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I'm looking to use Salesforce to Salesforce to share contacts with another Salesforce instance, but I only want contacts that have donated through a particular channel - I've found this approach:

https://automationchampion.com/2015/03/13/getting-started-with-process-builder-part-10-auto-forward-records-to-a-connection/

But would love to know if there's a configuration available somewhere before I start assembling flows and processes...

@Nonprofit Success Pack@Salesforce.org System Administrators
3 answers
  1. Jul 11, 2016, 6:26 PM
    Thanks for this thread. Good to know about this functionality.
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