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Partner Community Admin Training
Administrator Overview
As your company’s Partner Community administrator, you can invite your
users to join and grant them...
How-to Invite Your Users to Join
Manage Users
1. If you are your company’s designated Partner Community administrator, invite your users to join
or revoke ...
Manage Users
1. Enter the company email address of the user you would like to invite.
2. Select the permissions you want y...
List of User Permissions
Permission Name Purpose
Manage Users Invite new users to join, assign permissions or revoke access.
Manage Listings Upload...
Useful Partner Community Links
Page Name Description
Partner Community Signup Help Understand the process for signing up
Partner Community Topics (A-Z) J...
Frequently Asked Questions
(FAQ)
Frequently Asked Questions (FAQ)
Q: How do I restore access for a revoked user in the Partner Community?
A: Salesforce Par...
Frequently Asked Questions (FAQ)
Q: What if my user’s org expired? Can they still access the Partner Community?
A: No, the...
Frequently Asked Questions (FAQ)
Q: I'm listed as a Partner Community administrator, but I'm not the appropriate contact f...
thank y u
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Partner Community Administrator Training

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Partner Community Administrator Training

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Partner Community Administrator Training

  1. 1. Partner Community Admin Training
  2. 2. Administrator Overview As your company’s Partner Community administrator, you can invite your users to join and grant them different permissions (like Managing your AppExchange Listing), keep them up to speed on the latest Salesforce Partner Program communications, and teach them how to use the Partner Community. If you would like to be set as an administrator, contact your company’s current Partner Community administrator(s) to request the “Manage Users” permission.
  3. 3. How-to Invite Your Users to Join
  4. 4. Manage Users 1. If you are your company’s designated Partner Community administrator, invite your users to join or revoke access in the “Manage Users” tab. In addition, grant your users the additional permissions they need (like Manage Users, Manage Listings, Manage Cases). 2. To invite your users, click “Invite User”. 1 2
  5. 5. Manage Users 1. Enter the company email address of the user you would like to invite. 2. Select the permissions you want your user to have. 3. Select “Invite”. After inviting your user, direct them to p.force.com/signup and have them follow the steps for Option 3. 1 2 3
  6. 6. List of User Permissions
  7. 7. Permission Name Purpose Manage Users Invite new users to join, assign permissions or revoke access. Manage Listings Upload your Managed Package, create/edit your AppExchange Listing(s) and view related analytics in the Publishing Console. Manage Cases View support cases reported by your users. Manage Leads Manage leads created by your users. This permission only applies to Consulting Partners. Manage Opportunities View all opportunities across your company. This permission only applies to Consulting Partners. Manage Projects Manage projects created by others in your company. This permission only applies to Consulting Partners. Manage Partnership View your status in the Partner Program for Consulting Partners and certifications. Manage Education View Trailhead badge and certification progress across your organization and for individual users. List of User Permissions Simply check the box of the permission you’d like to grant your user.
  8. 8. Useful Partner Community Links
  9. 9. Page Name Description Partner Community Signup Help Understand the process for signing up Partner Community Topics (A-Z) Jump directly to a specific topic Partner Community News & Alerts! Stay informed of the latest happenings Partner Office Hours Attend live office with our program staff across all topics Partner Roadmap Info Get a glimpse into the future of Salesforce products and programs – see what’s next and what’s next Webassessor for Partners Ensure your certifications are being properly tracked in the Partner Community Official: Partner Community Group Follow this group for all partner-facing communications Questions & Answers Group Ask any partner-related question on any topic at any time Useful Partner Community Links
  10. 10. Frequently Asked Questions (FAQ)
  11. 11. Frequently Asked Questions (FAQ) Q: How do I restore access for a revoked user in the Partner Community? A: Salesforce Partner Community administrators cannot un-revoke a user. Please submit this case, and provide the Salesforce username of the user who was revoked to make this request. Q: How can a user change their Partner Community username? A: Note that changing Partner Community usernames will remove the user's Collaboration data in the Partner Community; however, all cases, projects, opportunities, and leads will transfer over. Please submit this case and provide the user's current Salesforce username, as well as the new Salesforce username they wish to use. Q: If my user no longer has access to their Salesforce org, can they still access the Community? A: Partner Community usernames are not created specifically for the Partner Community, they are borrowed from a Salesforce username. This reduces the amount of unique usernames a partner has to keep track of while running their business. If the Salesforce username is tied to an org which has been put into a hold or lock status, the user would not be able to access their Salesforce org. Consequently, they will not be able to access the Partner Community with the same username. You will need to help the user resolve their login issue to the org, which will then also allow the user to access the Partner Community.
  12. 12. Frequently Asked Questions (FAQ) Q: What if my user’s org expired? Can they still access the Partner Community? A: No, they cannot. If this happens, submit this case on their behalf and provide their Org ID, the type of org being extended, and the desired expiration date. Q: What if my org expired? What should I do if I cannot access the Partner Community? A: If your org expired, please create a free Developer Org here (never expires), use those new credentials to signup for the Partner Community, and then submit this case to transfer your data to your new Developer Org. Q: I have a user who had Partner Community access with their old company. Can they move their Collaboration data to their new username? A: A user who has switched companies needs to get set up as a new user, they cannot take their old data or any other Collaboration data with them to a new company. Q: Can I view a list of all the Partner Community administrators for my company? A: Yes! See the Partner Community Access page to see a list of the Partner Community administrators for your company.
  13. 13. Frequently Asked Questions (FAQ) Q: I'm listed as a Partner Community administrator, but I'm not the appropriate contact for this role. How can I remove this permission? A: If there are other Partner Community administrator for your company, contact them and request to remove your "Manage Users" permission. If there aren't, submit this case and let our partner support team know who should be set as the administrator. Q: My company name is showing up as "Customer". How can I fix this? A: Follow these instructions to update your company name. Q: I heard that users can display Trailhead badges & Salesforce certifications on their profile. How can I do this? A: That's correct! Follow these instructions for best results. Q: My user is having issues signing up for the Partner Community. They follow the steps outlined in the tutorial on the Signup Help Page, but is still unable to get in. What should they do? A: Email partnercommunications@salesforce.com with your company name, company email address, the error message you are receiving, and a screenshot (if possible).
  14. 14. thank y u

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