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Planning for Object and Field Integration

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Planning for Object and Field Integration

To avoid revisiting the Partner Connect setup, we recommend that vendors and partners agree on a clear plan to integrate objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items that they want to integrate into the partner’s org. Sometimes admins from either org need to customize their Lead or Opportunity objects to integrate records smoothly.

Required Editions

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.
  • Partner Connect Object and Field Integration Considerations for Vendor
    Share key details about your object and field integration with your partner admin. Sometimes you must adjust objects, fields, or customize other settings to accommodate discrepancies in how each Salesforce org stores data.
  • Partner Connect Object and Field Integration Considerations for Partners
    Review your vendor’s plan for integrating objects and fields. Then decide how you want to map your objects and fields to your vendor’s selections. Sometimes, you can decide not to import or store fields that you don’t want, even if your vendor opted to share them. To import data into your Salesforce org successfully, make sure that you understand how your vendor uses each shared field. And verify that your selections meet the mapping requirements.
 
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