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Experience Cloud
Customize Partner Central for Lead Distribution

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Customize Partner Central for Lead Distribution

Partner Central comes predesigned to support lead distribution. Verify that the Lead Inbox component works with your lead queue and list view and test the lead distribution process.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
  1. In your Partner Central site, go to the Home page in Experience Builder.
  2. Click the Lead Inbox component and select the lead list view you want to display and link to. Configure other properties in the Property Editor.
  3. To save your changes, publish the site.
  4. Log in as a partner to test the lead distribution process.
    • Create a few test leads that match the assignment rules for the lead queue.
    • Make sure that the leads show up in the lead inbox queue and list view.
    • Accept a lead. Accepting a lead makes the partner the owner of the lead.
    • Verify that the lead shows up in the partners list view.
 
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