Published at: 2026-09-17

Configure enterprise interconnection and application access

An upstream enterprise can establish a connection by adding a partner directly or by sending an invitation code, then enable applications and assign roles.

Before you start

[!IMPORTANT] - Confirm that your account can configure Enterprise Interconnection and interconnected applications. - Confirm that partner management and the required applications are enabled.

Add a company without a ShareCRM account

  1. Open the Partner list and select Open an Interconnected Account for the target partner. You can also go to Setup > Interconnection Management > Enterprise Interconnection > Interconnected Accounts, then select Add Connected Company.
  2. Set the connected company type to Partner.
  3. Select an existing partner or create a Partner record.
Companies that already have a partner relationship are unavailable and cannot be selected again.
  1. When creating a partner, also create a Partner Contact.
  2. Verify the contact’s mobile number. The system uses this number to provision access for the connected contact.
You can also create the Partner record first in the CRM. Then open the Partner record and create a Partner Contact from its related Contacts object.
  1. Select Partner Connect and any other interconnected applications to provide. Partner Connect is enabled by default for a Partner-type company. You can also enable Partner Academy and Announcements.
  2. Add a connected contact and save.
After saving, review the members available in the intercompany group and confirm that the expected internal and external users are present.
For a bulk import, members with the same company name are grouped under one company. Each company must have at least one system administrator, who can also be a connected contact. The system imports only partners whose contacts have valid mobile numbers, and imported members become connected contacts by default. After import, you can edit the internal owner, user tags, type, and level.
You can select multiple Partner records and enable applications for several connected companies at once. Before enabling them, the system verifies that each Partner includes a contact with a valid mobile number.

Invite a company with a ShareCRM account

  1. Select Add Connected Company from the connected company list.
  2. Select the option to send your company’s invitation code.
  3. Send the code to the partner company.
  4. Wait for the partner to submit a connection request.
  5. Approve the request.
  6. Assign roles to downstream users in the interconnected application.

Enable applications

Select Partner Connect for the connected company. Select Partner Academy or Announcements if the partner also needs those applications.

Verify the setup

Review the connected company, connected contact, applications, and roles. Ask the partner to sign in with the connected contact’s mobile number and confirm that Partner Connect is available.

Expected result

The connected company, contact, applications, and roles are configured, and the partner can sign in to Partner Connect.

Troubleshooting

  • An entry or submission action is unavailable: Check the access scope and business prerequisites.
  • A configuration change is not effective: Check the application scope, role permissions, and dependent rules.
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Enterprise interconnection and application access quick start
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