Enable Partner Portal Users to Add Collaborative Forecasts Opportunities | Salesforce
If your sales team works with partners, you can include the amounts from partner user opportunities in forecasts and add partner portal users to your team’s forecast hierarchy. Your partner portal users can’t access the Collaborative Forecasts page or its functionality.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To enable Forecasts users:||“Manage Internal Users”|
|To assign partner profiles to partner portals:||“Customize Application”|
Make sure that you’ve done the following.
- Enabled partner portals
- Created a partner portal
- Created a partner profile and assigned it to your partner portal
- Enabled an account as a partner, and enabled partner portal login for a contact of that account
From Setup, enter Users in the Quick Find box, then select Users and select the partner portal contact that you created.
Make sure that the Active and Allow Forecasting checkboxes are selected.
Enable the partner portal user in the forecast hierarchy, and make sure that the person is assigned to an active forecast manager.