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Partner Relationship Management
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            Add Connected External Object Related Lists to Leads and Opportunities

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            Add Connected External Object Related Lists to Leads and Opportunities

            If you opted to store read-only record updates made by users in the other Salesforce org, you must make those records available to your users. We recommend adding Connected External Lead and Connected External Opportunity as related lists to your Lead and Opportunity page layouts. Doing so lets users view their peer’s version of the record in the context of your org’s version of that same shared deal.

            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 Partner Connect.
            User Permissions Needed
            To set up Partner Connect in the vendor org: Customize Application
            To set up Partner Connect in the partner org:

            Customize Application

            AND

            Set Up Partner Connect for a Partner Org

            Before making read-only versions of your peer’s records available to users, Salesforce admins must also complete these prerequisites.

            • The vendor admin must select the Send & Receive Updates option when selecting objects and fields to integrate with their partner’s org.
            • Both vendor and partner admins must prepare the connected external objects for storing the records in their respective orgs.
            1. From Setup, in the Quick Find Box, enter Partner Connect. Vendor admins select Partner Connect for Vendors. Partner admins select Partner Connect.
            2. Under Configure, find the Add Connected External Object Related Lists to Page Layouts section. If you’re storing updates on any Lead fields, go to the page layout for Lead. If you’re storing updates on any Opportunity fields, go to the page layout for Opportunity.
            3. From the Object Manager, click Page Layout, and then from the enhanced page layout editor palette, click Related Lists.
            4. Drag the Connected External Lead or Connected External Opportunity related list from the palette to the Related Lists section of the page layout. Click Save.
            5. Add the fields that you want to show on the related list. From the Related Lists section of the page layout, click Related list properties wrench icon. Then add the fields that you want to users to see from the related list. We recommend adding the integrated fields that are most important to your sales reps.
            6. Repeat steps 2–4 for every connected external object that you want users to see.

            If you haven’t already, contact the admin at the other company to check in on setup progress. If all of these steps are completed, vendor admins are ready to give partner users permission to export records, rolling out Partner Connect.

            • The vendor admin has invited a partner to connect and selected their objects and fields for integration.
            • The partner admin has completed their field mappings.

            See Also

             
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