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Partner Connect Setup Prerequisites

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Partner Connect Setup Prerequisites

Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.

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.
  • 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.
  • Verifying Object, Field, and Record Access for Partner Users
    For partner users to export records, partners must have permission to access the record from the vendor’s Experience Cloud partner site. Before you begin Partner Connect setup, we recommend that vendor admins check that partner users have the level of access that the vendor wants.
 
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