---
schema_version: "1"
id: 1fecad2b2cc6354fdf577e058af218c0d0787fa2b69690a8de1c44bdca243dee
title: Configure Partner Org Settings for Legacy Partner Connect
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_setup_partner_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_partner_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 018727cd490ca37d76d7eefcfc83a93fa96137dcb25f39aaa075f14230310ac8
description: Before completing the vendor’s connection request, partner admins must manage their required fields. If partners want to store read-only versions of their vendor’s records locally, partner admins must also prepare Partner Connect objects for storing the vendor records. To make sure users can see the vendor records from the partner org, partner admins must add related lists for Partner Connect objects to their Lead and Opportunity page layouts.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Configure Partner Org Settings for Legacy Partner Connect

Before completing the vendor’s connection request, partner admins must manage their required fields. If partners want to store read-only versions of their vendor’s records locally, partner admins must also prepare Partner Connect objects for storing the vendor records. To make sure users can see the vendor records from the partner org, partner admins must add related lists for Partner Connect objects to their Lead and Opportunity page layouts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        </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="d6367e27">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6367e27 ">To turn on Partner Connect in the partner org: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6367e27 ">
              <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>

1. [Managing the required fields on the objects you plan to integrate with your vendor.](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_partner_manage_req_fields.htm&release=264.0.0&type=5 "Review your vendor’s plan for integrating objects and fields. Then decide how you want to map your objects and fields to your vendor’s selections. In some cases, you can decide not to import or store fields that you don’t want, even if your vendor opted to share them. To import data into your Salesforce org successfully, make sure that you understand how your vendor uses every field they want to share, and verify that your selections meet the mapping requirements.")
2. [Prepare Partner Connect objects for storing 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.") if you want to store read-only versions of their vendor’s records locally.
3. [Add Partner Connect object related lists to Lead and Opportunity page layouts](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_add_cnnctd_extl_objects.htm&release=264.0.0&type=5 "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.") if you want users to see the read-only versions of the vendor records from your org.

After configuring partner org settings, you’re ready to complete your vendor’s connection request.