You’ve bought your partner licenses and have partner functionality enabled in your org. You’re ready to collaborate with your partners and start closing deals together. Before you actually create a partner site, work with your channel manager to create partner accounts and users, assign partner roles, and manage permissions.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view accounts: | Read on accounts |
| To create accounts: | Create on accounts |
| To disable a partner account: | Manage External Users |
| To create, edit, disable, or deactivate partner users: | Manage External Users |
| To create contacts: | Create on contacts |
| To view contacts: | Read on contacts |
| To create, edit, and delete profiles: | Manage Profiles and Permission Sets |
| To set field-level security: |
Manage Profiles and Permission Sets AND Customize Application |
| To set sharing rules: | Manage Sharing |
At the very outset, set up the channel manager role and assign it to the internal users in your org who manage channel sales and work with partner organizations.
Channel managers with the necessary permissions can perform the next steps.
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Each partner account is automatically assigned three partner roles.
Tip We strongly recommend that you reduce the number of roles to one role: Partner User. To avoid role proliferation, it’s better to use one role and grant super user access to users who need access to other users’ data. - In Setup, type Sharing Settings in the Quick Find/Search box and edit the organization-wide defaults. Set the Default External Access setting to Private for all the objects you want to share with your partners.
- Clone and customize the Partner User profile per your site’s needs and, if necessary, grant extra permissions with a permission set.
- Create a partner account for each partner organization you work with. Partner accounts store details about partner users and their sales data.
- Also, plan how you want to use sharing rules to share data with partners.
- Add users from each partner company as contacts on the respective partner account.
- Convert the contacts on the partner account to partner users and assign a partner license, profile, and role.
- Optionally, enable and grant super user access to partner users if you want them to view data owned by other users in their role hierarchy.
- If you work with many partner users or don’t want to deal with user management for a partner organization, consider delegating user administration.
With that, you’re ready to set up a site and assign partner users to it.