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#Partner Accounts0 diskutieren mit

Hey If my company is registered in India , can I sell my solution outside India or not . Or I need to register my business in another country also?

#Partner Accounts #SF Partner #SF Implementation Partner #Community Partner
1 Antwort
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    9. Feb. 2023, 08:01

    This may be better posted on the Partner Community or raised with your Partner Account Manager 

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Hi,

 

To filter the data in a report added to an Account Page Layout, do I need to have Partner licenses/Account Partners enabled to be able to filter by Partner Account ID? #Partner Accounts

 

Hi, To filter the data in a report added to an Account Page Layout, do I need to have Partner licenses/Account Partners enabled to be able to filter by Partner Account ID?

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Question about Partner Accounts

I'm working my way up the Salesforce.com knowledge base at reasonably rapid place and hopefully I have found a suitable place to ask a question. If not I apologize. My question is regarding Partner Accounts. My company has a few 'Partners' around the street that we occasionally receive business from and/or send business their way. Is it appropriate in Salesforce to add such accounts as 'Partner Accounts' or are Partner Accounts solely for information sharing purposes across Salesforce with external parties? 

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On slide 41 of the CoS slide deck on forecasting, it mentions that you can add partner roles into the forecast hierarchy. I'm really struggling to find any more information or documentation on how this is set up.

 

How do I set this up so we can forecast our partner accounts? Do they need to be setup as users in our SF org before we can forecast them?

7 Kommentare
  1. 17. Apr. 2017, 20:58
    Thanks @Dan Glaser

    !

    @Dan Dlugos, partner users can be rollup in forecasts. Partner portal users can't see the forecasting tab so only internal users can see forecasting.
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We want to roll out a partner community but I'm not sure what the best way is to configure access for our partners.  Our Partner Accounts are owned by an internal Channel Manager.  I have Partner Contacts enabled as Partner Community Users.  I also have Customer Accounts that our Partners Users manage.  However these Customer Accounts are also owned by internal users.

 

1) How do I set up visibility to allow each Partner User to have visibility to all Cases related to their Partner Account.

 

2) What are my options for displaying the Accounts our Partners manage but are owned by internal users?

6 Kommentare
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