Salesforce Partner Portal
What is the Partner Portal Salesforce?
The Salesforce Partners Portal allows Salesforce partners to access and manage accounts through a secure website. Using a partner portal in Salesforce Experience Cloud means partners also have access to resources and tools to help you grow your business.
Partners can view and update their account information, and manage subscriptions and billing. Partner portals offer a resource library with training material, best practices, and documentation that support partners with using Salesforce effectively.
Partners can connect with one another to share ideas and discuss best practice guides through the partner community. The partner portals also include tools that you can use to market your Salesforce solutions to customers.
Basic Steps for Portal Creation
Before opening a Partner Portal in Salesforce you must be registered as a Salesforce partner (read our Salesforce Experience Cloud implementation guide for more info). Once your registration is complete you can create your Partner Portal:
1. Navigate to Setup > Partnbers > Partner Portals.
2. Select Create Partner Portal.
3. Add a name and description for your portal.
4. Choose the features you want to include in your portal and click Create.
Your partner portal is good to go and you can invite partners via an invitation email.
Things to Consider
When creating a portal there are some things to keep in mind like the purpose of your portal and what you want users to be able to achieve with the portal, who will be using your created portal, what data should the users be able to see and edit, and of course the all-important security question of how you will control access to the portal.
Benefits of Creating a Portal
Creating your own portal can offer your business benefits like reducing the workload on your customer support team by providing self-service access to information. You can improve your customer satisfaction by providing an easy and convenient way for users to access information.
By providing portals to connect your internal team and external users you can increase collaboration and encourage the sharing of information. Most importantly, portals can help you reduce costs by removing the need for manual data entry and automating processes, meaning you have more time and money to focus on important business decisions.
Partner Portal Examples
The Partner Portal is designed to help you collaborate with your business partners but if are still not sure how you can apply this to your organization we have listed some common examples of how businesses can benefit from using Salesforce Partner Portals.
Partners can access the portal leads to view and manage an assigned lead. Portals allow users to make updates to lead status, collaborate with the internal sales team to convert leads to opportunities and add important notes. If your business sells physical products you can manage your inventory, know when you need to replenish stock, and track shipments.
Opportunity tracking means you can track the progress of your sales opportunities in real time. Deal registration is easy with partners being able to register new opportunities or deals in the portal, this means the parent company can track partner-generated opportunities and provide any necessary support.
Your business can provide training documentation and certification programs on your portal. This can help partners to improve their sales skills and product knowledge. Ensure that partners have access to the latest marketing materials by making assets accessible on the portal. Develop and action joint marketing campaigns through the portal, including tracking how successful the marketing campaign was. You can also allocate and manage funds for partners to execute marketing strategies and promotions.
Partners can access the latest accurate pricing figures and generate quotes using the tools integrated into the portal. Users can easily place orders for products or services on a customer’s behalf which streamlines the ordering process and reduces errors.
Provide partners with access to reporting and analytics tools to allow them to track their performance through sales metrics, revenue generated, and lead conversations. Partners can raise support cases and track the resolution process for customer-related issues.
Partner portals include collaboration features like forums, chats, and document sharing which means your partners can easily communicate and share information with each other.
Managing contracts is simple by hosting them on a shared portal, keeping the process compliant, and remaining transparent. You can integrate your partner portal with other systems like the Salesforce Customer Relationship Management system to provide a seamless experience.
These are just a few examples to showcase how versatile the Salesforce Partner Portal is and how it can enhance relationships between your company and its partners.
Titan: A Third Party App with Robust Salesforce Integration
Using Salesforce to its full extent can be a little daunting, especially if you have no coding knowledge. Titan Web is a good option to consider with its no-code interface, you can effortlessly build scalable organization workflows to connect your customers, partners, and teams. Users can collaborate on the same projects, walk clients through complex document flows, and track the progress of forms across multiple stakeholders.
What is a Salesforce Partner Portal?
A partner portal allows partner users to log into Salesforce through a different website than non-partner users. Partner users are only able to see and manipulate the data you have granted them access to.
How do I access partner portal in Salesforce?
1. Navigate to the Trailblazer.me login page and click Sign Up (located underneath the login button)
2. Click the blue Salesforce button.
3. Input your Salesforce partner credentials.
4. Select Sign Up Using Salesforce.
5. Complete your Trailblazer.me profile.
For more details, click here.
What are the benefits of Salesforce Partner Portal?
You can increase the efficiency of your sales funnel, increase your ROI, and access data from anywhere at any time.
What is the difference between community portal and partner portal in Salesforce?
Portals give external users like partners and customers access to Salesforce whereas communities are aimed at connecting people within Salesforce.
Available on the AppExchange
It’s time to discover the best-kept secret of Salesforce Experience Cloud and dominate the market with a powerful drag-and-drop Salesforce tool. Propel your business to new levels and succeed with automated processes using absolutely no code.
Contact us today through one of our social media channels below.
We hope to see you soon!