Slaesforce FAQ

how to create partner community in salesforce

by Annalise Hill Published 3 years ago Updated 2 years ago
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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 MyDomainName.my.
  • 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.

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. ...

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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 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

How to setup Salesforce community?

  • Click Preferences.
  • Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
  • Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics

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How do I create a partner community 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 create a partner role 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 I gain access to 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 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.

What is partner role in Salesforce?

The Partner Executive role rolls up to the Channel Manager role. Partner users can view and edit all data owned by or shared with users below them in the hierarchy, regardless of the org's sharing model. The role names include the partner account name. For example, the partner account name is Acme.

What are partners in Salesforce?

Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce.

Is Salesforce Partner community free?

To join the Partner Community, you need a Salesforce account. If you don't have an account, sign up for a free Developer Edition org. You'll receive org credentials that you can use to join the Partner Community.

What is a partner community?

Partner communities serve as a channel management solution, so you and your partners can share information and collaborate in real-time. Partner communities allow different sales teams and resellers to get the information to do their job effectively.

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 you create a community portal?

Create a community portal site collectionIn the Title box, type a title for the site collection.For Web Site Address, select a domain name and a URL path (for example, /sites/) from the list, and then type a URL name for your community portal site collection.More items...

How many types of communitys are there in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce: Customer communities. Employee communities. Partner communities.

How do I activate a community in Salesforce?

To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.

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