Published at: 2026-09-17
Partner connect core terms
This reference defines the principal business objects, fields, statuses, and rules used in Partner Connect.
| Term | Definition |
|---|---|
| Partner | A downstream enterprise that has established a channel partnership with an upstream enterprise. |
| Connected company | A company connected to an upstream enterprise through Enterprise Interconnection. It can be an existing Partner record or a new Partner created while the connection is added. |
| Connected contact | A person who uses interconnected applications on behalf of the connected company. The person’s mobile number is used to provision the access account. |
| Interconnected application | An application capability that an upstream enterprise makes available to a downstream enterprise. Partner Connect is one such application. |
| External role | A role that an upstream enterprise assigns to a downstream user. It determines object access, field access, and data scope. |
| Partner lead pool | A pool of leads prepared by an upstream enterprise for partners, with rules for assignment, claiming, and reclamation. |
| Public account pool | A pool of account resources prepared by an upstream enterprise for partners, with rules for assignment, claiming, and reclamation. |
| Account registration | Business information about a prospective account submitted by a downstream partner for upstream approval, helping prevent channel conflict among partners. |
| Opportunity registration | Project opportunity information submitted by a downstream partner and reviewed through the process configured by the upstream enterprise. |
| Selling permission | Product and price restrictions that an upstream enterprise applies to different partners through products and price books. |
| Interconnected workflow step | A step in an approval workflow, business workflow, or stage progression that allows external users to participate. |
| Partner Field Sales | Field sales capabilities made available to partners. The source documentation identifies this as a limited-release feature. |
Terminology guidelines
Use the complete term at its first occurrence in an article. A shortened form may be used afterward when the meaning is clear from context. Object, role, and application names should match the labels displayed in your system.