Salesforce Docs Portal

Set Up Partner Experience

Configure your Salesforce partner ecosystem by reviewing org-wide sharing settings, building and publishing your site, and granting user profile access before activating the site for your channel managers.

Required Editions

Available in: Lightning Experience
User Permissions Needed
Enable and configure feature; assign permissions. Salesforce admin
  1. From the gear menu, select Salesforce Go, and then search for Partner Cloud Initial Setup on the Salesforce Go Home page.
  2. To open the org-wide sharing defaults edit page, click Go to Setup, in the ‘Review Sharing Settings’ section.
    It lists your Salesforce objects — Lead, Opportunity, Account, and others — with their org-wide access levels for internal and external users. If you're satisfied with your current sharing settings, check the box to mark this step done instead.
  3. To set up your partner site in Experience Builder, click Go to Builder in the ‘Preview and Publish the Partner Community Site’ section.
  4. Open your partner site. Add or arrange components as you’d want for the partner site.
  5. Click Preview to see how the partners will view the partner site.
  6. Click Publish when you're ready. Publishing takes a minute or two.
    If you want to preview your site for now without publishing, check the box to mark this step done.
  7. Navigate back to the Salesforce Go page and manually check the ‘Preview and Publish the Partner Community Site’ task.
  8. Click Go to Site Members, in the ‘Manage Partner User Access’ to allow partners to use your data in the partner community site.
  9. To give partners access to the community site, select their profiles and assign the required access levels.
  10. Click Save.
  11. Navigate back to the Salesforce Go page and manually check the ‘Manage Partner User Access’ task.
  12. Click Go to Site Settings, in the ‘Activate the Partner Community Site’ section to activate the partner community site for the partners.
  13. Click Activate.

Once you activate the site, your channel managers can start enabling partner accounts and creating partner users.