Published at: 2026-09-17
Partner connect channel process rules and limitations
| Rule category | Key rule |
|---|---|
| Connection | A connected company requires a valid contact and mobile number. |
| Permission | Application, role, field, and data scope permissions control visibility separately. |
| Transaction | An applicable price book and available products must be configured before a partner can place an order. |
Connection rules
- A new connected company must have a valid Partner Contact.
- The contact must have a mobile number, which is used to provision access for the connected contact.
- During bulk import, members with the same company name are grouped under one company.
- Each company in a bulk import must have at least one system administrator.
- A company with an existing partner relationship cannot be selected again.
Permission rules
- A partner user must have an external role to use Partner Connect.
- An application can be provided to all downstream enterprises, selected companies, or selected connected contacts within selected companies.
- Object, field, record type, layout, and record data scope permissions are controlled separately.
Business rules
- A lead pool supports assignment, claiming, and reclamation.
- A public account pool supports assignment, claiming, reclamation, and retention limits.
- Opportunity registration can start an approval and stage progression process.
- An applicable price book and products within the selling scope must be configured before a downstream partner can place an order.
- Opportunity duplicate checks can use the project name and project number.
Feature availability
The source documentation identifies Partner Field Sales (Visit Sales) as a limited-release feature. Username-and-password sign-in is also enabled for selected customers based on their requirements.