Implementing PRM Portal

Implementing theSalesforce Partner Portal

salesforce.com

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This guide applies to customers who are implementing PRM after February 14

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, 2008.

Overview

This document walks through an example of the common configurations that customers make totheir PRM implementations. Your implementation requirements may vary from what is outlinedin the example. Some of the topics covered in this document include:

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Creating Profiles for Partners (Required)

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Enabling PRM (Required)

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Creating your first partner user (Required)

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Modifying your security settings (Required)

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Creating Partner Accounts and Users (Optional)

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Configuring Deal Registration (Optional)

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Common Opportunity Configurations (Optional)

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Enabling Lead Conversion via the Partner Portal (Optional)

Creating Profiles for Partners(Required)

The next step is to create Profiles for your Partners Users. Profiles are used to enforce partnerprogram entitlements via the partner portal. If you want to give different partner types (e.g.Resellers, Technology, or Consulting) or different partner tiers (e.g. platinum, gold, bronze)varying entitlements then you will need to create multiple Profiles for your partners. Thefollowing steps explain how to create a Profile.1) Create your first Partner Profile by navigating to

Setup | Administration Setup | Manage Users | Profiles

2) Drill into one of the Partner profiles. You could have one or more of the three PRMprofiles depending on which licenses you purchased: Bronze Partner User (BasicPartner User), Silver Partner User (Standard Partner User), and/or Gold PartnerUser (Strategic Partner User)

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. For the sake of this demonstration, I will use theGold Partner User Profile. Drill into the Gold (or Strategic) Partner User profile.

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In December 2007, the names of the PRM licenses were changed. The new names are Gold Partner,Silver Partner, and Bronze Partner. These are functionality equivalent to the Strategic, Standard, andBasic: Gold=Strategic, Silver=Standard, and Bronze=Basic. The old Partner Edition license is alsoequivalent to the Strategic/Gold license. The labels that show up in your salesforce.com instance willdepend on when you purchased your PRM Licenses.

3) Click the “Clone” button4) Give the new profile a name and click “Save”. For example, “Custom - Gold PartnerUser”5) Now edit the new Profile by clicking the “Edit” button.6) First make sure that the “API Only” checkbox is unchecked. IF THE FIELD ISCHECKED, PARTNER USERS WILL NOT BE ABLE TO LOG IN TO THE PORTAL.7) If the partner will be converting leads, check the “Convert Leads” permission in the“General User Permissions” section of the Profile. Note that only Gold Partner UserLicenses can convert leads (Silver and Bronze cannot). If you have this option