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            Enable Partner Portal Users to Add Opportunities to Pipeline Forecasts

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            Enable Partner Portal Users to Add Opportunities to Pipeline Forecasts

            If your sales team works with partners, you can include the forecasts from partner user opportunities and add partner portal users to your team’s role-based forecast hierarchy. Your partner portal users can’t access the Forecasts page or its functionality.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To enable forecasts users:

            Manage Internal Users

            AND

            Customize Application
            To assign partner profiles to partner portals: Customize Application
            1. 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.
            2. From Setup, in the Quick Find box, enter Users, and then select Users
            3. Select the partner portal contact that you created.
            4. Make sure that Active and Allow Forecasting are selected.
            5. Enable the partner portal user in the role-based forecast hierarchy. Make sure that the person is assigned to an active forecast manager in the role-based forecast hierarchy.
             
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