Slaesforce FAQ

how to access partner license in salesforce

by Jaleel Walsh Published 2 years ago Updated 2 years ago
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Go to partners.salesforce.com. Click Join Now, then Join the Partner Community. Click Log In with Salesforce and use your org credentials.

Full Answer

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 Salesforce.com Partner channel though, among the ...
  • Developers – there are 2 exams, Developer and Advanced Developer. ...

More items...

How to become 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

How to find a Salesforce partner?

  • To open new markets for them – ding, ding, ding! We have a winner! ...
  • To run joint marketing programs – this is different than marketing to their customer base; this is co-marketing to potential prospects for both of you. ...
  • To resell or OEM their product - unless the company has a reseller program, it is going to be difficult to make this happen. ...

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.

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How do I access partner portal in Salesforce?

Go to partners.salesforce.com. Click Join Now, then Join the Partner Community. Click Log In with Salesforce and use your org credentials.

How do I view my Salesforce licenses?

To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.

How do I enable partner license in Salesforce?

Required Editions and User PermissionsCreate a business account.Click Manage External Account, and then click Enable as Partner. ... In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.Click Confirm.

What is partner access in Salesforce?

Partner users are Salesforce users with access to CRM objects such as opportunities, leads, and campaigns. Partner users can access Salesforce data when they're invited to a site.

How do you see how many Salesforce licenses you have left?

0:000:56How Many Licenses Have I Used? | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSet licenses your feature licenses. And your usage-based. Entitlements. If you haven't seen theMoreSet licenses your feature licenses. And your usage-based. Entitlements. If you haven't seen the company information page before i recommend checking it out it's got lots of useful stuff. On there.

What are the licenses available in Salesforce?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

How do I activate my partner account?

Enable Partner Accounts and Create Partner UsersFrom the App Launcher, select Accounts.Select the All Accounts list view.Click Edge Communications.Click the dropdown menu to see all the quick actions available for the page.Click Enable as Partner.In the confirmation dialog, select Enable As Partner.

How do I edit my partner community in Salesforce?

4:1213:59Setting up Salesforce Partner Community Portal From ScratchYouTubeStart of suggested clipEnd of suggested clipBut I wanted to show you today the new native content capability that exists within Salesforce. SoMoreBut I wanted to show you today the new native content capability that exists within Salesforce. So Salesforce now has the ability to manage content internally in the application. And rich text format.

How do I know if an account is partner in Salesforce?

Enable a Partner AccountClick Administration in the upper left corner and click Salesforce Setup from the menu selector.Click the App Launcher. ... Click the Accounts tab.Click the down arrow next to Recently Viewed accounts, then select All Accounts from the list view.Click sForce.More items...

How do I use partners in Salesforce?

In the Partner column, enter the name of an account. In Lightning Experience, you can add multiple partners at a time. In Salesforce Classic, you can also create an account by opening the lookup dialog and clicking New. In the Role column, choose the role that the partner account plays in the account or opportunity.

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.

What is a partner account?

An account at a brokerage held by two or more people in which each person is equally liable. The account holders may or may not have a written agreement on the rights and obligations each one has in the partnership account.

What is Salesforce platform license?

Salesforce platform license is for users who need to access custom or AppExchange apps but not standard CRM functionality. These users have access to core platform functionality such as accounts, contacts, custom tabs, reports, dashboards and documents but are restricted in other ways.

What is a knowledge only user in Salesforce?

Knowledge Only User. Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs.

What is a partner user in Salesforce?

Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data you share with them by logging in to a portal. Let’s create some partner users.

What is Ursa Major's first step in expanding its business with partner resellers?

Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Experience Cloud to make data sharing a breeze.

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 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.

Why is tracking partner activity important?

Tracking partner activity is important to ensure that your leads and opportunities are being managedeffectively. Using the Partner Account field on leads and opportunities, you can create customreports and list views that help you track the work partner users are doing.

What is Salesforce Partner Community?

The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It’s where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.

What is Salesforce certification?

Salesforce offers certifications for partners, organized into several tracks based on different roles. Partner User Groups are great for getting together with other partners in your local area and discussing business, Salesforce products, partner activities, and more.

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