What is the first step in the Salesforce to Salesforce process?

In the Salesforce to Salesforce process, the first step involves inviting another organization to collaborate. This step is essential because it establishes a connection between the two Salesforce orgs, allowing them to share records and collaborate effectively. By sending an invitation, the initiating organization signals its intent to establish a partnership, after which both organizations can engage in the sharing of data and collaboration on opportunities.

Following the invitation step, the other organizations can choose to accept or decline this collaboration. If the invitation is accepted, the next steps involve configuring what data will be shared and how the collaboration will proceed. This foundational step is critical for ensuring that both parties are aligned and have agreed to the terms of collaboration before any records or data sharing takes place.