The Advanced Partner Center

The Advanced Partner Center role gives your partners access to a wider variety of transactions and records than the standard Partner Center role.

For example, your partners can create their own promotion codes, and track the commission they have earned. They can track their customer and contact records. They can also keep track of upcoming campaigns and view reports to stay on top of sales and support cases involving your partnership.

To assign the Advanced Partner Center role, an administrator must enable both the Partner Access and the Advanced Partner Access features. An administrator should go to Setup > Company > Enable Features (Administrator) > Web Presence subtab.

For on how to give a partner access to the Advanced Partner Center, see Assigning the Advanced Partner Center Role.

By default, the Advanced Partner Center role combines many of the benefits of the Sales center and the Support center.

	Create	Full	Edit	View
Transactions			Estimate Find Transaction Opportunity Sales Order
Reports				Lead Snapshot/Reminders Partner Commission Sales Sales Force Automation Sales By Partner Sales By Promotion Code Support Support Case Snapshot/Reminders
Lists	Export Lists Notes Tab Promotion Code	Contacts Customers Email Template Events Partners Phone Calls Tasks	Campaign History Cases CRM Group Find Entities Mass Updates Perform Search Track Messages	Calendar Campaign CRM Lists Financial History Items Knowledge Base Non Posting Registers Units

Related Topics

• Creating a Partner Record
• Associating Partners With Customers and Transactions
• Records as Multiple Types
• The Partner Center Role
• Assigning the Advanced Partner Center Role

General Notices