Give Partners Permission to Establish a Connection with the Vendor Org

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 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.

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.