Manage Channel Program Members with Sharing Groups

Use sharing groups to manage Channel Program members. When new partner users join a team, you can add them to a Channel Program Member group. You can also move partner users to another group when they are promoted, demoted, or transitioned to a different area of expertise.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

You can also use Channel Program Member sharing groups to manage access to resources within levels, such as public queues, list views, sharing rules, and folders.

Note Deleting a partner account that was added as a channel program member, deletes the associated channel program member. Undeleting the partner account brings back the account and the channel program member, but the account is no longer enabled as a partner account.

Tip Org-wide defaults and field-level security control data access for partner users in channel groups. Set organization-wide default to Private on Channel Program Level and Channel Program Member objects. Grant each partner user access to their level and member records to ensure that they have visibility into their accounts and opportunities.