how to create partner portal users in salesforce

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1. View the partner account for which you want to create a partner user.
2. Create a new contact for the partner user. Choose New from the Contacts related list on the partner account. Fill in the appropriate details, and click Save.
3. On the contact detail page, click Work with Portal and choose Enable Partner Portal Login.
4. Edit the user record for this partner.
5. Click Save.

How do I create a partner user in Salesforce?

Partner users log in to Salesforce.com through the portal. Before creating partners, you should configure your portals; otherwise, your partner users may attempt to log into your portal before your portals are ready. 1. View the partner account for which you want to create a partner user. 2. Create a new contact for the partner user.

What is a partner portal in Salesforce?

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 partpartner 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.

How do I create a portal in partner central?

Select the Partner Central template. Click Get Started. Name the site Ursa Major. Add UrsaMajor to the end of the URL so that the final URL ends with /UrsaMajor. Click Create. Your portal is now in Preview status, which means that what you’ve created so far isn’t in the world yet.

How do I set up a partner portal in Salesforce?

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.

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.

How do I give access to my partner portal in Salesforce?

Request admin status or any other permission from Partner Community Access:Click the switch next to the permission you want.A window pops up with a list of admins who can grant it for you. Select one of these admins and click Contact to send the admin a message requesting the permission.

What is the difference between customer portal and partner 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 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 portal user 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 gain access to my partners community?

Sign UpGo to partners.salesforce.com.Click 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.

How do you add a new user to your team in the Salesforce Partner community?

How do you add a new user to your team in the Salesforce Partner Community? On the Manage Users tab, click Invite User and enter the user's email address.

How do I join a Salesforce partner community?

Join the Partner CommunityGo to partners.salesforce.com.Click Join Now then Join the Partner Community.Click Log In with Salesforceusing your org credentials. If you're a new partner, click Join Partner Program, fill out the form, and then read and accept the Partner Master Agreement.

How many types of portals are there in Salesforce?

3 typesPortals overview in Salesforce :- There are 3 types of Salesforce.com Portals. Self-Service portal:- Self-Service provides an online support channel for your customers – allowing them to resolve their inquiries without contacting a customer service representative.

How many portals can you have in Salesforce?

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

What is a portal partner?

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 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.