---
schema_version: "1"
id: 7045f4e28085b280ea5d0aee2aea998eea22f63208ed170f5af0d63574eaa264
title: Planning for Object and Field Integration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_prm_prereq_mapping_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_prm_prereq_mapping_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6584b921739fbaf54eccb554bd7071ab0d7f2bd66648d41b6a9292e80ea84f1e
description: To avoid revisiting the Partner Connect setup, we recommend that vendors and partners agree on a clear plan to integrate objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items that they want to integrate into the partner’s org. Sometimes admins from either org need to customize their Lead or Opportunity objects to integrate records smoothly.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Planning for Object and Field Integration

To avoid revisiting the Partner Connect setup, we recommend that vendors and partners agree on a clear plan to integrate objects and fields across Salesforce orgs. Vendor admins kick off planning by creating a list of the items that they want to integrate into the partner’s org. Sometimes admins from either org need to customize their Lead or Opportunity objects to integrate records smoothly.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong> Editions in Agentforce for Sales with Partner Ecosystem Management - Members, Partner Ecosystem Management - Login and <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>. Partners aren’t required to purchase any licenses to use Partner Connect.</td></tr></tbody></table>

- **[Partner Connect Object and Field Integration Considerations for Vendor](https://help.salesforce.com/s/articleView?id=xcloud.pc_prm_mapping_consideration_vendor.htm&release=264.0.0&type=5)**  
    Share key details about your object and field integration with your partner admin. Sometimes you must adjust objects, fields, or customize other settings to accommodate discrepancies in how each Salesforce org stores data.
- **[Partner Connect Object and Field Integration Considerations for Partners](https://help.salesforce.com/s/articleView?id=xcloud.pc_prm_mapping_consideration_partner.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. Sometimes, 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 each shared field. And verify that your selections meet the mapping requirements.