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Sales Pipeline Visibility and Forecasting
Partner Portal User Opportunities in Pipeline Forecasts

Partner Portal User Opportunities in Pipeline Forecasts

Partner portal users are external to your Salesforce org but sell your products and services through indirect sales channels. Your partner portal users use a portal to log in to Salesforce. Partners can create opportunities, and users can assign opportunities to them.

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

Opportunities that a partner portal user creates can roll up to the forecast of the account owner. The account owner must be the person’s forecast manager in the role-based forecast hierarchy for the opportunities to roll up into the forecast. For example: If Anne adds opportunities in her portal, Gordon sees those opportunities in his forecast. Because Gordon is Anne’s forecast manager, he can adjust forecasts based on her opportunities and see how she’s tracking against her quota.

  • Gordon Johnson owns a partner account that’s called Acme.
  • Gordon has an Acme contact named Anne Smith.
  • Anne is a partner portal user.
  • Anne reports to Gordon in the forecast hierarchy.
 
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