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Create Partner Accounts
Add each company with which you partner to Salesforce as a business account. We recommend that channel managers create partner accounts so they can view all partner data.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view accounts: | Read on accounts |
| To create accounts: | Create on accounts |
| To create a partner account: | Manage External Users |
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.
- Create a business account.
- Click Manage External Account, and then click Enable as Partner.
- In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.
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Click Confirm.
Note
- If your organization has person accounts, they cannot be used as partner accounts. Only business accounts can be used as partner accounts.
- Partner accounts can’t be deleted, but they can be disabled.
- To enable a partner in Lightning Experience, add the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section on the Account and Contact page layouts.
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.
