---
schema_version: "1"
id: 4bb618711ff67b3f925815389de98a5153a3f465b4af296bc2f1f178c2cdfb43
title: Add Connected External Object Related Lists to Leads and Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_setup_add_cnnctd_extl_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_add_cnnctd_extl_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0d345a5015e7d3bc03ea9a0e112db02021413ae475bc06aa6d769a0a16329d97
description: If you opted to store read-only record updates made by users in the other Salesforce org, you must make those records available to your users. We recommend adding Connected External Lead and Connected External Opportunity as related lists to your Lead and Opportunity page layouts. Doing so lets users view their peer’s version of the record in the context of your org’s version of that same shared deal.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Add Connected External Object Related Lists to Leads and Opportunities

If you opted to store read-only record updates made by users in the other Salesforce org, you must make those records available to your users. We recommend adding Connected External Lead and Connected External Opportunity as related lists to your Lead and Opportunity page layouts. Doing so lets users view their peer’s version of the record in the context of your org’s version of that same shared deal.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales or Service. Vendors must purchase a <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9619e52">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9619e52 ">To set up Partner Connect in the vendor org: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9619e52 ">Customize Application</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9619e52 ">To set up Partner Connect in the partner org: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9619e52 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Set Up Partner Connect for a Partner Org</p>
            </td>
          </tr>
        </tbody>
      </table>

Before making read-only versions of your peer’s records available to users, Salesforce admins must also complete these prerequisites.

- The vendor admin must select the Send & Receive Updates option when selecting objects and fields to integrate with their partner’s org.
- Both vendor and partner admins must prepare the connected external objects for storing the records in their respective orgs.

1. From Setup, in the Quick Find Box, enter Partner Connect. Vendor admins select **Partner Connect for Vendors**. Partner admins select **Partner Connect**.
2. Under Configure, find the Add Connected External Object Related Lists to Page Layouts section. If you’re storing updates on any Lead fields, go to the page layout for Lead. If you’re storing updates on any Opportunity fields, go to the page layout for Opportunity.
3. From the Object Manager, click **Page Layout**, and then from the enhanced page layout editor palette, click **Related Lists**.
4. Drag the Connected External Lead or Connected External Opportunity related list from the palette to the Related Lists section of the page layout. Click **Save**.
5. Add the fields that you want to show on the related list. From the Related Lists section of the page layout, click ![Related list properties wrench icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-salesforce_prm-264-0-0-production-enus/35cdbed0-3c5d-4ddb-94ea-c7445aa90b95/resources-global/_corporate/images/wrench.png). Then add the fields that you want to users to see from the related list. We recommend adding the integrated fields that are most important to your sales reps.
6. Repeat steps 2–4 for every connected external object that you want users to see.

If you haven’t already, contact the admin at the other company to check in on setup progress. If all of these steps are completed, vendor admins are ready to give partner users permission to export records, rolling out Partner Connect.

- The vendor admin has invited a partner to connect and selected their objects and fields for integration.
- The partner admin has completed their field mappings.

#### See Also

- [Prepare Legacy Partner Connect Objects for Connected External Records](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_prepare_cnnctd_extl_objects.htm&release=264.0.0&type=5 "To let your users see and track the progress of shared leads and opportunities, you can opt to store a read-only version of the other org’s record in your own org. The Connected External Lead and Connected External Opportunity objects store these read-only records. Learn how vendor and partner admins can prepare the connected external objects to make sure they're ready to save the read-only records for Partner Connect.")