Create a Partner Site with Partner Central—Setup Tasks

• What’s Your Partner Experience Cloud Site Strategy?
• Learn about Partner Relationship Management Roles and Responsibilities
• Learn about Supported User Licenses and Experience Cloud Templates
• Buy Partner Licenses
• Experience Builder Site Limitations

• Set Up the Channel Manager Role
• Create Partner Accounts
• Create Partner Users
• Partner Profiles and Roles
• Super User Access
• Delegated Administration

• Update Org-Wide Settings
• Create an Experience Cloud Site
• Add Salesforce CRM Data to LWR or Aura Sites
• Add more features with Guided Setup
• Experience Cloud Sites and Site Users in Your Salesforce Org

For channel management:

• Configure Channel Programs and Levels
• Set Up the Channel Management Console
• Share Predesigned Reports and Dashboards with Channel Managers
• Create Custom Dashboards for Channel Managers to Monitor Your Site
• Configure Market Development Fund
• Configure Campaign Marketplace
• Configure Partner Connect
• Configure Partner Enablement
• Configure PRM for Slack and Direct Messaging in Experience Cloud Sites
• Set Up Experience Cloud Site Moderation

For partner productivity:

• Set Up Lead Distribution
• Set Up Deal Registration
• Set Up Einstein Scoring
• Set Up Enhanced List Views (Contact Intelligence View, Lead Intelligence View, Pipeline Inspection View)

• Customize Your Experience Builder Site
• Customize Experience Builder Site Pages and Components
• Customize Experience Cloud Site Navigation
• Which Components Can I Use with Partner Central?
• Customize the Lead Inbox
• Customize the Quick Create Actions
• Custom Theme Layouts
• Create Pages and Groups Targeted at Specific Audiences

• Experience Cloud Site Reports
• Custom Reports
• Report Management for Partners
• AppExchange Reporting Packages for Experience Cloud Sites