Partner Portal & Community (PRM)

Hello,

not clear why an user with Partner Community license with Edit permission on a Lead record cannot change the Lead Owner (whatever is  User or Partner user selected as new Owner). Message is the one below:

Any suggestion?

Thanks

Giuseppe

#Lead Assignment / Lead Ownership

 Hi,

We have a potential opportunity where we have a requirement, there is an existing portal that now needs to be hosted in the Salesforce Partner community. So, we need to transfer the data which is existing in the old portal to the Partner Community. Say like we have around 50GB of data that needs to be transferred into the salesforce partner community.

We know that we can leverage Data Loader for the uploading of data into Salesforce but we want to know if is there any readymade automation available that can be leveraged.

And what would you recommend us to utilize here?

We have data with different types of files( word, excel, ppt, zip folders), Videos(wmv, mov, mp4), and Images(jpg, png, eps) formats. So, are there any limitations that we need to be aware of or consider before we go ahead?

And we also would like to know that are there any limitations on the storage limit on how much data can be stored in the partner community.

We appreciate any suggestions and thank you in advance.

Thank you everyone for joining the Experience Cloud (FKA Community Cloud): Show Me How call on the 12th, Nov. This is a bi-weekly webinar series where our team of specialists walk you through the setup of Community Cloud's out-of-the-box features, talk about relevant best practices and tips & tricks. Here is the link to join future calls for FREE : https://register.gotowebinar.com/rt/86995964372276226

The topics we covered in the call :

• Deal Registration in Partner Portal  

• Market Development Funds

Here are the links :

Call Recording: https://salesforce.vidyard.com/watch/qXbKd6Md6TRxPV6uHz5JdY 

Video Download link: https://trailblazers.salesforce.com/0694S000001CMRo

Presentation: https://trailblazers.salesforce.com/0694S000001CLOK

Past Webinar Recordings: https://www.learncommunitycloud.com/s/blogs-show-me-how

FYI: Next Show-Me-How on the 26th Nov, has been cancelled due to the US holiday.

Thanks!

@Partner Portal & Community (PRM) @* Experience Cloud * @* Experience Cloud - Best Practices * @Yelena Kamyshina @Manish Aggarwal @Monica Schrager 

Dear all, 

I have enabled partner portal and created partner users. I wanted to share Opportunities where the Partner account is the Opp primary account and i did it through Sharing sets. Now i want to share the Opp accounts with them. Any idea on how i can share the accounts of the Opportunity with the Partner Users.

Any help is highly appreciated.

Thank you

Saritha

We accidently deactivated partner community user and user lost his access. So we recreated the partner community user again and merge the contacts. I am completely new to partner community. Now user is not able to see all account and opps even though he was able to login with new partner account. What  steps we should follow before deactivating and merging? I really appreciate your help. Thank you.

@* Experience Cloud * @Partner Portal & Community (PRM) @* Sales Cloud - Best Practices *

Experience Cloud Show Me How - Flexi-Grid and Personalize Anything for LWR Thursday!

Join our upcoming Experience Cloud Show-Me-How session THURSDAY March 23rd at 12:00 pm EST to learn about the Flexi-Grid layout component for LWR Experience Cloud sites as well as Personalize Anything to personalize an entire region of components within an LWR site. Don't miss it!. This is a monthly webinar series where our team of Digital Experiences Specialists walk you through the setup of Experience Cloud's out-of-the-box features, talks about best practices and tips & tricks.

Salesforce Premier and Signature Customers can register for the free webinar here: 

https://cs.salesforce.com/events/7013y000001zdIXAAY 

ALL CUSTOMERS can access the recordings of all of our Experience Cloud webinars here: https://www.learnexperiencecloud.com/s/topic/0TO1U000000UGfSWAW/show-me-how 

Thanks and see you there! @* Experience Cloud * @Partner Portal & Community (PRM) 

Hi all. Recently reviewed PRM specific objects to help manage a channel program on Salesforce. Hope this can help some folks.

Use Salesforce PRM Key Objects to Simplify Channel Management – 89 Digital

Experience Cloud Show Me How - Getting Started with LWR Sites TOMORROW

Join our upcoming Experience Cloud Show-Me-How session TOMORROW February 23rd at 12:00 pm EST to learn about how to get started with LWR sites for Experience Cloud. LWR stands for Lightning Web Runtime. Our subject matter expert will discuss features and functionality of LWR sites and demo features and components to provide a foundation of what it is all about and how to get started. This is a monthly webinar series where our team of Digital Experiences Specialists walk you through the setup of Experience Cloud's out-of-the-box features, talks about best practices and tips & tricks.

Salesforce Premier Customers can register for the free webinar here: https://cs.salesforce.com/events/7013y000001zVnAAAU 

ALL CUSTOMERS can access the recordings of all of our Experience Cloud webinars here: https://www.learnexperiencecloud.com/s/topic/0TO1U000000UGfSWAW/show-me-how 

Thanks and see you there! @* Experience Cloud * @Partner Portal & Community (PRM) @Alejandra De Lasa @Yelena Kamyshina