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.
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.
Role
Details
Vendor admins
A Salesforce admin at the vendor company. Vendor admins initiate each phase of
Partner Connect planning and setup. During setup, vendor admins must designate a
partner admin, including assigning partner admins permissions within the vendor
Salesforce org. Vendor admins also run error reports and, when necessary, work with
the partner admin and the partner IT professional to resolve issues.
Partner admins
A Salesforce admin at the partner company. Partner admins respond to vendor admin
requests for planning and completing Partner Connect setup. Partner admins also
receive setup and import status emails. Partner admins also run error reports and,
when necessary, work with the vendor admin and the partner IT professional to resolve
issues.
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