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What’s Your Partner Experience Cloud Site Strategy?

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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

Try to get early answers to these questions to plan your site strategy:

  • How many Partner Community licenses do I need?
    Note
    Note If you don’t need access to all sales objects, such as opportunities, leads, and campaigns, you can also use Customer Community Plus licenses for partners.
  • Can I invite all my partners to the same Experience Cloud site or do I need multiple sites?
  • What objects do I need to grant permissions for in my partner profiles? Do I need to three roles per account?
  • What level of data visibility and privacy do I need for my site?
  • Do I want to allow my partners to self-register?

For more ideas on planning your site strategy, check out this Trailhead module for Communities.

See Also