in the logs.
- Programatic sharing of a custom object works OK.
Can anyone suggest a next step for diagnosing and resolving this problem? Let me know if you need any more information.
thanks,
David.
I'm trying to share an Opportunity from Org1 Sandbox to Org2 Sandbox. Connection is configured on both sides with auto-accept enabled, Opportunity StageName, Name, CloseDate the only fields published/subscribed to.
This works fine when done manually; "forward this opportunity" (status "Active (sent)"/PNRC.Status=Sent ), however it fails when sharing programatically (via a Trigger on Opportunity insert), status is "Pending (sent)"/PNRC.Status=Invite.
Notes:
- No Invite emails to notify me of an incoming Opportunity share.
- There are no validation rules on the target org that would cause it to fail, as proven by the manual sharing working.
- No errors or useful information in the logs.
- Programatic sharing of a custom object works OK.
Can anyone suggest a next step for diagnosing and resolving this problem? Let me know if you need any more information.
thanks,
David.
David KleinjanSome updates based on further testing:
- The Opportunity now appears in the target Org, but is not auto-accepted. When accepting it, the is no Account associated, this has to be done manually
- The manually shared Opportunity does not have a link to the parent Account
David -- Another possible cause is the following: If you have multiple lookups to Account within the Opportunity SObject, then auto-accept will never work without resorting to some clever coding on the target SFDC org. This is covered in detail here (http://cropredysfdc.com/2014/11/17/s2s-salesforce-to-salesforce-adventures/). The sending org's status will be Pending (sent).