Partner portal users are external to your Salesforce org
but sell your products and services through indirect sales channels. Your partner portal users
use a portal to log in to Salesforce. Partners can create opportunities, and users can
assign opportunities to them.
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 |
Opportunities that a partner portal user creates can roll up to the forecast of the account
owner. The account owner must be the person’s forecast manager in the role-based forecast
hierarchy for the opportunities to roll up into the forecast. For example: If Anne adds
opportunities in her portal, Gordon sees those opportunities in his forecast. Because Gordon
is Anne’s forecast manager, he can adjust forecasts based on her opportunities and see how
she’s tracking against her quota.
- Gordon Johnson owns a partner account that’s called Acme.
- Gordon has an Acme contact named Anne Smith.
- Anne is a partner portal user.
- Anne reports to Gordon in the forecast hierarchy.
