When vendor admins are ready to roll out Partner Connect, vendor admins must give
partners the permission to export records from your Experience Cloud partner site. We also
recommend verifying that partner users have permission to customize list views. That way,
partners can add the Export Status field to their list views, so they can see which leads and
opportunities have been exported to the partner org already. Salesforce admins don’t have access
to the Export Status field, so you can’t add the field to list views on partner users’
behalf.
Required Editions
| 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. |
| User Permissions
Needed |
| To assign permission sets to users: |
Customize Application |
After your partner admin is done with field mapping, you
can assign partner users the permissions to start using Partner Connect. Salesforce
doesn't notify you when partner field mapping is complete, so check in with the partner
admin if they don't follow up.
-
From Setup, in the Quick Find box, enter Permission Sets, and
select it.
-
Find the Partner User Approved for Exporting Records permission set.
This permissions set contains the Export Vendor Records to Authorized Partner Org user
permission.
-
Assign the permission set to Partner Connect users. Or if you want to give partner
users permission to customize list views, first clone the permission set, then add the
Create and Customize List Views permission to the clone. Then assign the cloned permission
set to partner users.
