Create Channel Program Member with a Partner Account

Channel Programs help channel managers organize multiple-channel sales organizations. Managers can create programs for different types of partner users, like Resellers, Value Added Resellers (VARs), Distributors, and Managed Service Providers (MSPs). They can also organize partner users based on geography or level of expertise. 

Create a channel program to provide partner users access to leads within their region, relevant marketing events, and relevant resources. If a partner user joins a team, you can add them to a channel program by making them a channel program member. You can add or remove channel program members from a channel program at any time.

Channel Programs are available to users with Partner Community licenses.

A channel program member in Salesforce represents a partner who is a member of a channel program.

Enable feed tracking on the Channel Program Member object to easily track partner activity, such as when a member changes to a different level. Be sure to add the Name column to the Channel Program Member related list. You can use the name to navigate to a member’s feed.

Channel Program Member creation procedure - 

Steps to create a channel program:

1. From the App Launcher, find and open Channel Program.
2. Click New and enter a name, category, and description.
3. Activate the Program.
4. Save the channel program.

1. From the App Launcher, find and open Channel Program Levels.
2. Click New and enter the name, channel program, rank, and a description.
3. Save the channel program level.

Create a Channel Program Member:

1. From the App Launcher, find and open Accounts.
2. Open a Partner Account and go to Related Lists.
3. Click New on Channel Program Members related list.
4. Select the Channel Program and Channel Program Level for the Account which needs to be associated to the channel program member.
5. Save.

Note: The Account should be a Partner Account to have a Channel Program Member associated to it.

In case of multiple channel program members associated to an Account, the first member which was associated to the Account record would display on the record's page layout. To check other associated Channel Program Member records to the Account, navigate to the Related List.

Removing the first channel program member will automatically take the next associated member to display on the layout.