Channel programs help channel managers organize multiple-channel
sales organizations. Managers can create programs for different types of partner users, like
Resellers, Value Added Resellers (VARs), Distributors, and Managed Service Providers (MSPs). They
can also organize partner users based on geography or level of expertise.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create channel program |
Create on channel program |
Channel Programs are available to users with Partner Community licenses.
Create a channel program to provide partner users access to leads within their region,
relevant marketing events, and relevant resources. If a partner user joins a team, you can add
them to a channel program by making them a channel program member. You can add or remove channel
program members from a channel program at any time.
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From the App Launcher, find and open Channel Program.
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Click New and enter a name, category, and description.
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Activate the Program.
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Save the channel program.