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Is there a way to relate organizations? The relationship functionality relates contact to contact and the affiliations functionality relates contacts to organizations.  I have a client that wants to tie the different organizations together. There is the "parent account" functionality but it doesn't let you add in details as to the type of relationship. This just might be right in front of my nose and I'm missing it. Any ideas?

2 个回答
  1. 2011年7月14日 16:11
    Yes you can slaesforce to salesforce is the way to go.

     

    Salesforce to Salesforce enables business collaboration both within and across Salesforce organizations. This allows you to share lead, opportunity, account, contact, task, product, opportunity product, case, case comment, attachment, or custom object records with your business partners that use Salesforce and get real-time updates on the shared data. For example, you can share lead and opportunity data with business partners and manage your entire pipeline and programs within Salesforce.

    Salesforce to Salesforce allows you and your business partners to collaborate more easily and effectively. With Salesforce to Salesforce, you can share records with one or more connections, and each connection can accept records you share with them - even if other connections have accepted the same record.

    Salesforce to Salesforce allows your business partners to:

    • Access all their programs from one place
    • Easily integrate your data with the data they manage in Salesforce
    • Integrate their business processes with updates received from you using workflow, assignment rules, and reports

    Salesforce to Salesforce allows you to:

    • Have 100% visibility into your partner activity
    • Manage your entire pipeline, both internal sales and channel sales, in one place
    • Rapidly and easily share data across multitiered partnerships
    • Integrate your business processes with updates received from your partners using workflow and assignment rules

    Before connecting with other organizations using Salesforce to Salesforce, you must complete the following:

    • Enabling Salesforce to SalesforceWarning

      _img src="

      https://na10.salesforce.com/img/help/helpWarning_icon.gif" /_Enabling Salesforce to Salesforce is not reversible, however, you control the information you share and the connections you share with. You can stop sharing or modify sharing settings at any time. By enabling Salesforce to Salesforce, you agree to allow salesforce.com to process updates to information in your organization that is shared with other organizations. Salesforce to Salesforce allows you to share your data with third-party recipients, and those recipients may in turn use Salesforce to Salesforce to share your data with further third-party recipients unknown to you. You are responsible for ensuring that appropriate contractual or other legal arrangements are in place between you and your recipients to limit those recipients' use and disclosure of your shared data.

    • Configuring Salesforce to Salesforce

    If you want to connect to partners but aren't sure if they use Salesforce, you can use connection finder to find out.

    If you receive an invitation to connect with a business partner using Salesforce to Salesforce, see Accepting or Rejecting an Invitation to Join Salesforce to Salesforce.

    To invite other companies to connect with you using Salesforce to Salesforce, see Inviting Business Partners to Connect using Salesforce to Salesforce.

     

    Please follow the link:

     

    yourproductiourl/help/doc/user_ed.jsp?section=help&target=business_network_enabling.htm&loc=help&hash=topic-title

     

    Also

     

    Tips for Using Salesforce to Salesforce
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