Partner Connect (Beta)

Partner Connect lets vendors and partners work on account, opportunity, lead, contact, and case together, providing visibility on shared business across Salesforce orgs. Partner 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.

Required Editions

Note Partner Connect is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the customer's sole discretion.

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions in Agentforce for Sales with Partner Ecosystem Management - Members, Partner Ecosystem Management - Login and PRM add-on license. Partners aren’t required to purchase any licenses to use Partner Connect.

Tip Check out this feature in Salesforce Go! Explore more content and discover related features. 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 object 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 Connect lets vendors and partners work on shared records independently while still providing cross-org visibility into how each record is progressing.
• Partner Connect Security and Design
  The MuleSoft framework lets Partner Connect use APIs and security protocols to connect vendor and partner Salesforce orgs securely. As vendor and partner admins complete Partner Connect setup, Partner Connect deploys a dedicated app to each org. Each app uses OAuth 2.0 client credentials to integrate the two orgs securely. After Partner Connect establishes a secure connection, partners can export approved records from the vendor’s Experience Cloud site to their partner org. Vendors and partners both track progress in the other org through 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.
• Setting Up Partner Connect
  After the vendor and partner agree on a plan to sync records between orgs, the admins can start the setup. The partner admin must complete Partner Connect setup in their org first, then the vendor admin completes setup in the vendor org.