Loading
Partner Relationship Management
目录
筛选器 (0)添加
选择筛选器

          没有结果
          没有结果
          以下是一些搜索提示

          检查关键字的拼写。
          使用更普遍的搜索词。
          选择更少的筛选器，并扩大搜索范围。

            搜索所有 Salesforce 帮助
            搜索所有 Salesforce 帮助
            Assess Export, Import, and Update Issues With a Legacy Partner Connect Status Report

            You are here:

            1. Salesforce Help
            2. Docs
            3. Partner Relationship Management

            Assess Export, Import, and Update Issues With a Legacy Partner Connect Status Report

            Vendor and partner admins can diagnose recurring export, import, and update issues by building Partner Connect status reports and working together to interpret the issues.

            Required Editions

            User Permissions Needed
            To create, edit, and delete a Partner Connect Status Report in a private folder:

            Create and Customize Reports

            AND

            View All Data
            To create and update custom report types and build reports:

            Manage Custom Report Types

            AND

            View Setup and Configuration

            AND

            View Roles & Role Hierarchy
            1. Build and run a Partner Connect status report.
            2. Learn how to interpret outbound and inbound transaction failures.
            3. Check the Inbound and Outbound statuses and note any repeated failure statuses.
            4. Check the External Record Share Connection: Connection Name and note which connections are impacted by the failing transactions.
            5. Review Legacy Partner Connect Export, Import, and Update Statuses and follow its advice for addressing recurring transaction failures.

            In some cases, resolving issues requires vendor and partner admins to both run Partner Connect reports and work together to compare and contrast issues. To cross-reference corresponding outbound and inbound transactions across reports, open the record that you want to trace from the report. Internal Record: Full Name shows leads and Internal Record: Opportunity Name shows opportunities. From the record view, check the connected external related list to see the name the external org is using for their version of the record. Next, each admin can return to their respective reports, check the corresponding outbound and inbound transaction statuses, and compare their findings.

             
            正在加载
            Salesforce Help | Article