3Manage Partners

This chapter contains the following:

Channel account managers can create and manage partners using the Partner UI pages. Channel account managers can:

  • Create new partner users.

  • Review partner profile information, such as name, address, and contact information.

  • Build and view lists of their partners.

  • See overview information for opportunities, leads, enrollments and activities.

  • Edit partner detail information.

Create a Partner Saved Search

Channel managers and partners can create a saved search based on the current user for the Partner business object. They can use this saved search to search for partner records that they created or updated.

Create a Saved Search for the Current User

To create a saved search for the partner business object based on the current user:

  1. Sign in with your channel manager or partner credentials.

  2. Click Partner Management and Partners.

  3. On the Partners page, click Show Advanced Search.

  4. Click Add, and select Created By or Last Updated By.

  5. In the Created By or Last Updated By search field, select Current User.

  6. Click Save.

  7. In the Create Saved Search dialog box, type a name for the new saved search, for example, Partners I Created or Partners I Last Updated.

  8. (Optional) Select the Set as Default check box to make this search the one that loads when a user first displays the page.

  9. (Optional) Select the Run Automatically check box to run the search automatically when this search is loaded.

  10. Click OK to save your search.

Create a Saved Search for the Site or for a Specific Role

To create a current user saved search with Page Composer for your entire site or for a specific job role:

  1. Sign in with your channel manager or partner credentials.

  2. Ensure that you're in a sandbox.

  3. From the Settings and Actions menu, click Edit Pages.

  4. Either select the option to edit pages at the Site level or select the option to edit pages at the Role level, choose the specific job role, and click OK.

  5. Click Partner Management and Partners.

  6. On the Partners page, click Show Advanced Search.

  7. Click Add, and select Created By or Last Updated By.

  8. In the Created By or Last Updated By search field, select Current User.

  9. Click Save.

  10. In the Create Saved Search dialog box, type a name for the new saved search, for example, Partners I Created or Partners I Last Updated.

  11. (Optional) Select the Set as Default check box to make this search the one that loads when a user first displays the page.

  12. (Optional) Select the Run Automatically check box to run the search automatically when this search is loaded.

  13. Click OK.

  14. To close Page Composer, click Close.

  15. Test your new saved search.

  16. Publish your sandbox to make the saved search available.

Review Partner Overview Information

The following table shows the partner's key information and transaction summary details that channel account managers can view.

Partner Object Information Channel Managers Can View

Key Partner Profile Details

  • Type

  • Status

  • URL

  • Address

  • Primary Contact

  • Owner

  • Contacts

Deals

  • Open Leads

  • Pending Deal Registrations

  • Open Opportunities

Enrollments

  • Active Enrollments

  • Enrollments Pending Approval

Open Activities

All

Open Service Requests

All

View the Partner Overview Page

Channel account managers can use these steps to access a partner's overview page:

  1. Sign in with your channel account manager credentials.

  2. Click Partners.

  3. From your list of partners, search for and select the partner you're interested in reviewing.

  4. Review the partner information on the overview page.

  5. You can click the links on the individual infolets to expand their details.

  6. You can navigate back to your list of partners to select another partner to review.

Create New Partner Accounts

Channel managers can use the Partners UI to create new partner accounts, including the partner user (resource) for the partner account and the primary contact for the partner account. Channel managers can also activate the partner account from the Partners UI during the partner account creation process.

Create Partner Account

Channel account managers can use these steps to create a new partner account, partner resource, primary contact, and activate the partner account.

  1. Sign in with your channel manager credentials.

  2. From the landing page, click Partner Management, and click Partners.

  3. Click Create Partner.

  4. Provide the following information for the partner:

    The following table shows the fields available on the Create Partner page, and indicates what to type or select in each field.

    Field Name What to Type or Select

    Name

    Type a unique name for the partner account you're creating.

