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Partner Relationship Management
Give Partner Users Permission to Use Partner Connect

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Give Partner Users Permission to Use Partner Connect

When vendor admins are ready to roll out Partner Connect, vendor admins must give partners the permission to export records from your Experience Cloud partner site. We also recommend verifying that partner users have permission to customize list views. That way, partners can add the Export Status field to their list views, so they can see which leads and opportunities have been exported to the partner org already. Salesforce admins don’t have access to the Export Status field, so you can’t add the field to list views on partner users’ behalf.

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 Legacy Partner Connect.
User Permissions Needed
To assign permission sets to users: Customize Application

After your partner admin is done with field mapping, you can assign partner users the permissions to start using Partner Connect. Salesforce doesn't notify you when partner field mapping is complete, so check in with the partner admin if they don't follow up.

  1. From Setup, in the Quick Find box, enter Permission Sets, and select it.
  2. Find the Partner User Approved for Exporting Records permission set.
    This permissions set contains the Export Vendor Records to Authorized Partner Org user permission.
  3. Assign the permission set to Partner Connect users. Or if you want to give partner users permission to customize list views, first clone the permission set, then add the Create and Customize List Views permission to the clone. Then assign the cloned permission set to partner users.
    Note
    Note Vendor admins don't have access to the Export Status field on Lead and Opportunity. So vendor admins can't add Export Status to list views on Lead and Opportunity record detail pages in the Experience Cloud partner site.

See Also

 
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Salesforce Help | Article