Create a Partner Portal and Partner Users

Create a Partner Portal and Partner Users

Ursa Major’s first step in expanding its business with partner resellers is sharing pertinent CRM data with partners. Maria, the Ursa Major system administrator, wants to create a partner portal using Community Cloud to make data sharing a breeze.

First, she takes a peek at this video to understand how portals and communities, and their users, live within the Salesforce org.

Now, Maria starts setting up a partner portal. Go ahead and take these steps in your Trailhead Playground.

  1. From Setup, enter Communities in the Quick Find box, then select Communities Settings.
  2. Select Enable communities.
  3. Enter a unique name for your Lightning Platform domain.
    Important

    Important

    Keep in mind that you can’t change your Lightning Platform domain name after you enable your community. To minimize confusion, companies usually use their company name as the domain. Make sure to coordinate with your marketing team and executives to set up a unique name for your business. If you set up more than one community, you can append the community name to the URL to differentiate between them.

  4. Click Check Availability to make sure the domain is available.
  5. Click Save, then OK.

Next, we’re going to change the number of partner roles to two. We touch on what this means later on in the project, but it’s essential to make this change now.

  1. From Setup, enter Communities in the Quick Find box, then select Communities Settings.
  2. Under Community Role and User Settings, increase the number of partner roles to 2.
  3. Click Save.

Now that you’ve enabled communities and increased the number of partner user roles, let’s set up a bare-bones partner portal. You should have been redirected to the All Communities page in Setup, but if not, enter Communities in Quick Find, and select All Communities.

  1. Click New Community. The Community Creation wizard appears with different template options for you to choose from.
  2. Select the Partner Central template.
  3. Click Get Started.
  4. Name the community Ursa Major.
  5. Add UrsaMajor to the end of the URL so that the final URL is https://[domain name].force.com/UrsaMajor.
  6. Click Create.

Your community is now in Preview status, which means that what you’ve created so far isn’t in the world yet. Take a quick look around. This is Community Workspaces, and you'll be coming back here soon to customize and administer your community.

Image of a bare bones portal.

Add Partner User Actions to the Account and Contact Page Layouts in Lightning Experience

After you enable communities in your org, Salesforce adds specific actions to your account and contact page layouts in Lightning Experience so that you can create partner accounts and partner users. If you don’t see Enable as Partner in the dropdown menu of your contacts, follow these directions. If you do see community-specific actions, skip to Enable Partner Accounts and Create Partner Users.

  1. From Setup, click Object Manager.
  2. Click Account | Page Layouts | Account Layout.
  3. In the page layout editor, click Mobile & Lightning Actions. (You may need to click the wrench first to override customizations in the Lightning & Mobile Actions section.)
  4. Drag the Enable as Partner and Disable Partner Account buttons to the Salesforce Mobile and Lightning Experience Actions section.
  5. Click Quick Save.

Now add the partner user buttons to the contact page layout.

  1. From Setup, click Object Manager.
  2. Click Contact | Page Layouts | Contact Layout.
  3. In the page layout editor, click Mobile & Lightning Actions.
  4. Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section.
  5. Click Quick Save.

Enable Partner Accounts and Create Partner Users

Now, we can enable a couple of accounts as partner accounts. Let’s enable Edge Communications and Express Logistics and Transport as partner accounts in our Trailhead Playground.
  1. From the App Launcher, select Accounts.
  2. Select the All Accounts list view.
  3. Click Edge Communications.
  4. Click the dropdown menu to see all the quick actions available for the page.
  5. Click Enable as Partner.
  6. In the confirmation dialog, select Enable As Partner.

Repeat these steps for Express Logistics and Transport.

Now that we’ve created partner accounts, we can convert their contacts to partner users. Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data you share with them by logging in to a portal.

Let’s create some partner users.

Note

Note

Before you create partner users, ensure that the admin user (you in your Trailhead Playground) has a role assigned.

You should be in the Accounts list view at this point, but if not, click the App Launcher and select Accounts.

  1. Click Edge Communications.
  2. Click Sean Forbes from the contact related list.
  3. From the dropdown menu, select Enable Partner User.
  4. Change the following in the New User detail page.
    1. Email: [Enter your email address so you can get login information for your newly created users.]
    2. Username: [unique username in an email format]
    3. User License: Partner Community
    4. Profile: Partner Community User
    5. Role (if asked): [account name] Partner User
    6. Select the Generate new password and notify user immediately checkbox.
    7. Click Save.
  5. Follow the same steps for the following contact records.
    1. Rose Gonzalez (in Edge Communications)
    2. Babara Levy (in Express Logistics and Transport)
    3. Josh Davis (in Express Logistics and Transport)

Add the Partner Community Profile to Your Portal’s Membership

Now that you’ve created a basic portal, enabled partner accounts, and created partner users, you’re ready to add the partner users as members to your portal.

  1. From Setup, enter Communities in the Quick Find box, then select All Communities.
  2. Click Workspaces next to the Ursa Major portal.
  3. Click Administration | Members.
  4. To add members using profiles:
    1. Select the Partner Community User profile. (If you don’t see the profile, change the search to All.)
    2. Click Add.
    3. Click Save.

Since you chose to generate a password and send an email to your members, you should receive a welcome email.

Didn’t get a welcome email? It probably means that your portal is still unpublished and in preview mode. Let’s fix that.

  1. From Setup, enter Communities in the Quick Find box, then select All Communities.
  2. Click Builder next to the Ursa Major portal.
  3. Click Publish, and in the confirmation dialogue, click Publish again. Then click Got it in the next confirmation dialogue.
  4. Click Builder to navigate to Administration.
  5. Click Settings.
  6. Click Activate Community, and click OK.

You should receive emails for each of the partner users you created with your own email address. You can use these four partner users to test out the various visibility settings we customize in this project.

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