    Type

    Select the type of partner account you're creating. Default values are:

    • Business process owner

    • Certification and compliance provider

    • Education services provider

    • Independent software supplier

    • Original equipment manufacturer

    • Re-seller

    • Support services provider

    • Systems integrator

    • Value added distributor

    Level

    If you have enabled levels, select the level for the partner account. Default values are Gold, Platinum, Premier, Silver, and Strategic.

    Status

    If you want to make the new partner account active, select Active. Otherwise, select Prospective or Registered. The partner account must have a primary contact before you can save the partner as Active.

    Country

    Select the country where the partner account is located.

    Address Line 1

    Type the street address of the partner account.

    City

    Type the city where the partner account is located.

    State

    Type the state where the partner account is located.

    Postal Code

    Type the postal code for the partner account.

  5. You can create the primary contact for this partner account at the same time you create the account. The application automatically assigns the Partner Administrator role to the primary contact and a partner account must have a primary contact assigned before you can activate the partner account. To create the primary contact, click the Create Primary Contact check box.

  6. Provide the following information for the primary contact:

    The following table shows the fields available on the Create Primary Contact page, and indicates what to type or select in each field.

    Field Name What to Type

    First Name

    Type the first name of the primary contact.

    Last Name

    Type the last name of the primary contact.

    Job Title

    Type the job title of the primary contact.

    Email

    Type the email address for the primary contact.

  7. Click Save and Close.

Inactivate Partner Account

You can't delete partner accounts, but you can inactivate them by changing the status to either Expired or Terminated.

Edit Partner Information

Channel account managers edit partner information by filtering their list of partners to find and select the partner, then clicking the Edit action.

Use the following steps to edit partner information:

  1. Sign in with your channel account manager credentials, and click Partners.

  2. From your list of partners, search for and select the partner with information you want to edit.

  3. Click the partner's Profile tab.

  4. Update the information for the partner.

  5. Click Save and Close.

Manage Partner Announcements

Announcements are an effective means of providing your partners with important information. If you have sales administrator or channel operations manager credentials, you can use the Partner Announcements page to manage the announcements you want your partners to see on their home page when they sign into the channel organizations applications.

You can use the Show tool on the Partner Announcements page to view active, expired, and future partner announcements.

Create a New Partner Announcement

Channel operations managers and sales administrators can use these steps to create a new announcement for a partner or partners.

  1. Sign in with your channel operations manager or sales administrator credentials.

  2. From the Partner Management page, click Partner Announcements.

  3. On the Partner Announcements page, you see a list of all active partner announcements.

    Note: You can see expired or future announcements by setting the Show filter to Expired or Future respectively.
  4. Click Create Announcement to create the partner announcement.

  5. On the Create Announcement page, provide the following required information:

    • Subject: what the announcement is about in a couple words

    • Start Date: you can send future announcements by selecting the appropriate date.

    • End Date: you can set a date for the announcement to end.

    • Content: you can add plain text, html, an embedded icon, image, video, or hyperlink.

  6. You can click Save and Close to save the announcement and it will be sent to all partners when activated.

  7. If you want to send the announcement to one or more specific partners, select one of the following Audience options:

    • Select Partners by Attributes: you specify partners based on partner country, partner type, or partner level.

    • Select Specific Partners: click Add Partner and select at least one partner from your list of partners.

  8. Click Save and Close to send the announcement out to the specified partner or partners.

    When the date indicated as the start date for the partner announcement occurs, the announcement appears to partners on their home page and remains there until the specified end date or until you specify and end date.

Deactivate a Partner Announcement

Channel operations managers and sales administrators can use these steps to deactivate an announcement so their partner or partners can no longer see it.

  1. Sign in with your channel operations manager or sales administrator credentials.

  2. From the Partner Management page, click Partner Announcements.

  3. On the Partner Announcements page, you see a list of all active partner announcements.

  4. Select the announcement you want to deactivate.

  5. On the Edit Announcements page, provide an end date for the announcement.

  6. Click Save and Close to deactivate the announcement on the specified end date.

Impersonate a Partner User

Partner impersonation enables channel managers to see the UI pages and data exactly as the partner user sees them. Partner impersonation is helpful for troubleshooting user complaints about the UI pages or data. Channel managers do not need the partner user's specific permission to impersonate the partner user.

