---
schema_version: "1"
id: 8ea1a9217c0be1ccbbdbb1b7fa3682b326e099a60b696832cd4b1c93a7356be1
title: Select a Partner to Connect With
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_setup_vendor_add_partner.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_vendor_add_partner.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 122378144cb5d99c9a5d4783f009f3c9c00ebf2e4b2aeb4878aae7356971193b
description: After giving partner admins permission to connect to the vendor’s Salesforce org, vendor admins kick off the Partner Connect setup process by selecting a partner company to connect with. After a vendor admin selects a partner, Salesforce sends an email to the partner admin with instructions on how to complete the connection request.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Select a Partner to Connect With

After giving partner admins permission to connect to the vendor’s Salesforce org, vendor admins kick off the Partner Connect setup process by selecting a partner company to connect with. After a vendor admin selects a partner, Salesforce sends an email to the partner admin with instructions on how to complete the connection request.

### 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>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d2437e52">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2437e52 ">To set up Partner Connect in a vendor org:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2437e52 ">Customize Application</td>
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Make sure you authorized this partner to connect with your org by assigning the Partner Admin Approved for Vendor Org Connection permission set.

1. From Setup, in the Quick Find box, enter PRM, and then select **Partner Connect for Vendors**.
2. Under Connect, from the Invite Partners to Connect section, click **Add Partner**.
3. Provide the partner account for the company you’re working with and the username of your partner admin, and then click **Save and Email Partner**.
    
    Partner Connect adds the partner account name to the external client app created for this connection. That way, you and other admins at your company can see which external client app connects you to each partner org. Partner Connect emails partner admin notifications to the partner user that you provide.

This vendor is added to the Partner list. An email is sent to the partner admin with details about your org and partner site that the partner admin must provide during their own Partner Connect setup. When the partner admin completes the connection between orgs, the connection status banner for this partner changes from Invitation Sent to Connected. But partner users can’t export records from your Experience Cloud partner site until all vendor and partner setup steps are complete.

The next setup step for vendor admins is to select the objects and fields that you want to integrate with your partner’s org. You can proceed to that step before the partner admin completes the connection between orgs.

#### See Also

- [Give Partners Permission to Establish a Connection with the Vendor Org](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_vendor_assign_partner_admin_perm_set.htm&release=264.0.0&type=5 "Before Partner Connect allows a partner admin to establish a connection with a vendor org, the vendor admin must first acknowledge the partner admin as a trusted contact. To do so, the vendor admin must assign the Partner Admin Approved for Vendor Org Connection permission set to the partner admin. Vendor admins must repeat this task each time they want to connect with a new partner Salesforce org.")
- [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.")
- [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.")
- [Connect to a Vendor Org with Legacy Partner Connect](https://help.salesforce.com/s/articleView?id=slack.prm_pc_setup_partner_add_vendor.htm&release=264.0.0&type=5 "After receiving an email from Salesforce, you have the details that are required to establish a connection with your vendor.")