Modify Pages for Channel Sales

Setting up channel sales functionality involves modifying the user interface. By default, partner relationship management UIs are configured for the partner roles, however you must modify these UI pages for the channel roles.

For example, a common modification is adding a Partner column to an object's landing page so that the channel account manager knows which partner the record belongs to.

This topic provides some examples of what you may want to modify. Your unique business requirements, of course, will dictate what you actually change for partner pages.

Create a Sandbox

Before you can make changes to standard objects, you must create a sandbox. Use these steps to create your sandbox.

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. Click your user name and from the Settings and Actions menu, click Manage Sandboxes.

3. Click the New icon (+) or from the Actions menu, select New.

4. In the Sandbox Name field, type a name for your sandbox.

5. Click Save and Close.

   You should see your sandbox displayed in the list of available sandboxes.

6. Select your sandbox from the list and click Set as Active.

Modify Pages

You can add or hide fields or field groups (regions) in the Partner pages. Depending on what you're trying to do, you can use either Page composer or Application Composer to make changes to the UI.

The following table lists some modification scenarios, including creating dynamic layouts, exposing fields for particular roles, and renaming fields. This table indicates which tool you should use for each scenario, and it provides example steps to accomplish each scenario.

Scenario	Tool	Example
You have fields or field groups on a create page or edit (details) page that always need to be exposed for a specific role. You can create Dynamic Layouts to accomplish this.	Application Composer	On the Edit Lead page, you can expose the Channel Manager field for users with partner roles only. On the Create Lead page, you can expose the Partner field for channel users only.
You want to show one or more Partner Information region fields for specific roles when Sales Channel is set to Partner on a lead.	Page Composer	In the Create Lead page, you want to show the Partner and Sales Channel fields, but you want Partner to appear only when the Sales Channel is set to Partner. In the Edit Lead page, you want to show Sales Channel field and the Partner Information field group. However, the Partner Information field group should only appear when Sales Channel is set to Partner. Instead of using Page Composer, you can also accomplish the same scenarios by using dynamic page layouts in Application Composer.
You want to rename fields.	Application Composer	Change Primary Partner to Partner in the Leads pages.

The following table shows examples of fields you may want to expose, and alternate labels you can consider for the field names. Renaming fields is done in the object's Fields page in Application Composer, and exposing or hiding fields is done in the desired page layout in Application Composer for the same object, under the Pages node.

Default Field Name	Modified Display Label
Primary Partner	Partner
Partner Type	Type
Partner Program	Program
PartnerLevelMeaning	Tier
PartnerOwnerName	Channel Manager

The following is a high-level procedure for exposing fields:

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. From the Navigator, click Application Composer under the Tools category.

3. From the list of Standard objects, select the object you want.

   • For Opportunities: Click Standard Objects, Opportunity, Pages.

   • For Leads: Click Standard Objects, Sales Leads, Pages.

4. Edit any modified page layout for the desired type of page, such as the creation page or details (edit) page.

5. From the list of available fields, select the fields you want to expose and move them to the Selected Fields list

6. Click Save and Close to save your changes.

The following is a high-level procedure for renaming fields:

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. Ensure you're in your sandbox. You should see a small banner showing the name of your sandbox displayed across the top of the page.

3. From the Navigator, click Application Composer under the Tools category.

4. In the Application Composer tree, navigate to the Fields area for the object you're modifying:

   • Leads: Click Standard Objects: Sales Lead: Fields.

   • Opportunities: Click Standard Objects: Opportunity: Fields.

5. Click the Standard tab.

6. For each field you want to rename, select the row, click the Edit icon, and under Appearance, edit the Display Label.

7. Save your changes.

Modify the Landing Page

You can modify the partner landing page table fields and columns for specific partner roles. You can use Page Composer or Application Composer, depending on whether or not the fields are already preconfigured for the landing page table.

To modify page layouts in Application Composer, navigate to Standard Objects: Sales Lead: Pages.

The following table provides example field modifications you can make to the Partner landing page, including exposing hidden fields and table columns by using Application Composer and Page Composer. This table also indicates which tool to use for each scenario, and it provides example steps to accomplish each scenario.

Scenario	Tool	Example
Expose any hidden fields or columns that are available for selection in Page Composer in the landing page lists (summary table) for a specific role.	Page Composer	Add the Partner column to the Leads list page for channel user roles only.
Begin the process of adding any hidden fields or columns you want to expose in the landing page lists for specific roles, if the fields aren't available for selection in Page Composer.	Application Composer	Expose the Source and Accepted Date columns in the Leads list table in the Leads landing page. You must first add them to the Leads list table and then use Page Composer to add them as fields to the table. Add the Partner column to the Opportunities list table in the Opportunities landing page. You must first add them to the Opportunities list table and then use Page Composer to add them as fields to the table.
Complete the process of adding any hidden fields or columns you want to show in the landing page lists for specific roles, if the fields aren't available for selection in Page Composer.	Page Composer	You have exposed the Source and Accepted Date columns in the Sales Lead table, but you don't want them exposed for any users except regular partner end users. You must modify the landing page table layout in Page Composer for every job role that you don't want to expose the Source and Accepted Date columns. In other words, for all nonpartner roles, deselect these two columns on the Leads landing page table. (Note that deselecting these fields at the Site layer in Page Composer will make them unavailable at the Job Role layer, even if you have added them in Application Composer.)