Partner Community Administrator User Guide

Audience: All Partner types

This guide provides essential information and actionable steps for Partner Community administrators to manage users effectively and maintain secure operations.

Key Guidelines

Valid Usernames: A valid Partner Community username must be an active Salesforce username associated with a Salesforce org that you, the partner, own. You may not use Salesforce usernames that belong to orgs shared by other partners and/or with Salesforce. For example, you cannot use your user@partnertraining.com username because this Salesforce username belongs to a shared org owned by Salesforce and not you. Additionally, sandbox usernames are prohibited.
Org and Partner Account association: When you are set up in the Partner Community, you are tying the Salesforce username and org to a specific partner account. If you have a new employee who was previously employed by another partner and had Partner Community access with them, they will need to start over with new credentials, because the old credentials are tied to their old partnership.

Please make sure to add all your users to the Partner Community, the full list of users in your Partner Community can be found in the Manage Users tab, once authenticated.

Frequently Asked Questions

How to invite a user to join the Partner Community?

To invite a user, log into the Partner Community and go to the Manage Users tab. From this page, you can manage all users part of your community and send invitations to colleagues to join your Partner Community. Click on Invite New User button and enter the user's email address and assign any additional permissions you want them to have. Once clicked on Invite will send an invite link to the invited user's inbox. Ensure the user is set up with a Salesforce username that they can use to join your partner community. The user needs to ensure they complete the process within 12 hours, otherwise the invitation will expire and they will need a new one. It's recommended that the user copy and paste the invite link in an incognito window.

How to troubleshoot invitation issues?

When new users click on the invitation link they received via email, they will see two options: Log In with Salesforce and Log In with Marketing Cloud. They must select Log In with Salesforce and sign in with the Salesforce username associated with the email address to which the invitation was sent.

The "Log In with Salesforce" option only shows up when clicking from the unique URL. If a user is trying to sign up directly from partners.salesforce.com, the system does not know which partnership to tie the user to.

If the user runs into an error message, log a case and provide the following information:

Salesforce username of the user
Exact steps you and the user took
Screenshot of the error message.

How to provide additional permissions to a user?

From the "Manage Users" tab, click the drop-down button on a user and toggle the appropriate permissions to grant them access to different features. Here is a list of all the features and what they control:

Manage User: Invite new users, assign permissions, or revoke access for users.
Manage Listings: Create and edit AppExchange listings and view related analytics.
Manage Cases: Manage support cases reported by others in your organization.
Manage Leads: Manage leads created by others in your organization.
Manage Opportunities: View all opportunities for your organization.
Manage Projects: Manage projects created by others in your organization.
Manage Partnership: View Consulting Partner Program Status and Certifications pages to manage your partnership with Salesforce.

How to revoke a user's access to the Partner Community?

From the Manage Users tab, find the user you wish to revoke and click the drop-down button beside their name and click on Remove the user. This will remove the user's access and prevent them from logging into your Partner Community.

How to restore access for a revoked user in the Partner Community?

You will need Salesforce Partner Support to action, Salesforce Partner Community administrators cannot un-revoke the user. Please log a case and provide the Salesforce username of the user who was revoked to make this request.

If a user can no longer access their Salesforce org, can they still access the Partner Community?

Partner Community usernames are not created specifically for the Partner Community, they are borrowed from a Salesforce username. This reduces the number of unique usernames a partner has to keep track of while running their business. If the Salesforce username is tied to an org that has been put into a hold or lock status, the user will not be able to access their Salesforce org. Consequently, they will not be able to access the Partner Community with the same username.

You will need to help the user resolve their login issue to the org, which will then also allow the user to access the Partner Community.

I have a user who had Community access with their old company, can they move their Chatter data to their new username?

A user who has switched companies needs to get set up as a new user, they cannot take their old Chatter data or any other data with them to a new company.

Does the Partner Community invitation expire?

Yes, Partner Community invitations in Salesforce do have an expiration period. It is advisable to let the Partner Community admins send a fresh or new invites to its users who wish to join Partner Community.

Is it possible to change my Partner Community username?

No. If you would like to use a different username, you need to use a different user account to be used for Partner Community access.

What should we advise to partner if they requested to include the email address of the PC members?

We cannot provide the email address of the Partner Community members due to security concerns in compliance to GDPR policy. As an alternative, we advise partners to directly connect to their employees to gather the requested data, leveraging the employer-employee relationship.

Is there a way to add multiple users from my company to the Partner Community at the same time?

Unfortunately, bulk registration isn't an option right now. Each user must submit their own registration to ensure the security of our community. For details on how to register, please refer to this article.

How do I find my Partner Community admin?

You can’t directly look up your Partner Community admin. First, check with your internal team. If you cannot identify an admin, or if the admin has left the company, contact Salesforce Partner Support. The support team can provide the names and email addresses of admins who share the same domain and are under your company.