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A partner portal is a separate website where organizations can share Salesforce information and collaborate with external partners, for instance, resellers, distributors, suppliers, and other non-employee stakeholders. Non-partners do not have access to this website, and Salesforce portal users cannot own partner accounts.
Join us in the article below to find out more about Salesforce portals and user visibility.
Partner portals are a secure space used to improve communication between your organization and its partners. You can enable single sign-on so that your partners can access Salesforce with one set of credentials. Partners can easily send messages and updates to each other, which can help to keep everyone informed and on the same page.
Because partners have access to Salesforce data, they are empowered to collaborate on projects and cases that will lead to improved productivity and efficiency. Salesforce Partner portals can also help to increase transparency between your organization and its partners. Partners can see what data is available to them and how it is being used, which can help to build trust and confidence.
Partner portals are customizable to meet the specific needs of your organization and its partners. You can control the level of access that partners have to Salesforce data, and data can be encrypted to protect it from unauthorized access. You can also customize the look and feel of the portal according to your branding to give your partners a sense of continuity.
Partner portals can be used to:
You can use Salesforce Experience Cloud to create and manage partner portals. In fact, Experience Cloud is a more modern and versatile platform that has replaced the older Partner Portal feature in Salesforce (read our Salesforce Experience Cloud implementation guide for more info). It allows you to create and customize partner communities to collaborate effectively with external partners, such as resellers, distributors, suppliers, and other non-employee stakeholders.
Here is how Salesforce Experience Cloud can be used for partner communities:
Salesforce offers a specific Partner Community license specifically designed for partner users. You can assign this license to your external partners to grant them access to the partner community. Communities are versatile and can be used for various external as well as internal collaboration scenarios, including partner collaboration, customer communities, employee communities, and so on.
Other license types include Customer Community and Employee Community, which can be tailored to specific use cases and user types.
Experience Cloud includes a powerful tool called Community Builder, which allows you to create, design, and customize the partner community’s user interface and functionality using a point-and-click interface. You can build a branded and tailored partner portal with templates, themes, and components. To get access to the Salesforce Partner Community, make sure that your company is enrolled in the Salesforce Partner Program
Communities provide a modern, responsive user interface that can be accessed on various devices, including desktops, tablets, and smartphones.
Experience Cloud seamlessly integrates with Salesforce and other systems, enabling real-time access to data such as leads, opportunities, cases, and custom objects. You can control data visibility as well as Salesforce product visibility, and access using Community Sharing Sets, ensuring that partners see the information relevant to their role.
Experience Cloud can be configured to support single sign-on (SSO), making it easier for partners to access the community with their existing credentials and reducing login complexity.
You can leverage collaboration features within the partner community, such as Chatter and Salesforce Files, to facilitate communication and document sharing among partners and your internal team.
Experience Cloud provides robust security and access control capabilities, allowing you to define who can access the community and what data they can see and edit.
You can use the reporting and analytics features within Experience Cloud to track partner performance, monitor deal progress, and gain insights into community engagement.
While Experience Cloud allows for extensive point-and-click customization, you can also use custom code (Lightning components, Apex, etc.) for more advanced customizations and unique functionality.
You can decide who has access to what by controlling and managing user access and data visibility of the site.
Community User visibility is managed through Salesforce’s security model, but it provides robust customization options. You can define data access rules using sharing sets, sharing groups, and custom permissions to control what users can see and do. In Salesforce Community Portals, user visibility refers to the ability to control and manage access to specific features, data, and functionalities within the community environment.
In Salesforce, “visibility rules” refer to the configurations that determine which users or groups can access specific data and records within the Salesforce platform. These rules are essential for maintaining data security and ensuring that users can only see and interact with information relevant to their roles and responsibilities.
Here are some common types of visibility rules in Salesforce:
Titan Web, a Salesforce-integrated platform, offers seamless integration with the Experience Cloud and serves as a super versatile alternative. With Titan Web, you can create websites, customer portals, and partner portals all on one platform, streamlining your business processes like never before and enhancing site user visibility!
Our drag-and-drop interface lets you easily create stunning portals for your customers and partners. At the same time, our real-time Salesforce integration provides a personalized experience for each user who logs in. Whether you’re using Education Cloud, Marketing Cloud, Financial Services Cloud, or any other Salesforce cloud or product, Titan Web is fully compatible and ready to help you achieve your business goals.
But that’s not all – our platform also offers full branding capabilities so that your portals and websites match the look and feel of your organization. You can design professional interfaces for desktop, mobile, and tablet, arranging columns and pictures exactly the way you want. And with next-generation conditional logic, you’re not limited to the layout of Salesforce – you can house login pages, e-commerce resources, forms, and any process inside your portal.
Experience the power of Titan Web and take control of your online presence today!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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