Create a Partner Site with Partner Central—Setup Tasks

Partner Central is designed with partner sales workflows in mind and comes with components and pages that you can use directly or customize easily.

Get started with your own Lightning partner Experience Cloud site! We’ve put together a high-level roadmap—or a recipe, if you will—of the decisions and tasks involved with setting up a site with Partner Central.

Plan Your Partner Site

What’s Your Partner Experience Cloud Site Strategy?
Learn about Partner Relationship Management Roles and Responsibilities
Learn about Supported User Licenses and Experience Cloud Templates
Buy Partner Licenses
Experience Builder Site Limitations

Prep Your Salesforce Org for a Partner Site

Set Up the Channel Manager Role
Create Partner Accounts
Create Partner Users
Partner Profiles and Roles
Super User Access
Delegated Administration

Set Up a Partner Site

Update Org-Wide Settings
Create an Experience Cloud Site
Add Salesforce CRM Data to LWR or Aura Sites
Add more features with Guided Setup
Experience Cloud Sites and Site Users in Your Salesforce Org

Enable PRM Features

For channel management:

Configure Channel Programs and Levels
Set Up the Channel Management Console
Share Predesigned Reports and Dashboards with Channel Managers
Create Custom Dashboards for Channel Managers to Monitor Your Site
Configure Market Development Fund
Configure Campaign Marketplace
Configure Partner Connect
Configure Partner Enablement
Configure PRM for Slack and Direct Messaging in Experience Cloud Sites
Set Up Experience Cloud Site Moderation

For partner productivity:

Set Up Lead Distribution
Set Up Deal Registration
Set Up Einstein Scoring
Set Up Enhanced List Views (Contact Intelligence View, Lead Intelligence View, Pipeline Inspection View)

Design Your Partner Site

Customize Your Experience Builder Site
Customize Experience Builder Site Pages and Components
Customize Experience Cloud Site Navigation
Which Components Can I Use with Partner Central?
Customize the Lead Inbox
Customize the Quick Create Actions
Custom Theme Layouts
Create Pages and Groups Targeted at Specific Audiences

Enable Reporting for Partners

Experience Cloud Site Reports
Custom Reports
Report Management for Partners
AppExchange Reporting Packages for Experience Cloud Sites