---
schema_version: "1"
id: 802ac3bb32696ed5f0eb40c16d6abdfe862997ea86ba650cdbc2ee66d48dfc0b
title: Create a Partner Site with Partner Central—Setup Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_lightning_partner_central_setup_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_lightning_partner_central_setup_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b34f2153d7a74451b9aadfc8f4cbc4f39e4b07e30e1c467a65d92cae4fb583a3
description: Partner Central is designed with partner sales workflows in mind and comes with components and pages that you can use directly or customize easily.
products:
  - Experiences
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Plan Your Partner Site</em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_partners_strategy.htm&amp;release=264.0.0&amp;type=5" title="The type of partner site you create depends on your business, your channel sales program, and the tiers within it. For example, the strategy for a hardware manufacturer with a few partners is different from that of an insurance company with a large agent network.">What’s Your Partner Experience Cloud Site Strategy?</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_roles_responsibilities.htm&amp;type=5&amp;language=en_US" target="_blank">Learn about Partner
                  Relationship Management Roles and
                  Responsibilities</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?language=en_US&amp;id=sf.prm_support_license_template.htm" target="_blank">Learn about Supported User
                  Licenses and Experience Cloud
                  Templates</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_partners_enable_features.htm&amp;release=264.0.0&amp;type=5" title="Buy partner licenses to enable partner functionality in your org. Partner licenses are required to use the Lightning Partner Central community template, set up partner accounts, and create partner users in your org.">Buy Partner Licenses</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_limitations.htm&amp;release=264.0.0&amp;type=5" title="Be aware of the limitations that apply to Experience Builder sites such as Customer Service and Partner Central.">Experience Builder Site Limitations</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Prep Your Salesforce Org for a Partner
              Site</em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_partner_community_channel_manager.htm&amp;release=264.0.0&amp;type=5" title="Channel managers are internal users who manage your partner accounts and partner users. Before setting up a partner site, identify an internal user to play the channel manager role.">Set Up the Channel Manager Role</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_partner_community_create_account.htm&amp;release=264.0.0&amp;type=5" title="Add each company with which you partner to Salesforce as a business account. We recommend that channel managers create partner accounts so they can view all partner data.">Create Partner Accounts</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_create_external_users.htm&amp;type=5&amp;language=en_US" target="_blank">Create Partner Users</a>
              </li>

              <li><a href="https://help.salesforce.com/s/articleView?id=platform.exp_cloud_partner_create_considerations.htm&amp;type=5&amp;language=en_US" target="_blank">Partner Profiles</a> and <a href="https://help.salesforce.com/s/articleView?id=platform.networks_partner_roles_overview.htm&amp;type=5&amp;language=en_US" target="_blank">Roles</a></li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_partner_super_user_access.htm&amp;type=5&amp;language=en_US" target="_blank">Super User Access</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.networks_DPUA.htm&amp;type=5&amp;language=en_US" target="_blank">Delegated
                  Administration</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Set Up a Partner Site </em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/articleView?id=networks_org_wide_settings.htm&amp;language=en_US" target="_blank">Update Org-Wide Settings</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_creating.htm&amp;release=264.0.0&amp;type=5" title="Create an Experience Cloud site using a wizard that helps you choose a template that meets your business needs.">Create an Experience Cloud Site</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_build_crm_data.htm&amp;release=264.0.0&amp;type=5" title="To help your users, customers, and partners accomplish more, share Salesforce CRM data on your Experience Builder site. Aura and LWR sites have different tools for displaying CRM data.">Add Salesforce CRM Data to LWR or
                  Aura Sites</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_guided_setup_intro.htm&amp;release=264.0.0&amp;type=5" title="Guided setup walks you through setting up visibility, processes, workflows, record types, layouts, and assignment rules for Salesforce features. From start to finish, guided setup leads you through each step with easy-to-follow directions and navigable links to settings pages.">Add more features with Guided
                  Setup</a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/5kixavmXPC372dCZ37Z2dv" target="_blank">Experience Cloud
                  Sites and Site Users in Your Salesforce
