© Copyright 2000-2008 salesforce.com, inc. All rights reserved. PRM Implementation Guide Page 1
With the Spring 08 release of Salesforce.com, we introduced a new infrastructure platform forthe partner portal. We are calling this new version of the portal the Partner Portal 3.0. As thetitle of this document implies, existing PRM customers will need to migrate to the Partner Portal3.0 in order to leverage all the new features. This document outlines the process for migratingan existing PRM customer from the Partner Portal 2.0 to the Partner Portal 3.0. It’s important tonote that you can have both versions of the portal running at the same time. This enables youto have partners logging into Partner Portal 2.0 while you are configuring Partner Portal 3.0.The Partner Portal 3.0 is based on the same infrastructure as the Salesforce.com CustomerPortal. Salesforce.com made the move to this new infrastructure so that Salesforce Partnerscustomers could leverage powerful platform features such as s-controls, VisualForce, etc intheir partner portal. Additionally, by moving to this new infrastructure, Salesforce.com will beable to more quickly deliver new partner portal features such as Reports and SalesforceContent in future releases.All customers that enable PRM after the Spring 08 release will automatically be using thePartner Portal 3.0. Customers that enabled the Partner Portal prior to Feb 8
are probablyusing the Partner Portal 2.0. If your partners are logging intohttps://apps.salesforce.com, thenyou are using the Partner Portal 2.0.
New Features in Partner Portal 3.0
The new partner portal released with Spring 08 includes the following new features:
Support for S-controls, custom links, and custom buttons
Support for web-tabs in the portal
Community Idea Forums to get feedback from your partners
A consolidated Tasks list for partners
Better self-service with the ability to change your password
Printer friendly formatting of leads, opportunities, etc
Ability to expose Sales Team, Partner related list, and other related lists
Support for HTML solutionsAdditionally, once VisualForce becomes generally available, customers will be able to developVisualForce pages in the partner portal. All of these new features were made possible bymoving to this new infrastructure.
Missing Features from Portal 2.0
Salesforce.com product management generally recommends that existing customers wait untilthe Fall 08 release (or possibly Summer 08 depending on what features you use) before