Salesforce Docs Portal

Capture Partner Reported Inventory

Capture inventory reported by partners using Partner Staged Data records. Partners can create these records through the Experience Cloud site, while a Channel Inventory Manager can create them directly in the core system. This allows for efficient tracking and management of partner inventory.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on
User Permissions Needed
To capture partner inventory record Channel Partner Inventory User
To create partner staged data records in Experience Cloud site Use Channel Partner Inventory in Experience Cloud
  1. From the App Launcher, find and select Accounts.
  2. Select a partner account and ensure that it’s enabled as a partner using the dropdown on the top right.
  3. In the partner account page, create and save a contact. You can also use an existing contact.
  4. Click the contact name and from the dropdown on the top right, select Enable Partner User.
  5. In the new user window, enter the user details and select profile as Channel Account User.
  6. Save your changes.
  7. In the contact page within the account, click the dropdown on the right and log in to Experience Cloud as User. Partners can create Partner Staged Data records manually one by one, by uploading a CSV file through the Experience Cloud site, or programmatically via API.