---
schema_version: "1"
id: 36727256d49ef8245f4ddd3f4975129960f014f41dd72d5668185c25028aa2f8
title: Legacy Partner Connect Setup Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_setup_prereq_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_prereq_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee3621fc3a5834e1a1a4903b0def7b01405bbece5f8228151ac352161af4ed0c
description: Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Legacy Partner Connect Setup Prerequisites

Vendors and partners must work together to complete several prerequisites before beginning Partner Connect setup in Salesforce.

1. **[Planning Object and Field Integration for Legacy Partner Connect](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_prereq_mapping_plan.htm&release=264.0.0&type=5)**  
    To avoid revisiting your Partner Connect setup, we recommend that vendors and partners meet to agree on a clear plan for integrating objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items they want to integrate into the partner’s org. Sometimes admins from either org are required to customize their Lead or Opportunity objects to integrate records smoothly.
2. **[Creating Records That Establish the Vendor-Partner Relationship](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_prereq_establish_relationship.htm&release=264.0.0&type=5)**  
    Salesforce admins at both companies must create records that establish the vendor-partner relationship in Salesforce. Admins provide these records during Partner Connect setup.
3. **[Verifying Partner Users and Record Access](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_prereq_verify_partner_access.htm&release=264.0.0&type=5)**  
    For partner users to export records, partners must have permission to access the record from the vendor’s Experience Cloud partner site. Before you begin Partner Connect setup, we recommend that vendor admins check that partner users have the level of access that the vendor wants.