Click Add Member on the Group Members related list on a Group type Loyalty Program Member record. Click Add Member to Group on the Associated Groups related list on an Individual or a Corporate type Loyalty Program Member record. From the App Launcher, find and select Loyalty Program Group Member Relationships.
Full Answer
What happens when you create a partner account in Salesforce?
Now that we’ve created partner accounts, we can convert their contacts to partner users. 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.
How do I change the number of partner roles in Salesforce?
Next, we’re going to change the number of partner roles to two. We touch on what this means later on in the project, but it’s essential to make this change now. From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Under Role and User Settings, increase the number of partner roles to 2. Click Save.
How to add partner user buttons to contact pages in Salesforce?
Drag the Enable as Partner and Disable Partner Account buttons to the Salesforce Mobile and Lightning Experience Actions section. Click Quick Save. Now add the partner user buttons to the contact page layout.
How to enable partner user in Salesforce mobile&Lightning?
Click Contact | Page Layouts | Contact Layout. In the page layout editor, click Mobile & Lightning Actions. Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section. Click Quick Save.
What is Gold Partner license Salesforce?
Gold Partner. Channel Account. Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Gold Partner. Refer to the permissions table found in the Communities User Licenses to see the permissions allowed by your equivalent license.
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 assign a license to a user in Salesforce?
Assign Licenses to UsersFrom Setup, in the Quick Find box, enter Permission , and then select Permission Sets.Select one of the two permission set labels. ... Click Manage Assignments.On the Assigned Users page, click Add Assignments.Select the users you want to assign licenses to, and click Assign.
How do I add 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 you set up a partner community?
0:5716:08How to create your first Partner Community + Community BuilderYouTubeStart of suggested clipEnd of suggested clipAnd this is where it will take you just to show you we're going to use partner central. So click onMoreAnd this is where it will take you just to show you we're going to use partner central. So click on new community. And you'll see all these different options here i'm going to pick partner central.
How do I set up a partner community?
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 assign a license to multiple users in Salesforce?
To assign a permission set license to multiple users:From Setup, in the Quick Find box, enter Company Information , and then select Company Information. ... Click the name of the permission set license that you want to assign users to.On the permission set license's detail page, click Assign Users.More items...
What are the different types of Salesforce user licenses?
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 many types of Salesforce licenses are there?
Salesforce provides licenses in six different types of licenses. Listed below: Customer Community: It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge.
How do I change partner roles in Salesforce?
Let's follow along and change the roles of a few partner users.From Setup, enter users in the Quick Find box, then select Users | Users.Click Edit next to Levy, Babara.Change her role to Express Logistics and Transport Partner Manager.Click Save.More items...
How do you set up the account hierarchy?
Account hierarchies display accounts related via the Parent Account field. To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy. From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
How do I enable partner account in Salesforce?
Create Partner AccountsCreate 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 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 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.
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 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 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.
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.
How to enable sforce as a partner?
Click the Accounts tab. Click the down arrow next to Recently Viewed accounts, then select All Accounts from the list view. Click sForce. Click the down arrow next to the action buttons. Select Enable As Partner. Click Enable As Partner from the popup.
How to assign permissions to a user?
Assign the User to the Permission Set 1 From Service Setup, enter Permission in the Quick Find box and select Permission Sets. 2 Click Partner Site Permission Set. 3 Click Manage Assignments. 4 Click Add Assignments. 5 Click the box (add a check) next to Kate Johnson. 6 Click Assign, then OK.#N#Note: The welcome email won’t be sent until you activate the site later in this project. 7 Click Done.
Provisional partner
When a company decides to become a Salesforce partner, they get assigned a provisional partner status. It means that the company is still in the process of becoming a full-fledged partner. Provisional partners have to meet 100 points, and they can work on their score with time by performing all listed activities above.
Base Consulting partner (former Registered partner)
Just as I mentioned above, Base Consulting partners are the first in the list of partner tiers. Every new partner gets this tier once he complies with minimum requirements.
Ridge Consulting partner (former Silver partner)
Ridge consulting partner status is assigned once a company gains a minimum of 250 points and stays in this tier until they exceed 499 points. If you see Ridge Consulting partner next to the company name, it means this is a small or medium company with a proven track record.
Crest Consulting partner (former Gold partner)
Salesforce gold consulting partners Crest consulting partners are top-end Salesforce consultancy partners. To become a Crest consultancy partner, a company must get 750 points and meet $500k in annual contract value. For this tier, benefits include:
Summit Consulting partner (former Platinum partner)
This is the top tier of Salesforce consultancy partners. To become Summit consulting partners, a company has to get 750 points and more than $500k in annual contract value AND meet 100% on all requirements from Ridge level (so this includes getting at least 750 points and more than $500k in annual contract value).
What is loyalty point?
Loyalty points are the most important commodity in a loyalty program. Points are also known as currency in Loyalty Management. Each loyalty program requires one or more currencies that you use to measure and reward member engagement and purchases.
What is strategic partnership?
Establishing a strategic partnership with a business that provides complementary products or services grants numerous opportunities to both businesses. From using each other’s customer base to providing cross-purchasing power to customers, you’re filling many needs with one deed.
What are the three integral attributes of a tier group?
When initializing a tier group you define three integral attributes: tier period, qualifying period, and tier model. Tier period is the period after which tier assessment takes place or, to put it another way, the duration for which a newly allotted tier can be retained by a member.
Can you have two different points in a tier group?
A loyalty program can have multiple currencies of each type to recognize and reward various member behaviors. Mary decides to use two currencies: one non-qualifying and another qualifying .
Does Cloud Kicks have a loyalty program?
Although Cloud Kicks is currently looking to roll out a loyalty program for its customers, Loyalty Management allows organizations to run both a B2C loyalty program for customers and a B2B loyalty program for channel partners simultaneously.
