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Manage Users and Data Access
Allow External Users to Manage Partner Brands

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Allow External Users to Manage Partner Brands

In addition to administrators and internal users, partner users with the Delegated External User Administrator permission can update and access partner brand information. They can also create co-branded emails, marketing campaigns, websites, and apps for channel sales from information uploaded to the Branding tab.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Admin Permissions Needed
To manage external users: Manage External Users
To create, edit, and delete profiles: Manage Profiles and Permission Sets

To allow partner users with the Delegated External User Administrator permission to manage brands, add the Account Brand related list to the Accounts page layout.

  1. Select the icon of the account that you’re managing, and select Account Management.
  2. To access the Account Brand Detail page, select the Branding tab.
    Account Management Branding tab
    Note
    Note When you merge accounts with brands, the brand information associated with the primary account is retained. Brand information associated with the secondary account is moved to the Recycle Bin, even if there isn’t brand information for the primary account.
  3. To add account brand details, click New.
  4. To update Account Brand details, click Edit.
  5. To create co-branded emails or templates using information from the Account Brand page, use the merge fields under Sender Brand. These merge fields pull information directly from the Account Brand page. Users must have access to Account Brand to use the Account Brand merge fields, otherwise the merge fields are unresolved.
 
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