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Partner Communities Overview
You can set up your partner community user to access the same CLM functionality as your internal end users. For server-side document generation to work, the execution mode for Integration Procedure must be set to Synchronous. Otherwise, document generation will fail for digital experience users.
For example, if a communications or utility provider has partners such as brokers, dealers or agents who sell services on behalf of them, these users could create and manage contracts from the provider’s partner community. Partner community users can generate contract documents, create different versions, approve contract documents, create frame agreements, and so on.
Lightning Experience
Here's an example of what your partner community looks like in Lightning Experience. For setup, see:
Salesforce Classic
Here's an example of what your partner community looks like in Salesforce Classic. For setup, see Setting Up Partner Communities for Salesforce Classic.
- Set Up Partner Community User for Salesforce Industries Spring '22 and Later Releases
Perform these tasks to set up the partner (digital experience) user in Salesforce Industries for document generation. - Setting Up Partner Communities for Lightning Experience For Winter '22 and Earlier Releases
Follow these steps in sequence to set up the partner community for Lightning Experience. - Setting Up Partner Communities for Salesforce Classic
Follow these steps in sequence to set up the partner community for Salesforce Classic.
