How do I limit cases sent to a partner using Salesforce to Salesforce?

Question

Hi,

I'd like to start using a Salesforce to Salesforce integration to share cases with a partner of ours.

We have 4 different types of cases and we want to sent Type A to Partner A, Type B to Partner B, etc.

Can anyone suggest the best way to do this?

Thanks in advance for your help!

Ines Garcia · Answer

Hi Adam,

You can use the list views to push the records you want, similarly with apex.

Have a read to this sort of step by steop article on the functionality:

Hope this helps,

Ines

Data Management