---
schema_version: "1"
id: ec9b88a667bfe6456665461a75485786e361468fed14337acf63b9254cc32067
title: Set Up Partner Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_setup_partner_experience.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_setup_partner_experience.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 92c3fff767b2fdd13d3d100c4d31fdfde9cab284e49edba5b324ec0210212dd0
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d16460e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16460e52 ">Enable and configure feature; assign permissions.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16460e52 ">Salesforce admin</td>

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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.