Partner Relationship Management for Channel Sales Setup

To take advantage of partner channel sales capabilities, you must perform some adjustments that enable various partner-related aspects of the user interface. Other setup tasks may be required depending on your business needs.

Note:

These tasks require that you sign in as a user with administrative privileges, such as the sales administrator or the application implementation consultant.

The following table describes the high-level tasks to set up partner channel sales capabilities, including using Application Composer to modify UI labels, modify page layouts for fields tied to specific roles, and modify notification workflows. The table also includes channel sales setup tasks using Page Composer, such as modifying page layouts for standard fields that use validation logic, hiding fields from roles that don't need to see them, and creating their own saved searches. Refer to the related topics for more information.

Task	Description	Where Performed
Modify UI labels	Change field display labels for partner users.	Application Composer
Modify page layout for fields tied to specific roles	Use dynamic layout by role when you have fields that always need to be exposed for a role, and these fields aren't linked by validation logic.	Application Composer
Modify page layout for standard fields with validation logic	Use when you want to display hidden, standard fields that have linked logical dependencies.	Page Composer
Modify landing page for a role	Modify the list (landing) page layout for an object by adding fields or columns you want to expose for a specific partner role.	Application Composer
Turn off the new fields you added in Application Composer for every role that doesn't need them	Application Composer doesn't support editing object list (landing page) tables by role, so you must disable any new fields you added in Application Composer for every role that doesn't need them.	Page Composer
Create saved searches	Create your own saved searches (saved lists) for end users to speed and filter their searches.	Page Composer
Perform additional standard setups for Leads integration	Set profile options, confirm assignment rules, and set up assessment templates.	Setup and Maintenance work area, Lead Management offering
Perform additional standard setups for Opportunities integration	Set profile options, confirm assignment rules, and set up assessment templates.	Setup and Maintenance work area, Sales offering
Create your own workflow to notify users of partner opportunity actions	Create a customer-defined workflow that notifies partner users when an opportunity is acted upon.	Application Composer

Modify Additional Partner Relationship Management Objects for Channel Sales

While the content in this section doesn't directly support the two business use cases discussed in this guide, if you plan to use additional partner relationship management objects to modify your channel sales capabilities, then you must use the BPM Worklist to modify the approval workflow so that requests go to the correct resource for approval for the following business objects:

• Deal registration

• Partner program enrollment

• MDF

Use Workspace to Improve Productivity

Workspace is a single, unified work area that improves searches and makes key information available, thus accelerating user productivity. Channel managers and partner users can now do all of their work in Workspace, instead of in individual work areas.

To make the Workspace UI available for users, you must enable it first, and then select the objects to enable in the Workspace UI and index for Adaptive Search. You can enable these Partner Relationship Management objects for Workspace:

• Deal registration

• Partner

• Partner contact

Note:

Partner users (except for partner administrators) won't have access to partners and partner contacts in Workspace, but they can access leads and opportunities, for example, if enabled.

Once enabled, users can click the Previous and Next buttons on record detail pages to navigate through their partner, partner contact, and deal registration records in Workspace. This new navigation significantly reduces the time spent going back and forth between edit and list pages.

In addition, users can access partner and partner contact data within dynamic tabs, if you enable them in Workspace. Users can access top-level dynamic tabs that support nested dynamic tabs, letting them act on multiple records simultaneously. See "Use Dynamic Tabs and Nested Dynamic Tabs" in the Related Topics for more information about how these tabs work.

For a complete list of all objects that you can enable for Workspace, see "Enable Workspace" in the Related Topics.