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Set Up the Channel Manager Role
Channel managers are internal users who manage your partner accounts and partner users. Before setting up a partner site, identify an internal user to play the channel manager role.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Channel Manager Role
Ideally, channel managers should create all the partner accounts for the partner organizations they manage. All partner users associated with a partner account automatically fall below the channel manager in the partner role hierarchy. So all the data owned by those partner users rolls up and is visible to the channel manager.
Channel Manager Profile
Profiles determine the permissions users have, page layouts they see, the tabs and record types available to them, and other settings. Create a custom profile for channel managers or use a permission set to grant permissions to a standard profile. A few tips on what you might want to include:
- Grant the “PermissionsManagePartners” permission
- When this permission is enabled, channel managers can create partner accounts and partner users.
- Make the following objects available to channel managers
- Leads, Accounts, Contacts, Opportunities, Documents, Campaigns, Products, and any other object you plan to share with partner users in your site.
- Assign record types
- Assign record types to channel manager profiles. For example, the Lightning Partner Management solution includes two lead record types: one to track sales leads and the other to register deals. Make sure that your channel manager has access to both.
- Make the Partner Account field visible to channel managers on leads, accounts, and opportunities
- Channel managers can create list views or reports for tracking partner user activity.
- Assign page layouts
- Assign the appropriate page layouts to your channel manager profiles.
- Make the Last Transfer Date field visible to channel managers on leads
- Channel managers can create lists views or reports for tracking partner user activity.
More Tips
- Create a public sharing group for channel managers. You can use this group for filtering and controlling access to documents.
- Create a lead queue for channel managers. You can use this queue for lead assignment rules.
