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How to add partner members to partner community portal in Salesforce?
Posted by Deepak on November 27, 2019 at 4:33 PMHow to add partner members to the partner community portal in Salesforce?
Rahul kapoor replied 3 years, 9 months ago 4 Members · 3 Replies -
3 Replies
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Hi Deepak,
- Select the Partner Community User profile. (If you don’t see the profile, change the search to All.)
- Click Add.
- Click Save
For more check the Url:-
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Hello Deepak,
Create Partner Users: Create a partner account, add users to the account as contact records and then convert them to partner users. Partner users are Salesforce users with access to CRM objects such as opportunities, leads, and campaigns. Partner users can access Salesforce data when they’re invited to a site.Refer this: https://help.salesforce.com/s/articleView?id=sf.networks_partner_community_create_users.htm&type=5
Thanks. -
A partner community portal in Salesforce is a place where you can have all your partner members, partners, and vendors access and collaborate with each other. This can be done by creating a partner portal, a site where you can put your own signup pages, access to login and registration, as well as custom branding as you see fit. In this way, it makes you appear as a more professional and organized business, as well as a collaborative one. Having powerful software behind you can be a big advantage, so if you are keen to have your own partner community portal, simply contact our Salesforce consultants who will be more than happy to assist you in building your own custom partner portal in Salesforce. To get the information on what to choose a Salesforce Customer Portal or a Partner Portal, read this blog
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