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Experience Cloud
Assign Tasks and Events to Partners

Assign Tasks and Events to Partners

If you have added a calendar to your Experience Cloud site, you can add events to it. Partner users with the Edit Events permission can create and edit their own events. Also, with the appropriate field-level security settings, partner users can view and create activities related to leads or opportunities.

Required Editions

User Permissions Needed
To assign events to partner users: Edit Events

Partner users can add tasks to leads or opportunities as reminders of particular tasks. Administrators and channel managers can view the activity history for a particular lead or opportunity, or use reports to track activities assigned to partner users. A partner user can only add tasks for or see calendars shared by:

  • Other partner users assigned to the same account.
  • The channel manager for their account.
 
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Salesforce Help | Article