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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.
| 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. |
We recommend that vendor admins verify partner access to vendor records that’s provided in any of these ways.
After vendor and partner admins complete the Partner Connect setup prerequisites, the vendor admin can kick off the Partner Connect setup process.
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