Set up Partner Connect (for Partners) in Salesforce Go.
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. |
| User Permissions Needed |
| To set up Partner Connect (for Partners) (Beta) |
Customize Application |
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From the gear icon, select Salesforce Go.
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Search for Partner Connect (for Partners) (Beta) on the Salesforce Go Home page.
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Turn on Partner Connect (for Partners) (Beta).
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Create a Salesforce integration user:
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Click Go to Setup.
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On the Users page, click New User.
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Fill in the required fields in the General Information section.
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In the Email field, enter the email address of the vendor admin.
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For User License, select Salesforce Integration.
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Save the user details.
The vendor admin receives an email with a link to create a password for the
integration user, which they use to complete Partner Connect setup in their org.
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Return to the Salesforce Go setup page and mark the step as complete.
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Follow the instructions on the setup page to assign permissions to the integration
user.
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Add the Synced Record Preview component to the record pages:
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Click Manage.
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Click Open in App Builder for the object whose record page you
want to modify.
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In Lightning App Builder, search for Synced Record Preview.
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Drag the component to your preferred location on the page layout.
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Save your changes.
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Return to the setup page and mark this step as complete.
Note To share specific objects or configure field-level access, create a custom permission set instead of using the default permissions. Limit the integration user’s access to only the objects and fields that are synced between the vendor and partner.