Enable Leads for Visualforce Sites

If you are using the Salesforce Tabs + Visualforce template, enable leads for partner users in your Experience Cloud site so that they can access and create leads in your sites.

Required Editions

User Permissions Needed
To enable leads for partner users:	Manage Profiles and Permission Sets

When you enable leads for partner users in your site, you can assign leads to those members. Also, partner users can edit leads, create leads, import leads, and mass update leads in a list view.

Open Experience Workspaces.
Click Administration | Tabs, and add the Leads tab to the list of available tabs in your site.
In Setup, set tab visibility and object permissions. You can either set them on the profile or using a permission set. If you plan to apply these permissions selectively, we recommend using a permission set .
1. If using a permission set, use the following settings for leads:
  - In the Tab Settings, select Available and Visible.
  - In the Object Settings, select Read, Create, and Edit.
2. If using a profile, such as the Partner User profile, set the leads tab setting to Default On and enable the Read, Create, and Edit object permissions for leads.

Optionally, you can assign extra permissions that enable advanced features for your partners. If you plan to apply these permissions to only some of your partner users, we recommend creating separate permissions sets.

Note Partner users with legacy portal licenses can use these advanced features in sites, but not in portals.

Feature	Partner User Permission Needed
To import leads using the Import Leads link on the Leads tab in your site. If your partner user is importing leads, it might also make sense to allow them to import accounts and contacts using the Import My Organization’s Accounts & Contacts link on the Accounts and Contacts tabs in your site.	“Import Leads” AND Optionally, “Import Personal Contacts”
To change the status of multiple leads via the Change Status button.	“Manage Leads”
To change the owner of multiple leads via the Change Owner button.	“Transfer Leads”

Feature

Partner User Permission Needed

To import leads using the Import Leads link on the Leads tab in your site.

If your partner user is importing leads, it might also make sense to allow them to import accounts and contacts using the Import My Organization’s Accounts & Contacts link on the Accounts and Contacts tabs in your site.

“Import Leads”

AND

Optionally, “Import Personal Contacts”

To change the status of multiple leads via the Change Status button.

“Manage Leads”

To change the owner of multiple leads via the Change Owner button.

“Transfer Leads”