Legacy Partner Connect Setup Prerequisites

Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.

1. Planning Object and Field Integration for Legacy Partner Connect
   To avoid revisiting your Partner Connect setup, we recommend that vendors and partners meet to agree on a clear plan for integrating objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items they want to integrate into the partner’s org. Sometimes admins from either org are required to customize their Lead or Opportunity objects to integrate records smoothly.
2. Creating Records That Establish the Vendor-Partner Relationship
   Salesforce admins at both companies must create records that establish the vendor-partner relationship in Salesforce. Admins provide these records during Partner Connect setup.
3. Verifying Partner Users and Record Access
   For partner users to export records, partners must have permission to access the record from the vendor’s Experience Cloud partner site. Before you begin Partner Connect setup, we recommend that vendor admins check that partner users have the level of access that the vendor wants.