Channel managers can use these steps to impersonate a partner user.

  1. Sign in with your Channel Account Manager credentials.

  2. On your springboard, click Partner Management.

  3. Click Partners.

  4. Search for and select the partner account where the partner user works.

  5. On the Partner Contacts subtab, search for and select the partner user you want to impersonate.

  6. On the Edit Partner Contact page, click Manage User Details.

  7. In the User Account region of the Manage User Details page, click Login as User and provide your channel manager credentials.

  8. You can update the following:

    • Accounts

    • Contacts

    • Leads

    • Deal Registrations

    • Opportunities

    • Activities

Note: An audit record tracks all changes made by the channel manager while impersonating the partner user, including the user name of the impersonator and changes made during the impersonation.

When partners are in Prospective status, they have limited access to the channel organization's applications. Prospective partners can do the following:

  • Access their personal profile.

  • View and edit their profile information, such as email address, password, and some personal preferences.

What Prospective Partners Can Do

Prospective partners can view and edit their personal information, view and edit their opt-in setting, reset or change their password and change their security questions and answers. They can update personal information like name, title, country, and so on.

FAQs About Partners

What's a partner profile?

A partner profile contains partner-specific information, like company phones, fax, website, address, industry, geography coverage, partner company description, company number, industries served, and so on. Each channel organization has a different set of partner profile information that it would like to capture, for example, number of sales employees, tax ID, certifications, opportunities closed last year information, and so on.

Channel managers can enter partner profile information. The profile information helps channel managers understand and differentiate their partners to provide appropriate sales support and incentives to maximize channel sales.

Some partner profile information can also be derived from partner sales transactions, for example, closed partner opportunities revenue last year or partner data stored in external sources. Partner users and partner administrators can update some partner profile information.

What partners does selecting My Partners display?

When you select the My Partners list in the Partners work area, the application displays a list of all of the partners where you're listed as the partner owner. You're automatically the partner owner if you created the partner or an application administrator can designate you as the owner.

What partner records do the different record sets permit you to search?

The different record sets provided in the Saved Searches window restrict your saved searches to different sets of partners.

The following table lists and describes the record sets for partners.

Tip: To improve saved search performance, restrict your saved searches to smaller record sets. For example, rather than searching all the records you can see, search all the records where you are on the team. Or, restrict your searches to a smaller geographical area. For example, search all the partners in one state instead of the whole country.
Record Set Name Description

I own

Partners you own. You're the partner owner if you created the partner or if ownership was assigned to you.

I am on the team

Partners where you're on the partner team. You're on the partner team if you're the partner owner or were added as a member by another team member.

All records I can see

Partners that you can view depending on your partner team membership, sales territory assignments, your position in the organization, and security permissions.

Why can't I see some partner profile attribute values when I create a partner?

The synchronization job updates the data from Lookups to BI and then from BI into the territory dimension tables, so you must run the territory dimension synchronization process to include new lookup values. The partner profile attributes listed in the following table require you to run the territory dimension synchronization process before you can see their existing or changed values in the UI.

The following table shows the partner profile attributes that read from territory dimensions and require synchronization, including Partner Geographies, Partner Industries, and Partner Focus Areas. This table also shows the task name and profile option used to manage the attributes of each, including the Manage Territory Geographies task for Partner Geographies Served, the Manage Profile Options task and the MOT_INDUSTRY_CLASS_CATEGORY profile option for Partner Industries, and the Define Sales Catalog - Manage Product Groups task for Partner Focus Areas.

Attribute Name Task Name Profile Option or Lookup Name

Partner Geographies Served

Manage Territory Geographies - the geography structure used by Territory Manager.

N/A

Partner Industries Served

Manage Profile Options

MOT_INDUSTRY_CLASS_CATEGORY - contains the classification category used for Industries Served dimension.

Partner Focus Areas

Define Sales Catalog - Manage Product Groups

N/A