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Vendor and partner admins can diagnose recurring export, import, and update issues by building Partner Connect status reports and working together to interpret the issues.
| User Permissions Needed | |
|---|---|
| To create, edit, and delete a Partner Connect Status Report in a private folder: | Create and Customize Reports AND View All Data |
| To create and update custom report types and build reports: | Manage Custom Report Types AND View Setup and Configuration AND View Roles & Role Hierarchy |
In some cases, resolving issues requires vendor and partner admins to both run Partner Connect reports and work together to compare and contrast issues. To cross-reference corresponding outbound and inbound transactions across reports, open the record that you want to trace from the report. Internal Record: Full Name shows leads and Internal Record: Opportunity Name shows opportunities. From the record view, check the connected external related list to see the name the external org is using for their version of the record. Next, each admin can return to their respective reports, check the corresponding outbound and inbound transaction statuses, and compare their findings.
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