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Partner Relationship Management
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            Configure Partner Org Settings for Partner Connect

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            Configure Partner Org Settings for Partner Connect

            Before completing the vendor’s connection request, partner admins must manage their required fields. If partners want to store read-only versions of their vendor’s records locally, partner admins must also prepare Partner Connect objects for storing the vendor records. To make sure users can see the vendor records from the partner org, partner admins must add related lists for Partner Connect objects to their Lead and Opportunity page layouts.

            Required Editions

            User Permissions Needed
            To turn on Partner Connect in the partner org:

            Customize Application

            AND

            Set Up Partner Connect for a Partner Org
            1. Managing the required fields on the objects you plan to integrate with your vendor.
            2. Prepare Partner Connect objects for storing records if you want to store read-only versions of their vendor’s records locally.
            3. Add Partner Connect object related lists to Lead and Opportunity page layouts if you want users to see the read-only versions of the vendor records from your org.

            After configuring partner org settings, you’re ready to complete your vendor’s connection request.

             
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