If your sales team works with partners, you can include the forecasts from partner user
opportunities and add partner portal users to your team’s role-based forecast hierarchy. Your
partner portal users can’t access the Forecasts page or its functionality.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Performance, and Developer Editions
and in Enterprise and Unlimited Editions with Sales |
| User Permissions
Needed |
| To enable forecasts users: |
Manage Internal Users
AND
Customize Application
|
| To assign partner profiles to partner portals: |
Customize Application |
-
Make sure that you’ve done the following.
- Enabled partner portals.
- Created a partner portal.
- Created a partner profile and assigned it to your partner portal.
- Enabled an account as a partner, and enabled partner portal login for a contact of
that account.
-
From Setup, in the Quick Find box, enter Users, and then select
Users
-
Select the partner portal contact that you created.
-
Make sure that Active and Allow
Forecasting are selected.
-
Enable the partner portal user in the role-based forecast hierarchy. Make sure that the
person is assigned to an active forecast manager in the role-based forecast
hierarchy.
