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What is partner account in Salesforce?
What is partner account in Salesforce?
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3 Replies
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Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner community or partner portal. A channel manager who owns a partner account can access all the data associated with the partner account and the associated partner users.
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<style type="text/css"></style>Hello Ayush,Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner site or partner portal. A channel manager who owns a partner account can access all the data associated with the partner account and the associated partner users.1. Create a business account.2. Click Manage External Account, and then click Enable as Partner.3. The Enable as Partner and Disable Partner Account actions aren’t available in the Salesforce mobile app.4. In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.5. Click Confirm.After you create a partner account, you can 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 and modify the Salesforce data you share with them by logging in to a site. They can be added to account or opportunity teams.Hope this helps you.Thanks.
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Salesforce partner accounts are flexible packages that allow Salesforce partners and customers to combine their Salesforce orgs, share data, and collaborate on campaigns. They enable customers to retain their Salesforce user IDs, passwords and security settings. With partner accounts, you can create multiple organizations in one system, giving you greater flexibility and more accurate reporting. Because partner accounts allow you to combine orgs, you can share data and collaborate on campaigns across organizations. For example, you can move leads between orgs, share a common lead source, or collaborate on a campaign. Partner accounts are supported on Sales Cloud, Service Cloud and Salesforce CPQ, and they're available in Enterprise, Unlimited and Developer editions. To get acquainted more about Salesforce, consult the top experts. Get the list of top salesforce consultants, visit here.
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