|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To enable and customize the Partner Portal Lead Inbox component:||“Customize Application”|
Starting in Summer ’13, the partner portal is no longer available for organizations that aren’t currently using it. Existing organizations continue to have full access. If you don’t have a partner portal, but want to easily share records and information with your partners, try Communities.
Existing organizations using partner portals may continue to use their partner portals or transition to Communities. Contact your Salesforce Account Executive for more information.
Include the Partner Portal Lead Inbox component on home page layouts assigned to partner portal users. When a user logs in to your portal, they see a list of leads for their lead queues. The user can click Accept next to a lead to take ownership of it; they won't see complete lead details until they click Accept.
The Lead Inbox only displays on the user's home page when there are leads to accept. When the user accepts a lead, they become the owner of the lead and the lead disappears from the Lead Inbox.
After you add the component to home page layouts assigned to portal users, you can choose the columns that show up:
- From Setup, enter Partners in the Quick Find box, then select Settings.
- Click the name of your partner portal.
- Click Customize Lead Inbox.
- Add, remove, or rearrange fields from the Selected Fields list.
We recommend hiding important lead fields, such as Company Name and Lead Name, from partner portal users so that they don't selectively choose which leads to accept.
- Click Save.