Published at: 2026-09-17
Enterprise interconnection and application access quick start
This tutorial helps an upstream enterprise connect with a partner, enable Partner Connect, and assign an external role.
Before you start
- The Partner object is enabled.
- You have a Partner record and a contact with a mobile number.
- You know which interconnected applications to provide.
Establish the connection
- Go to Setup > Interconnection Management > Enterprise Interconnection > Interconnected Accounts.
- Select Add Connected Company.
- Select an existing partner, or create a Partner and Partner Contact.
- Select Partner Connect.
- Add a connected contact and save the configuration.
If the partner already has a ShareCRM account, send an invitation code instead.
Assign a role
- Open the Partner Connect interconnected application.
- Set the external access scope.
- Assign the Partner User role to the downstream user.
- Save the configuration and ask the partner to sign in.
Verify the result
Confirm that the partner can open the Partner Connect home page and see the applications you provided. If an entry is missing, check the application scope and role assignment.