Has anyone used it before, if so, what did you think? Was it useful? Did it bring up any issues I need to consider?
Any help would be much appreciated.
1 réponse
If your overseas agent has their own Salesforce org, then the only/best way to share records is using Salesforce-to-Salesforce. If they don't have their own org, you can give them a license to your Salesforce org and let them access/enter data directly.
Related to S2S, even though there is a connection between the 2 orgs, the Admin of each Org decides which records are shared from their org, and which records are allowed "in" from the remote org. This provides a great deal of control to ensure that your data is only available to the Users you want.
Here are some links that will give you more info and things to think about:
https://success.salesforce.com/ideaView?id=087300000006qLz
https://wiki.developerforce.com/page/An_Introduction_to_Salesforce_to_Salesforce
