Partner portal users are external to your Salesforce org but sell your products and services through indirect sales channels. Your partner portal users use a portal to log in to Salesforce.
Partners can create opportunities, and users can assign opportunities to them.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
Opportunities that a partner portal user creates can roll up to the forecast of the account owner. The account owner must be the person’s forecast manager in the forecast hierarchy for the opportunities to roll up into the forecast. For example:
- Gordon Johnson owns a partner account called Acme.
- Gordon has an Acme contact named Anne Smith.
- Anne is a partner portal user.
- Anne reports to Gordon in the forecast hierarchy.
If Anne adds opportunities in her portal, Gordon sees those opportunities in his forecast. Because Gordon is Anne’s forecast manager, he can adjust forecast amounts based on her opportunities and see how she’s tracking against her quota.