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Legacy 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.
| Role | Details |
|---|---|
| Vendor admins | A Salesforce admin at the vendor company. Vendor admins initiate each phase of Partner Connect planning and setup. During setup, vendor admins must designate a partner admin, including assigning partner admins permissions within the vendor Salesforce org. Vendor admins also run error reports and, when necessary, work with the partner admin and the partner IT professional to resolve issues. |
| Partner admins | A Salesforce admin at the partner company. Partner admins respond to vendor admin requests for planning and completing Partner Connect setup. Partner admins also receive setup and import status emails. Partner admins also run error reports and, when necessary, work with the vendor admin and the partner IT professional to resolve issues. |
| Partner IT professional | We recommend that partner companies also recruit an IT professional to occasionally assist partner and vendor admins. Technical experience can be useful in identifying or resolving export and import issues. For example, the import status emails that partner admins receive include specific API errors about unsuccessful imports. |
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