How to create partner portal in salesforce


Create a Partner Portal.

  • From Setup, enter Digital Experiences in the Quick Find box, then select Settings.
  • Select Enable Digital Experiences.
  • If enhanced domains are enabled in your org, your digital experiences domain is shown. It includes your My Domain name in the format
  • If enhanced domains aren’t enabled in your org, select a domain name, and click Check Availability to make sure that it’s not already in use. We …
  • Click Check Availability to make sure the domain is available.
  • Click Save, then OK.
Enable Partner Accounts and Create Partner Users
  1. From the App Launcher, select Accounts.
  2. Select the All Accounts list view.
  3. Click Edge Communications.
  4. Click the dropdown menu to see all the quick actions available for the page.
  5. Click Enable as Partner.
  6. In the confirmation dialog, select Enable As Partner.


How to find top Salesforce partners?

You can find Salesforce certified consultants that specialize in serving the higher education community. Check out tools to help you find and work with a partner in your implementation of Salesforce. If you need some help choosing a consultant, review our “ How to Choose a Salesforce Consulting Partner ” blog.

How do I become a Salesforce partner?

Registration costs $6000 (yes, thousand) and you only get 2 attempts to pass

  • Administrator – there are 2 exams, Administrator and Advanced Administrator. …
  • Implementation Experts – there are 2 exams, Sales Cloud and Service Cloud, and both are highly coveted among the SI Partners and within the Partner channel though, among the …
  • Developers – there are 2 exams, Developer and Advanced Developer. …

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How to become a Salesforce partner?

PMC Includes:

  • Marketing How-to’s: Best practices to plan and execute a variety of marketing campaigns and events
  • Ready-made email campaigns: Generate new leads with emails and matching landing pages.
  • Industry & product content: Incorporate into your existing marketing and go-to-market activities

What are the available portals in Salesforce?

  • Determine which pages and fields customers see with page layouts and field-level security
  • Manage customers with profiles, roles, and sharing rules
  • Provide and organize documents via Salesforce CRM Content or the Documents tab
  • Create a knowledge base for your customers using Salesforce Knowledge

More items…


How do you make a partner portal?

To get your channels partners to actually use your portal, and use it to its fullest extent, follow these six best practices:Establish a Relationship With Your Partners. … Organize Content So It’s Easy to Find. … Personalize Your Portal. … Keep Content Timely & Trustworthy. … Keep Content Consistent.More items…•

What is partner portal in Salesforce?

Partner Portal:-A partner portal allows partner users to log in to Salesforce through a separate website than your non-partner users. Partner users can only see the data that you have made available to them. Furthermore, partner users can only manipulate data if you give them the appropriate user permissions.

How do I create a portal in Salesforce?

How to Enable Customer PortalFrom Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.Click Edit.Select Enable Customer Portal.Click Save.Continue setting up the portal.View of Customer Portal after Enable.Click Edit.More items…•

How do I log into my partner portal in Salesforce?

Sign UpGo to Join Now, then Join the Partner Community.Click Log In with Salesforce and use your org credentials.Complete the Signup Wizard as a new or existing consulting partner. If you’re a new partner, read and accept the Partner Master Agreement.

What is a partner portal?

What Is a Partner Portal? A partner portal is a web-based site that’s a one-stop shop for firms doing business with each other — connecting existing partners is the key. The portal should have the tools that partners need to build revenue, create marketing programs, and educate their teams.

What is Partner portal and Customer Portal?

Partner / Customer Portal Partner portal is for your, well, Partners, who need to work with Leads, Contacts, Opportunities, etc. Customer Portal is more focused on support needs, so your customers can interact with cases. Partner licenses, having more access to the core CRM features, were significantly more expensive.

How many portals can you have in Salesforce?

There are 3 types of Portals: Customer Portal. Partner Portal. Self Service Portal.

How do I deploy a partner community in Salesforce?

Manually create the new site in the target org with the same parameters (domain, name, template). Use metadata to deploy the network and custom Site metadata types into the target org. Use metadata to extract the siteDotCom metadata type, or use the Export This Site option from your source org.

How do I create a Self-Service portal in Salesforce?

From Setup, enter Self Service Portal in the Quick Find box, then select Settings. Click Self-Service Setup on the Self-Service Settings page. Allows users to log into the Self-Service portal. Displays the Enable Self-Service button on contact detail pages.

How do I become a Salesforce partner?

How it worksSubmit an Application. Sign up for the Salesforce Partner Community to begin the application process.Prospect Completes DDQ (Due Diligence Questionnaire) … Partner Operations Review. … Legal Review. … Partnership Activation.

What is a partner user in Salesforce?

Partner users are Salesforce users with limited capabilities. They are external to your organization but sell your products or servicesthrough indirect sales channels. They are associated with a particular partner account, have limited access to your organization’s data,and log in via a partner portal.

What are the permissions for a partner portal?

The permissions you assign to partner portal users define what functions they can perform within your organization’s partner portal,such as whether users can view, create, or edit cases and custom object records. When you enable a partner portal, the Partner Userprofile is automatically created for your organization. The Partner User profile cannot be modified.

What is a partner super user?

Partner super users have access to data owned by all partner users and partner super users in the same role and those below themin the portal account hierarchy, even if the organization-wide default setting is Private. Partner super user access applies to cases,leads, custom objects, and opportunities only.

What happens when you delete a portal role?

When you create a partner portal role, the hierarchy of the new portal role is automatically determined and created bottom-up.

What is a channel manager in Salesforce?

Channelmanagers are associated with partner accounts by account ownership. A channel manager whoowns a partner account can access all the information and manage all the activities of the partneraccount, including that of any partner user associated with the partner account. This allows thechannel manager to easily keep up-to-date on partner activities.

What is the role hierarchy in Salesforce?

Your role hierarchy determines what data your users can access. Users can always view and edit records that they own. In addition, userscan always view, edit, and report on data owned by or shared with users below them in your role hierarchy. Channel manager roles arealways directly above their partner users’ roles in the hierarchy, giving channel managers access to all of the data owned by the partnersthey manage. When partner users are created on a partner account, Salesforce automatically places the partner users’ role beneath therole of the channel manager who owns that partner account. To help you manage your channel managers and partner users, create alogical channel manager role structure.

How does partner relationship management work?

Partner relationship management allows companies to maximize the return on their channelinvestments and increase channel revenues by managing, tracking, and forecasting channel businessalongside their direct sales business. It also helps partners sell more effectively, close more business,and achieve greater profits.


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