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Partner Cloud
Set Up Partner Cloud

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Set Up Partner Cloud

Learn how Partner Cloud Initial Setup prepares your Salesforce org for partner collaboration by combining automated and manual configuration steps. Executed exclusively by admins from Salesforce Go, this setup lays the foundation (permissions, site visibility, and app access) for both channel managers and external partners.

Required Editions

Available in: Lightning Experience
Role Responsibilities
Salesforce admin Exclusively completes the Partner Cloud Initial Setup.
Channel manager Owns partner accounts and users, and manages partner leads and opportunities through a separate guided setup after initial setup is complete.
Partner user External user who accesses the published site to manage and create leads, opportunities, and contracts.
Partner Cloud Initial Set Up from Salesforce Go
  • Turn On Partner Cloud Initial Setup
    Turn on Partner Cloud Initial Setup to prepare your Salesforce org for partner collaboration. Salesforce automatically runs five configuration steps, including enabling Digital Experience Cloud and creating a partner community site.
  • Set Up Channel Manager Experience
    Configure roles, sharing settings, and permissions so your channel managers can manage partner accounts and opportunities. Complete this setup after Partner Cloud Initial Setup runs its five automated steps.
  • Set Up Partner Experience
    Configure your Salesforce partner ecosystem by reviewing org-wide sharing settings, building and publishing your site, and granting user profile access before activating the site for your channel managers.
 
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