                  Org</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Enable PRM Features</em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>For channel management:</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_program_level_intro.htm&amp;release=264.0.0&amp;type=5" title="Use channel programs and levels to organize and manage channel partners. Within each program, you can group partners into levels, such as bronze, silver, and gold, and promote them based on performance. Use sharing groups, audience targeting, and sharing settings to manage access to resources based on program or level.">Configure Channel Programs and
                  Levels</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_cmc.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up the Channel
                  Management Console</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_share_analytics.htm&amp;type=5&amp;language=en_US" target="_blank">Share Predesigned Reports
                  and Dashboards with Channel Managers</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_dashboards.htm&amp;release=264.0.0&amp;type=5" title="When you invest in creating a site, community, or portal, you want to measure your investment’s performance and gain insights on how you can improve your site’s engagement. Having site web analytics and data with reports and dashboards at your fingertips can help you iterate your site’s direction. Use Salesforce and third-party analytics tools to stay up to date on your site’s engagement numbers. Some reporting capabilities require add-on licenses.">Create Custom Dashboards for Channel
                  Managers to Monitor Your Site</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_market_dev_funds_intro.htm&amp;release=264.0.0&amp;type=5" title="Drive demand for your products and provide incentives to partner users by offering market development funds as part of your channel marketing program. Create marketing budgets, allocate marketing funds or co-op (accrued) funds to channel partners, streamline fund requests, and process fund claims using Market Development Fund (MDF) features. Channel account managers can get a full audit of MDF activity, including fund requests and claims approval.">Configure Market Development
                  Fund</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_campaigns_marketplace_intro.htm&amp;release=264.0.0&amp;type=5" title="With Campaign Marketplace, you can provide the structure and guidance necessary for partners to successfully execute campaigns. Channel marketers can create and share marketing campaigns, guidelines, and assets with partners. They can also customize the look and feel of the marketplace and highlight information that is important to partners. Partners can then choose which campaigns work best for them. This feature is available in Experience Builder sites and Lightning Bolt Solutions.">Configure Campaign Marketplace</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.prm_pc_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Configure Partner
                  Connect</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=sales.enablement_partner.htm&amp;type=5&amp;language=en_US" target="_blank">Configure Partner
                  Enablement</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.slack_apps_prm_for_slack_features.htm&amp;type=5&amp;language=en_US" target="_blank">Configure PRM for
                  Slack</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.networks_enable_direct_messages.htm&amp;release=264.0.0&amp;type=5" title="Allow members to send direct messages to start a private conversation with up to 16 people, including the sender. Direct messages are supported in all Aura sites and in Lightning Bolt Solutions, such as the Lightning Partner Management solution.">Direct Messaging in Experience Cloud
                  Sites</a></li>
              <li><a href="https://help.salesforce.com/articleView?id=networks_moderation_overview.htm&amp;language=en_US" target="_blank">Set Up Experience Cloud Site
                  Moderation</a></li>
            </ul>
            <p>For partner productivity:</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_lead_distribution_intro.htm&amp;release=264.0.0&amp;type=5" title="Automatically pass on leads acquired from your web site, marketing campaigns, or referral programs using lead distribution. Partner Central lets you share a common pool of leads with your channel partners on a partner site using the lead inbox.">Set Up Lead Distribution</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=experience.networks_deal_reg_intro.htm&amp;release=264.0.0&amp;type=5" title="Deal registration programs involve resellers registering deals with their vendor. Vendors in turn provide extra margins to the reseller for providing early pipeline visibility for these deals and keeping out competitors. Once a deal is registered, other resellers or your direct sales team can’t compete for the registered deal.">Set Up Deal Registration</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_einstein_scoring.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Einstein
                  Scoring</a></li>
              <li><a href="https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_enhanced_views_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Enhanced List
                  Views</a> (Contact Intelligence View, Lead
                Intelligence View, Pipeline Inspection View)</li>
