Partner Community Administrator Training

Partner Community Administrators are responsible for controlling user access and permissions on the Partner Community for their own company.  The first person to join the Partner Community is designated as an Administrator. As your company's administrator, you can invite your users to join, grant them various permissions (like Managing your AppExchange Listing), keep them up to speed on the latest Salesforce Partner Program communications, and teach them how to use the Partner Community. If you would like to be set as an Administrator, contact your company's current Partner Community administrator(s) to request the "Manage Users" permission. Review the Partner Community Admin Training (slides below) to get started. 


What You Need to Know

1. Understand how to be a Partner Community Admin (see Admin Tutorial slides above). 
2. Invite your users to join the Partner Community through the "Manage Users" tab (you will need the email address of your colleague).
3. Users you invite will need their own Salesforce org credentials.  They can get a free Developer Edition org (does not expire) here.
4. After inviting your users to join, direct them to the  Signup Help Page and have them review the 'Existing Partners' tutorial before they proceed (to reduce login errors).
5. Take the Partner Community User Training and forward this link to all of your users to help them get started ( http://p.force.com/pcuser).
6. Review your own permissions and all of the other Partner Community Administrators for your company (scroll down to see the "View Admin List" button at the bottom of the page).

7. As your company's Partner Community administrator, you can grant your users various permissions (see below).
8. Engage with our Salesforce Team and other administrators in the Partner Community Administrators Group.   

The permissions that can be extended and what they enable users to do are detailed below:

 Permission Name Purpose
 Manage Users Invite new users to join, assign permissions or revoke access.
 Manage Listings Upload your Managed Package, create/edit your AppExchange Listing(s) and view related analytics in the Publishing Console.
 Manage Cases View support cases reported by your users.
 Manage Leads  Manage leads created by your users. This permission only applies to Consulting partners.
 Manage Opportunities View all opportunities for your company. This permission only applies to Consulting partners.
 Manage Projects Manage projects created by others in your company. This permission only applies to Consulting partners.
 Manage Partnership View your Consulting Partner Program Status and Certifications pages to manage your partnership with Salesforce.
 Manage Education View Trailhead badge and certification progress across your organization and for individual users. 

FAQ

Q: How can I invite employees from my company? 
A: As a Partner Community administrator, go to the Manage Users tab in your dashboard, select “Invite User”, enter their email address, and grant the appropriate permissions.

Q: What should I do if my users are having issues getting access?
A:
Before submitting a case, here are some things to keep in mind: 

  • The email address of the user you invite must match the email address on their Salesforce org profile. For example, let’s say the email address that I used to sign up for my Salesforce org is user@gmail.com. The email address you use to invite your user must be user@gmail.com (and must be an email address you can access). 
  • If your user is encountering a loop and continues to be presented with the Salesforce Login screen and/or no error message is encountered, please have your user verify if they are using the invitation link that was sent to their Inbox (subject line “You’ve been invited to join the Salesforce Partner Community”). Once verified, have them re-open the link in an Incognito Window (or Private Browser Window). If your firm uses Single Sign On (SSO), have them re-try using the invitation link with using SSO to verify access. 
  • If your user encounters an error message (e.g. …you’re an existing partner…), make sure that the invitation email and the email address the user used to sign up for their Salesforce org (the one they used to log in to the Partner Community) match. If issue continues, submit this case on behalf of your user.
Q: My user is still having issues signing up for the Partner Community. They follow the steps outlined in the tutorial on the Signup Help Page (and reviewed the guidelines above), but is still unable to get in. What should they do?
A: Email partnercommunications@salesforce.com with your company name, company email address, the error message you are receiving, and a screenshot (if possible).

Q: How do I restore access for a revoked user in the Partner Community? 
A: Salesforce Partner Community administrators cannot un-revoke a user. Please submit this case, and provide the Salesforce username of the user who was revoked to make this request. 

Q: How can a user change their Partner Community username? 
A: Note that changing Partner Community usernames will remove the user's Collaboration data in the Partner Community; however, all cases, projects, opportunities, and leads will transfer over. Please  submit this case and provide the user's current Salesforce username, as well as the new Salesforce username they wish to use. 

Q: If my user no longer has access to their Salesforce org, can they still access the Community? 
A: No, Partner Community usernames are not created specifically for the Partner Community, they are borrowed from a Salesforce username. This reduces the amount of unique usernames a partner has to keep track of while running their business. If the Salesforce username is tied to an org which has been put into a hold or lock status, the user would not be able to access their Salesforce org. Consequently, they will not be able to access the Partner Community with the same username. You will need to help the user resolve their login issue to the org, which will then also allow the user to access the Partner Community. 

Q: What if my user’s org expired? Can they still access the Partner Community? 
A: No, they cannot. If this happens,  submit this case on their behalf and provide their Org ID, the type of org being extended, and the desired expiration date. 

Q: What if my org expired? What should I do if I cannot access the Partner Community?
A: If your org expired, please create a free Developer Org  here (does not expire), use those new credentials to signup for the Partner Community, and then  submit this case to transfer your data to your new Developer Org. 

Q: I have a user who had Partner Community access with their old company. Can they move their Collaboration data to their new username? 
A: A user who has switched companies needs to get set up as a new user, they cannot take their old data or any other Chatter data with them to a new company.

Q: Can I view a list of all the Partner Community administrators for my company?
A: Yes! See the  Partner Community Access page to see a list of the Partner Community administrators for your company.

Q: I'm listed as a Partner Community Administrator, but I'm not the appropriate contact for this role. How can I remove this permission? 
A: If there are other Partner Community administrator for your company, contact them and request to remove your "Manage Users" permission. If there aren't,  submit this case and let our partner support team know who should be set as the administrator.  There must be at least Partner Community Administrator for your company.

Q: My company name is showing up as "Customer". How can I fix this?
A: Follow  these instructions to update your company name. 

Q: I heard that users can display Trailhead badges & Salesforce certifications on their profile. How can I do this?
A: That's correct! Follow  these instructions for best results. 

Q: Users that I invite are asking me which Salesforce org they should use (they have multiple logins). What should I tell them?
A: The Signup Help page offers guidance and an FAQ to address this.  To access the Partner Community, we recommend using the Salesforce username that you use most often in your day-to-day work. All types of Salesforce orgs can be used, other than sandboxes. This includes any CRM edition org, Developer Edition org, or trial credentials. If you do not have a Salesforce org, we recommend using a free Developer Edition account.  Keep in mind that some domain names are not allowed as Usernames. The excluded domains include @partneracademy, @partnertraining, @sso.salesforce.com, @guest.salesforce.com and @partnerforce.com. Any partner attempting to use these domains will receive an error message.