Configure Partners for Channel and Partner Roles

To fully use partner relationship management for channel sales execution, you must perform several configuration procedures. The following sections provide steps to configure pages for Partners and Partner Contacts in Application Composer.

Configure Pages With Application Composer

The following Application Composer steps are not mandatory configuration steps. However, in cases where the brand owner company must provide a different page layout to the partner administrator, you must configure the following pages:

• Edit Partner: Profile page

• Create Partner Contact page

• Edit Partner Contact: Profile page

Note:

Partner and partner contact list Summary Table pages are also configurable using Application Composer, but Summary Table pages are not configurable based on role. Any configurations done to the list pages are applicable across all user roles.

Configure the Partner Profile Page

Application implementation consultants and sales administrators can use these steps to configure the Partner Profile page for channel and partner roles.

1. In your active sandbox, click Navigator.

2. Click Tools, and click Application Composer.

3. Navigate through tree: Standard Objects: Partner: Pages.

4. Select the Default layout under Details Page Layouts.

5. Click Duplicate Layout.

6. Give the new layout a meaningful name like Partner Administrator Layout.

7. Click Save and Edit.

8. Now you can edit details in the Partner profile tab based on what attributes you want to expose to partner users.

   Note:

   Other subtabs like Opportunities, Contact, and Activities are also available for modification from here.

9. After you make all of your layout changes, click Done.

   You see the new layout in the Details Page Layouts table.

10. Ensure that you select the right role (Partner Administrator) you want to apply for the layout.

Configure the Create Partner Contact Page

Application Implementation Consultants and Sales Administrators can use these steps to configure the Create Partner Contact page for channel and partner roles.

1. In your active sandbox, click Navigator.

2. Click Tools, and click Application Composer.

3. Navigate through tree: Standard Objects: Contact: Pages

4. Select the Default layout under Creation Page Layouts - Create Partner Contact.

5. Click Duplicate Layout.

6. Give the new layout a meaningful name like Partner Administrator Layout.

7. Click Save and Edit.

8. Now you can edit details in the Create Partner contact page based on what attributes you want to expose to partner users

9. After you make all of your layout changes, click Done.

   Note:

   You see the new layout in the Details Page Layouts table.

10. Ensure that you select the right role (Partner Administrator) that you want to apply for the layout.

Configure the Partner Contact Profile Page

Application Implementation Consultants and Sales Administrators can use these steps to configure the Partner Contact Profile page for channel and partner roles.

1. In your active sandbox, click Navigator.

2. Click Tools, and click Application Composer.

3. Navigate through tree: Standard Objects: Contact: Pages

4. Select the Default layout under Details Page Layouts - Edit Partner Contact.

5. Click Duplicate Layout.

6. Give the new layout a meaningful name like Partner Administrator Layout.

7. Click Save and Edit.

8. Now you can edit details in the Partner contact profile tab based on what attributes you want to expose to partner users.

9. After you make all of your layout changes, click Done.

   Note:

   You see the new layout in the Details Page Layouts table.

10. Ensure that you select the right role (Partner Administrator) that you want to apply for the layout.