Creating Records That Establish the Vendor-Partner Relationship

Salesforce admins at both companies must create records that establish the vendor-partner relationship in Salesforce. Admins provide these records during Partner Connect setup.

• From the vendor org, the vendor admin must complete these steps.
• • Verify that the vendor org has a partner account that represents the partner company.
  • Verify that the vendor org has a partner user to represent the partner admin and that the user has access to the vendor’s Experience Cloud partner site. The partner user must be added as a related contact on the partner account that represents the partner company.
  • Verify that the vendor org includes a partner user for each user whom the vendor wants to export records.
• From the partner org, the partner admin must verify that the partner org has an account that represents the vendor company. The account can be an Account or a Partner Account. For more details, see Create Records from Object Home Pages andPartner Accounts on Help.