To invite users to join the Partner Community, log into the Partner Community, then navigate to the Manage Users tab. From this page, you have the option to manage your users and send an invitation to a colleague and invite them to join your Partner Community.
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You can also check your Partner Community Access Page to see whether you have permission to manage users:
- From anywhere in the Salesforce Partner Community, click your picture at the top right.
- Click the My Profile link.
- Select Partner Community Access.
How do I add myself to the Salesforce partner community?
To add you to the team, the support team will need to manually link you to your team’s Partner Community environment. Please email [email protected] with your username and the name of your company so you can be manually added to the team.
Which Salesforce username should I use to access the partner community?
You can use your existing Salesforce username to access the Partner Community. I have multiple usernames, which should I use? Choose the Salesforce username that you use for everyday work.
Why should I become a Salesforce partner?
Why should I become a Salesforce Partner? We help you plan your app or solution strategy, develop Salesforce expertise, create a go-to-market strategy, generate customer demand, and support your ongoing success as part of our thriving Salesforce ecosystem.
Is there a substitute for experience in the Salesforce partner community?
But your next step is to log in and spend some time on the Salesforce Partner Community. There’s no substitute for experience. We look forward to seeing you there, and we’re excited to work with you. See you there!
How do I give access to a Salesforce partner community?
To invite users to join the Partner Community, log into the Partner Community, then navigate to the Manage Users tab. From this page, you have the option to manage your users and send an invitation to a colleague and invite them to join your Partner Community.
How can I access my partners community?
To get access, you need a Salesforce org. Sign up for a free org at p.force.com/freeorg. Go to p.force.com. Select 'Join Now', then 'Join the Partner Community'.
How do I assign a partner community license in Salesforce?
Create Partner UsersView the partner account contact you want to convert to a partner user.On the contact detail page, click Manage External User and choose Enable Partner User. ... Edit the user record for this partner and assign a partner license, role, and profile. ... Click Save.
How do I edit my partner community in Salesforce?
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What is difference between partner community and customer community in Salesforce?
Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.
How do I open a community portal in Salesforce?
How to enable community in Salesforce? To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it. Note: You cannot change your domain name once you save it.
What is partner community license in Salesforce?
The Partner Community license is similar to a Gold Partner license and is well-suited for business-to-business communities, such as a partner community. This online help page shows which features are available to users with Customer Community, Customer Community Plus, or Partner Community licenses.
What is a prerequisite for creating a user that has a partner community license?
Required Editions A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can't be associated with person accounts. Partner Community licenses don't require a unique username, which leaves the username uniqueness requirement up to you.
How do I create a partner role 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.
How do I enable partner user?
Create Partner UsersView the partner account contact you want to convert to a partner user.On the contact detail page, click Manage External User and choose Enable Partner User. ... Edit the user record for this partner and assign a partner license, role, and profile. ... Click Save.
How do I enable a community user in Salesforce?
Ensure that communities are enabled for your org.From Setup, in the Quick Find box, enter Profiles , then select Profiles.On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile.More items...
What is partner portal user 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.
What is Salesforce platform?
The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.
How to add a user to a team?
To add a user to your team: On the Manage Users tab, click Invite User on the top right. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. To change the permissions for an existing user on your team, go to that user's entry on the Manage Users page.
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.
