Integrating Shared Business Across Salesforce Orgs with Partner Connect

Partner Connect lets vendors and partners work leads and opportunities together, providing visibility on shared business across Salesforce orgs. Partners users log in to a vendor’s Experience Cloud partner site to export records from approved objects to the partner's Salesforce org. Exported records remain connected across orgs, giving users from both companies a read-only glimpse of how records progress independently for each company. 

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

• How Partner Connect Helps Vendors and Partners Integrate Shared Business
  Vendors and partners already work together to sell complementary products and services. Why not incorporate technology that makes collaboration easier? Partner Connect lets vendors and partners automate lead and opportunity management between their Salesforce orgs to save time, collaborate transparently, and increase revenue.
• How Partner Connect Exports, Imports, and Integrates Records Across Orgs
  Learn about how Partner Connects lets vendors and partners work shared leads and opportunities independently while still providing cross-org visibility into how each record is progressing.
• Partner Connect Security and Design
  External Client Apps allow Partner Connect to establish a secure connection between a vendor and partner Salesforce org using APIs and security protocols. As vendor and partner admins work through Partner Connect setup, Partner Connect deploys a dedicated app to each org that uses OAuth 2.0 client credentials to securely integrate the two orgs. After a secure connection is established, partners can export approved records from the vendor’s Experience Cloud site to their own partner org. Both vendors and partners get a view of how progress is going in the opposite system from a read-only child record that Partner Connect creates automatically.
• Partner Connect Roles and Responsibilities
  After a vendor company selects a partner company with whom they want to integrate records, companies must designate a vendor admin and partner admin. Admins must have the bandwidth to collaborate on Partner Connect planning, setup, and maintenance. If record export, import, or update issues occur, an IT professional at the partner company can also offer support.
• Partner Connect Limits and Limitations
  Review limits and limitations for Partner Connect.
• Partner Connect Considerations
  Review considerations about Partner Connect support and setup.
• Partner Connect Setup Prerequisites
  Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.
• Set Up Partner Connect as a Vendor
  Vendor admins kick off Partner Connect setup for vendors and partners by enabling the feature and preparing objects for partner record storage. Then vendor admins can invite partners to connect and select the objects and fields they want to integrate with each connected partner. If vendors want to store read-only versions of their partner's records locally, vendor admins must also prepare Partner Connect objects.
• Set Up Partner Connect as a Partner
  After vendor admins kick off Partner Connect setup, partner admins get an email that describes how to start setup in a partner Salesforce org. Partner admins must be granted permission to access Partner Connect setup. Then partner admins turn on Partner Connect, configure some partner org settings, connect with the vendor org, and map their objects and fields to the objects and fields shared by the vendor.
• Export Vendor Records to Your Salesforce Org and View Vendor Record Updates
  Partner Connect lets partner users export a vendor’s leads or opportunities from the vendor’s Experience Cloud partner site to their own Salesforce org. If the feature is configured, partner users also get a read-only glimpse of how the record is progressing in the vendor's system. If the admin with the vendor company gave users permission to create and customize list views, partner users can also add the Export Status field to Lead and Opportunity list views.
• Disable, Reconnect, or Delete Partner Connect Connections
  Vendor and partner admins have two options for preventing record exports, imports, and updates from flowing between Salesforce orgs. Admins can temporarily disable a vendor-partner connection so the Salesforce orgs can be reconnected easily. Or admins can fully delete a vendor-partner connection and turn off Partner Connect.
• Fixing Partner Connect Export, Import, and Update Issues
  Vendor and partner admins can learn how to build and run a Partner Connect Status report, interpret the results, and work with their peer admin to resolve problems. Partner admins can also use their import notification email to identify failed import and review advice for troubleshooting those issues.