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Manage Your Team's Access to the Salesforce Partner Community

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to add a user to the Salesforce Partner Community.
  • Define the permissions that determine how your employees can access or modify data.
  • Describe how to track employee progress on Partner Value Score, certifications, and Trailhead badges.

Who's in Charge Around Here?

Someone on your business team is in charge of getting your team into the Salesforce Partner Community and giving everyone access to resources. Are you that person? If so, read on! Here we show you how to add and manage users on your team. Even if you’re not the admin for your team, keep reading. The material here benefits you whether you’re giving or requesting access to a resource. And you’ve still got to take the quiz at the end.

How do you know whether you’re an admin? If you're the first person in your company to create an account in the Salesforce Partner Community, you’re it. Aside from that, admins have a Manage Users option under the More tab on their Salesforce Partner Community dashboard.

Manage Users screen

You can also check your Partner Community Access Page to see whether you have permission to manage users:

  • From anywhere in the Salesforce Partner Community, click your picture at the top right.
  • Click the My Profile link.
  • Select Partner Community Access.

Partner Community Access

Permissions: Who Can Do What?

While we’re here, let’s discuss the kinds of permissions available to users in the Salesforce Partner Community. Each of these permissions allows you to do certain things.

Permission
What It Allows to You Do
AppExchange Partners
Consulting Partners
Manage Users
Invite new users to your team and grant or revoke their access to your org
X
X
Manage Listings
  • Create and edit AppExchange listings
  • Upload managed packages to these listings
  • Use the Publishing Console
  • Access the AppExchange Trailblazer Scorecard
X
X
Manage Cases
View and manage support cases reported by your users
X
X
Manage Leads
View and modify leads created by users on your team

X
Manage Opportunities
View the opportunities for your company

X
Manage Projects
Create and manage your company’s projects

X
Manage Partnership
View the Consulting Partner Program Status and Certifications page for your company

X
Manage Education
View Trailhead badge and certification progress for everyone in your company
X
X

Each permission has a short description below its name on your Partner Community Access Page. If Manage Users is enabled for you, you’re an admin.

Should You Be an Admin?

Ask yourself. Do you need to:

  • Add new users in the Salesforce Partner Community?
  • Grant specific permissions to your company’s employees?
  • Revoke access or permissions?
  • Download your company’s business data from the Salesforce Partner Community?

If you answered “yes” to any of these questions, you should be an admin. Request admin status or any other permission from Partner Community Access:

  1. Click the switch next to the permission you want.
  2. A window pops up with a list of admins who can grant it for you. Select one of these admins and click Contact to send the admin a message requesting the permission.

The admin you contact will let you know when your permission has been changed.

Staff Your Team

Any admin—in other words, anyone with permission to manage users—can add and manage accounts for their company via the Manage Users tab. To add a user to your team:

  1. On the Manage Users tab, click Invite User on the top right.
  2. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. Invite User popup

To change the permissions for an existing user on your team, go to that user's entry on the Manage Users page. Check or uncheck the boxes for the permissions you want to change.

Track Your Progress

Visibility is everything when you’re managing a business. If you can tell what you’re doing right and what you need to improve, you can respond appropriately. Let’s talk about how to keep track of what you and your team are up to.

Focus on the Right Training

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.

You know you can track your own Trailhead training and certification on the Education tab. If you have the Manage Education permission, the Education tab has a section called Company Progress. This section shows you the progress your colleagues are making on Trailhead and on their certifications.

Company education tracking tab

On the left, you see how many Trailhead badges your colleagues have earned in total, plus a numeric breakdown showing the number of employees who:

  • Have earned 10 or more badges
  • Have earned at least 1 badge but fewer than 10
  • Haven’t earned any badges
  • Haven’t linked their Trailhead accounts to your company

Click any of these numbers to view a report with more detailed information, including Trailhead badges your colleagues are working on. Use this information to encourage your team to connect their Trailhead accounts and hit those trails!

On the right are numbers for your company’s certifications, including the number of employees who:

  • Are current on their certifications, meaning they’ve taken their exams
  • Need to take one release exam to make their certification current
  • Need to take two release exams to remain certified

Clicking these numbers generates a more detailed report showing the specific certifications on which employees are current and behind. If you’re an admin, these certification numbers also show up on your Business tab.

Keep Your Eye on Your Partnership Value Score

If you’re a consulting partner, your relationship with Salesforce is affected by your Partnership Value Score (PVS). This score measures your activity against targets in several categories. We don’t go into detail about your PVS right now—it’s explained in our Consulting Partner Basics module and in the consulting partner program guide. But it is important to track your PVS, because it determines the level of resources and discounts available to you.

If you’re an admin, your PVS appears on the Business tab, along with links you can click to see how to improve it.

Partnership Value Score in the Business tab

Track Your Consulting Leads and Opportunities

For admins, the Business tab is a comprehensive dashboard showing your company’s activity. On the Business tab you can see your own leads and opportunities whether or not you’re an admin. If you’re an admin, you can see all of your company’s leads and opportunities, along with a record of any recent related activities.

To the left of the recent activities feed, there's a list of any actions you need to take as an admin.

Recent Activities feed on Business tab

Admins have increased visibility into your business. Here’s a rundown of who can see what:

What
Visible to Users
Visible to Admins
Personal Trailhead progress
X
X
Company Trailhead progress

X
Personal certifications
X
X
Company certifications

X
Personal leads/opportunities
X
X
Company leads/opportunities

X
Partnership Value Score

X
Consulting Partner Program Status

X

Here's to Your Success

This concludes our introduction to the Salesforce Partner Community. At this point, you’ve got everything you need to log in and get your hands dirty.

If you haven’t already, check out the AppExchange Partner Basics or Consulting Partner Basics Trailhead modules. They explain the specifics of these partnerships with Salesforce.

But your next step is to log in and spend some time on the Salesforce Partner Community. There’s no substitute for experience. We look forward to seeing you there, and we’re excited to work with you.

See you there!

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