Partner Central comes predesigned
to support lead distribution. Verify that the Lead Inbox component works with your lead queue and
list view and test the lead distribution process.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
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In your Partner Central site, go to
the Home page in Experience Builder.
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Click the Lead Inbox component and select the lead list view you want to display and link
to. Configure other properties in the Property Editor.
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To save your changes, publish the site.
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Log in as a partner to test the lead distribution process.
- Create a few test leads that match the assignment rules for the lead queue.
- Make sure that the leads show up in the lead inbox queue and list view.
- Accept a lead. Accepting a lead makes the partner the owner of the lead.
- Verify that the lead shows up in the partners list view.
