Slaesforce FAQ

how to set up partner community in salesforce

by Bradly Heaney Published 2 years ago Updated 2 years ago
image

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. When your account is set up, you get an email welcoming you to the Partner Community.

Enable Partner Accounts and Create Partner Users
  1. From the App Launcher, select Accounts.
  2. Select the All Accounts list view.
  3. Click Edge Communications.
  4. Click the dropdown menu to see all the quick actions available for the page.
  5. Click Enable as Partner.
  6. In the confirmation dialog, select Enable As Partner.

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 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

More items...

image

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.

What is partner community in Salesforce?

Partner communities provide the ability to create interactive, real-time and personalised sites to establish connections and communications between partners. Use the Files Connect feature to integrate third-party resources into Salesforce and your partner community for fully flexible working practices.

How do I set up a 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. This domain name will be used in all of your communities.

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 use partner community in Salesforce?

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.

What is difference between partner community and customer community?

Hi, * Partner Community is the right license over Customer Community Plus if your users require access to objects like Leads, Opportunities, Campaigns, and Quotes. * The only difference between these two is that Lightning External Apps Plus comes with additional API calls, data storage, and file storage.

How do I create a community user in Salesforce?

Create Community User ProfileFrom 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...

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.

How do I create a community builder in Salesforce?

Open a standard page by selecting it, or open an object page by clicking | Edit in the Page Variations section. Add and configure page components. If you're using the Customer Service template, setthe page's visibility. Preview and publish your community when you're done.

How do I become a Salesforce partner?

How it worksSubmit an Application. Sign up for the Salesforce Partner Community to begin the application process.Prospect Completes DDQ (Due Diligence Questionnaire) ... Partner Operations Review. ... Legal Review. ... Partnership Activation.

What does it mean to be a Salesforce partner?

A Salesforce consulting partner is a company authorized by Salesforce to develop and provide custom solutions, as well as project implementations and integrations. These companies are trained to lead the innovation phase and help companies connect with their customers in new ways.

What are the different levels of Salesforce partners?

The Salesforce Consulting Partner Program has four levels and partners are placed into levels based on points as follows: BASE Partners (up to 249 points), CREST Partners (over 250 points), RIDGE Partners (over 500 points), SUMMIT Partners (750 points).

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.

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.

How to create customer community user in Salesforce

Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.

How to create partner community user in Salesforce

Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.

Community Templates

Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.

Community Builder

After creating the lightning community, click on the ‘Manage’ link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways:

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9