            </ul>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Design Your Partner Site</em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_designer_overview.htm&amp;release=264.0.0&amp;type=5" title="Experience Builder lets you easily style your site, create and customize pages, add drag-and-drop components, and deliver personalized experiences to different audiences. Choose a template to quickly start your site, and then style the pages to match your company’s branding.">Customize Your Experience Builder
                  Site</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_manage_pages_overview.htm&amp;release=264.0.0&amp;type=5" title="The Pages and Page Action menus centralize all your page-related needs, from page creation to audience criteria-based page visibility and everything in between.">Customize Experience Builder Site
                  Pages and Components</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_setup_nav_menu.htm&amp;release=264.0.0&amp;type=5" title="The Navigation Menu component extends your site’s navigation beyond navigational topics. Navigation menu items can include Salesforce objects, topics, pages in your site, URLs to external sites, and menu labels. Menu labels are parent headings under which you can nest other menu items. You can also enable the App Launcher to make it easy for members to switch between their sites and their Salesforce org.">Customize Experience Cloud Site
                  Navigation</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_component_reference_table.htm&amp;release=264.0.0&amp;type=5" title="Aura site templates, such as Customer Service and Partner Central, are each composed of pages, which in turn are made up of customizable components. Consult this table to find out which Aura template each component can be used in, and when the component became available.">Which Components Can I Use with
                  Partner Central?</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_lead_inbox.htm&amp;release=264.0.0&amp;type=5" title="Use the Lead Inbox component to share a common pool of leads with partners in your site.">Customize the Lead Inbox</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.rss_create_record_button.htm&amp;release=264.0.0&amp;type=5" title="Use the Create Record Button component to allow site members to create records using global actions.">Customize the Quick Create
                  Actions</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_theme.htm&amp;release=264.0.0&amp;type=5" title="Theme layouts and theme layout components combine to give you granular control of the appearance and structure of each page in your site. Customize the layout’s header and footer to match your company’s style. Configure theme layout properties. Or use a custom search bar and user profile menu. Then use theme layouts to assign theme layout components to individual pages allowing you to quickly change layouts from one central location. Whether you’re a consulting partner or an ISV, or you simply want to revamp your own site, custom theme layouts make it easy to rebrand.">Custom Theme Layouts</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.community_builder_page_visibilty_overview.htm&amp;release=264.0.0&amp;type=5" title="Keep your users engaged by offering personalized, relevant content that’s customized for a particular audience. To create an audience, you assemble a set of criteria that defines a user segment. You can then tailor a single site to meet the needs of multiple user segments. For example, you can present the same site with a different look and feel for each audience or show different pages, components, or data to different audiences.">Create Pages and Groups Targeted at
                  Specific Audiences</a>
              </li>

            </ul>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <em>Enable Reporting for Partners</em>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_intro.htm&amp;release=264.0.0&amp;type=5" title="Use reporting to see short-term and long-term trends in various areas of your Experience Cloud site. The preconfigured AppExchange package makes reporting a snap for community managers. You can also give the power of reporting to your members.">Experience Cloud Site
                  Reports</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting.htm&amp;release=264.0.0&amp;type=5" title="Create custom reports to track usage, moderation, and other activity in your Experience Cloud site.">Custom Reports</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_external_users_report_mgmt.htm&amp;release=264.0.0&amp;type=5" title="Partner and customer users can create, delete, and edit reports in their own personal folder or, with sufficient permission, in a privately shared folder. Grant partner and customer users permissions to create and edit reports through their profiles or permission sets. After you grant the required permissions, partners and customers can use the drag-and-drop Report Builder tool.">Report Management for
                  Partners</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&amp;release=264.0.0&amp;type=5" title="The Salesforce Communities Management packages give community managers an essential starter set of dashboards and reports to keep tabs on activity and engagement directly in Experience Workspaces.">AppExchange Reporting Packages for
                  Experience Cloud Sites</a>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>