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            Give Partners Permission to Establish a Connection with the Vendor Org

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            Give Partners Permission to Establish a Connection with the Vendor Org

            Before Partner Connect allows a partner admin to establish a connection with a vendor org, the vendor admin must first acknowledge the partner admin as a trusted contact. To do so, the vendor admin must assign the Partner Admin Approved for Vendor Org Connection permission set to the partner admin. Vendor admins must repeat this task each time they want to connect with a new partner Salesforce org.

            Required Editions

            Available in Lightning Experience in Enterprise and Unlimited Editions with Sales or Service. Vendors must purchase a PRM add-on license for the partner admin user and each partner user who exports records. Partners aren’t required to purchase PRM licenses to use Legacy Partner Connect.
            User Permissions Needed
            To assign permission sets to users: Customize Application

            Before assigning the Partner Admin Approved for Vendor Org Connection permission set to your partner admin, create a partner user that represents your partner admin. See Establish the Vendor-Partner Relationship in Salesforce.

            The Partner Admin Approved for Vendor Org Connection permission set includes two user permissions.

            • The Establish an Approved PRM External Integration user permission acknowledges that the partner admin is a trusted contact on behalf of whom Salesforce creates a named credential in your org. The named credential verifies the secure connection between orgs by using the External Client App service.
            • The API Enabled user permission lets the partner admin use Partner Connect to make API requests to your org via the Partner Connect external client app. This permission is required to let Partner Connect share data across the vendor and partner org according to the integration settings that you put in place during Partner Connect setup.
            Warning
            Warning Assign the permission set only to trusted individuals whose identity you can verify. To establish the connection, the partner admin must access Setup from their own org. Consider verifying with the partner company that the person you select is a person who is assigned the Customize Application permission in their org.
            1. From Setup, in the Quick Find box, enter PRM, and then select Partner Connect for Vendors.
            2. Under Configure, find the Give Partner Admins Permission to Connect section, and click Go to Permission Sets.
            3. From the Permission Sets list, find the Partner Admin Approved for Vendor Org Connection permission set and assign it to the partner admin that you want to connect with. See Manage Permission Set Assignments.

            After giving partner admins permission to connect, you're ready to invite the partner admin to establish the connection. Doing so sends an email to the partner admin, inviting them to complete your connection request from their org.

            See Also

             
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