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Media-savvy content creator, with a curiosity for all Salesforce experiences.
Do you want to know what is a partner portal is? It’s essentially a web-based platform that you can use to interact and collaborate with partners. Technically, you would know who your business partners are 🙂 but we can guess they probably include resellers, distributors, or even suppliers and associates.
Salesforce Experience Cloud offers your organization features and tools to build partner portals. So, join us below to learn how to effectively manage communication, share data, and collaborate with your business partners using a Salesforce partner portal.
There are many partner portal solutions that you could pick up from the Salesforce Partner Community. The actual price of Salesforce products and services can change anytime, so check out the website for the most current information.
However, we can shed some light on Salesforce partner portal license costs. Join us as we take a look at two of the many Salesforce offerings:
If you want to collaborate with your partners, then a self-service partner portal platform from Salesforce Partner Community Edition is your option. This edition requires a monthly fee per user, so keep in mind that your costs will change based on the number of users you need for your partner portal. Additionally, if you want extra features to customize your portal, you must also prepare for these costs.
On the other hand, if you need an advanced partner portal with more customization and integration options, we suggest you go with the Salesforce Community Partner. This edition requires a monthly fee per user. Remember that extra customization fees, storing data, and other advanced Salesforce partner portal features will cost you additional charges.
We have a few steps that you could use as an implementation guide for a Salesforce partner portal. Follow them below.
Now that you have the pricing and plan figured out, it’s time to create a partner portal. Follow us below as we give you some high-level steps to create a Salesforce partner portal based on Trailhead content.
Now, you need to change the number of partner roles in your partner portal.
Continue with the below steps to create your partner portal in Salesforce.
The portal we helped you create is now in Preview mode, not live. It’s an excellent point to look at your partner portal now, customize it, and then launch it.
We discussed “What is a Salesforce partner portal?”, but what about partner communities? It’s a platform offered by Salesforce that you can use to improve communication and boost collaboration with external business partners. Using a Salesforce Partner Community to engage with resellers, distributors, and agents is a good option for managing the different relationships in your business.
So, which option do you go with for managing partner relationships? Salesforce provides Partner Portals and Partner Communities as solutions, but these two features are pretty distinct. They each have their purpose and list of features. Whether you build a partner portal or a partner community depends on your unique business requirements. For your convenience, we have drafted a quick comparison table.
To allow your partners to access content and material from your online platform. They can use this information to market, sell, and support your business products and services.
The main difference between Salesforce community portal and partner portals is that partners can access lead and opportunity data with a partner portal.
They are Salesforce users who can access objects like opportunities, leads, and campaigns by logging into a portal.
We hope we have answered your questions and more. If you are looking for more Salesforce Cloud advice or solutions, contact Titan. Our no-code platform provides superior channel management, Salesforce B2B partner and B2C experiences, marketing campaigns, automation, and more.
Like what you hear? Feel free to contact us on one of our social media channels below.
We hope to see you soon!
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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