Setting Up Partner Connect

After the vendor and partner agree on a plan to sync records between orgs, the admins can start the setup. The partner admin must complete Partner Connect setup in their org first, then the vendor admin completes setup in the vendor org.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions in Agentforce for Sales with Partner Ecosystem Management - Members, Partner Ecosystem Management - Login and PRM add-on license. Partners aren’t required to purchase any licenses to use Partner Connect.

Set up Partner Connect in this order:

Partner admin setup: Set Up Partner Connect as a Partner
Vendor admin setup: Set Up Partner Connect as a Vendor

Setting Up Partner Connect as a Partner
Set up Partner Connect (for Partners) in Salesforce Go.
Setting Up Partner Connect as a Vendor
After the partner admin completes the setup in their org, use the email link to create a password for the integration user and then proceed with the setup in your org.