Setting up bulk share allows a Salesforce instance/organization to share a pre-filtered range of data in a table data at once. The consumer or subscriber of this data can be another instance/organization in Salesforce or a Perspectium Agent. You will need to create a bulk share configuration for each table you want to share.
Bulk shares always result in an attempt to update the record before inserting it at the consumer. The update uses the Id field value when available. You can override this behavior by selecting the “Insert only” option as defined below. Selecting the “Insert only” assumes that no records currently exist in the destination table.
To create a Bulk Share click on the Bulk Shares tab. Next click New and enter the following:
Note: There is a known issue where the Submit for Approval button appears on Dynamic Share and Bulk Share forms. If you see this button, click the Edit Page Layout link in the top-right corner and remove the button from the layout.
To cancel a running Bulk Share perform the following steps: