--- schema_version: "1" id: 239f13e17f66819ddbc7c72b2937caedbffdbbb83d59c6da6f3f932b5e75b1dd title: How Legacy Partner Connect Helps Vendors and Partners Integrate Shared Business collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c2c50459d39f7d7ff52869f6813113faf8c879d7ad4b428d9287d93c43ec2864 description: Vendors and partners already work together to sell complementary products and services. Why not incorporate technology that makes collaboration easier? Partner Connect lets vendors and partners automate lead and opportunity management between their Salesforce orgs to save time, collaborate transparently, and increase revenue. products: - Sales - Slack - Cross Cloud release: "264" --- # How Legacy Partner Connect Helps Vendors and Partners Integrate Shared Business Vendors and partners already work together to sell complementary products and services. Why not incorporate technology that makes collaboration easier? Partner Connect lets vendors and partners automate lead and opportunity management between their Salesforce orgs to save time, collaborate transparently, and increase revenue.
Available in Lightning Experience in Enterprise and Unlimited Editions with Sales or Service. Vendors must purchase a PRM add-on license for the partner admin user and each partner user who exports records. Partners aren’t required to purchase PRM licenses to use Legacy Partner Connect.
## Selling with Your Partners, Not Through Them Strategic partnerships between vendors and partners can play out in a multitude of ways. For vendors and partners who sell shared solutions to customers collaboratively, managing deals across companies can become tedious. Manual steps, multiple points of contact, and incompatible technology introduce inefficiency for sellers and reduce selling velocity. Partner Connect streamlines collaborative selling because it provides visibility on shared deals while allowing vendors and partners to work from the comfort of their own Salesforce orgs. Partners users can log in to the vendor's Experience Cloud partner site, peruse the leads or opportunities that the vendor has provided access to, and select records of interest (1). Then a partner can securely export selected records to the partners own Salesforce org (2). Our external client apps service authorizes the connection, ensuring a secure data exchange. ![An opportunity list view in an Experience Cloud partner site highligting four selected opportunities for the Acme account (1) and highlighting the Export to My CRM button (2).](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_pc_partner_exp.png) Vendors set the tone of the collaboration by establishing which objects and fields are shared and which partner users are allowed to export records. And because Partner Connect doesn’t override the vendor’s record sharing settings, partners can export only records that partners have access to from the partner site. ## Tracking How Shared Business Evolves Because working and tracking deals independently is essential for vendors and partners to drive the success of their own businesses, Partner Connect doesn't keep shared deals in sync across orgs. Instead, after a vendor’s record is imported into the org of an authorized partner, each version can evolve independently, so sellers at both companies can set their own sales stages and deal sizes. And sales leaders at both companies can track and analyze their own deal progress. But vendors and partners also crave visibility into their collaborators' side of the business. Maybe the vendor who originally sourced the exported leads wants to analyze which leads were converted to opportunities that the partner won. Or maybe partner sellers can identify upsell opportunities on vendor deals, but because partners can't access the deals, potential revenue is lost for both companies. To achieve the visibility necessary to sell together effectively, Partner Connect provides vendors and partners with a read-only glimpse of their peers' version of the shared deal. ![Connected external opportunity related list on an imported opportunity](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_pc_cnctd_extl_oppty.png) Only the fields that vendors and partners agree on integrating are shared, so companies choose to integrate only the data necessary for their business partnership to flourish. ## Supporting Unique Selling Relationships Partner Connect provides the flexibility to nurture multiple vendor-partner relationships and to assume the role that best aligns with your arrangement. Vendors can connect and share records with up to 50 unique partner orgs. ![A diagram showing a vendor org connected to three unique partner orgs](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/salesforce_prm/images/prm_pc_diagram_multi_partner.png) Partners can connect with up to 50 vendors. It’s also possible to play the role of vendor in some connections while playing the role of partner in others. Your only limitation is that you can’t connect to the same org as both a vendor and partner. #### See Also - [Legacy Partner Connect Security and Design](https://help.salesforce.com/s/articleView?id=slack.prm_pc_security.htm&release=264.0.0&type=5 "External Client Apps allow Partner Connect to establish a secure connection between a vendor and partner Salesforce org using APIs and security protocols. As vendor and partner admins work through Partner Connect setup, Partner Connect deploys a dedicated app to each org that uses OAuth 2.0 client credentials to securely integrate the two orgs. After a secure connection is established, partners can export approved records from the vendor’s Experience Cloud site to their own partner org. Both vendors and partners get a view of how progress is going in the opposite system from a read-only child record that Partner Connect creates automatically.") - [Legacy Partner Connect Limits and Limitations](https://help.salesforce.com/s/articleView?id=slack.prm_pc_limits.htm&release=264.0.0&type=5 "Review limits and limitations for Partner Connect.") - [Legacy Partner Connect Roles and Responsibilities](https://help.salesforce.com/s/articleView?id=slack.prm_pc_roles_responsibilites.htm&release=264.0.0&type=5 "After a vendor company selects a partner company with whom they want to integrate records, companies must designate a vendor admin and partner admin. Admins must have the bandwidth to collaborate on Partner Connect planning, setup, and maintenance. If record export, import, or update issues occur, an IT professional at the partner company can also offer support.") - [Export Vendor Records to Your Salesforce Org and View Vendor Record Updates](https://help.salesforce.com/s/articleView?id=slack.prm_pc_partner_export.htm&release=264.0.0&type=5 "Partner Connect lets partner users export a vendor’s leads or opportunities from the vendor’s Experience Cloud partner site to their own Salesforce org. If the feature is configured, partner users also get a read-only glimpse of how the record is progressing in the vendor's system. If the admin with the vendor company gave users permission to create and customize list views, partner users can also add the Export Status field to Lead and Opportunity list views.") - [How Legacy Partner Connect Exports, Imports, and Integrates Records Across Orgs](https://help.salesforce.com/s/articleView?id=slack.prm_pc_overview_how_biz_tracked.htm&release=264.0.0&type=5 "Learn about how Partner Connect lets vendors and partners work on shared leads and opportunities independently while still providing cross-org visibility into how each record is progressing.")