You are here:
Setting Up Partner Connect as a Partner
Set up Partner Connect (for Partners) in Salesforce Go.
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. |
| User Permissions Needed | |
|---|---|
| To set up Partner Connect (for Partners) (Beta) | Customize Application |
- From the gear icon, select Salesforce Go.
- Search for Partner Connect (for Partners) (Beta) on the Salesforce Go Home page.
- Turn on Partner Connect (for Partners) (Beta).
-
Create a Salesforce integration user:
- Click Go to Setup.
- On the Users page, click New User.
- Fill in the required fields in the General Information section.
- In the Email field, enter the email address of the vendor admin.
- For User License, select Salesforce Integration.
- Save the user details.
The vendor admin receives an email with a link to create a password for the integration user, which they use to complete Partner Connect setup in their org. - Return to the Salesforce Go setup page and mark the step as complete.
-
Follow the instructions on the setup page to assign permissions to the integration
user.
Note To share only specific objects or configure field-level access, create a custom permission set instead of using the default permissions. -
Add the Synced Record Preview component to the record pages:
- Click Manage.
- Click Open in App Builder for the object whose record page you want to modify.
- In Lightning App Builder, search for Synced Record Preview.
- Drag the component to your preferred location on the page layout.
- Save your changes.
- Return to the setup page and mark this step as complete.
Did this article solve your issue?
Let us know so we can improve!
