Hi Naill, thanks for this video. As a PRM administrator at the vendor end to manage channel partners, what could be his job here ? Thanks for this detailed video
There are different options but dynamic dashboards could be a good/simple approach : help.salesforce.com/s/articleView?id=sf.dashboards_view_as.htm&type=5
I used this learning tool a couple of years ago with my off shore team so that we all learned how to build a partner community...we all enjoyed it!
Good overview and steps to follow. Thank you
Very good video, covered some ground, well paced and informative. Thanks.
Great initial overlay of PRM and Partner Community. Gave us some very good tips on the set-up.
Brilliant video, many thanks
Hi Naill, thanks for this video. As a PRM administrator at the vendor end to manage channel partners, what could be his job here ? Thanks for this detailed video
Hey Niall, How can I get the 'Channel Sales' App?? part of PRM
thanks
Sir , do we require partner community license before creating a partner ??
are you using community / experience cloud in this video?
yes, exactly that
What is channel manager?
And how to configure it in our org?
How we can remove text Jepson at Left hand top of the template
How can I add more marketing materials to see under library?
How did you make the report for each partner?
There are different options but dynamic dashboards could be a good/simple approach : help.salesforce.com/s/articleView?id=sf.dashboards_view_as.htm&type=5
Do I need separate community licenses to add partner-contacts in this?
no
But doesn't the user need permissions to access LEADS< quotes etc??
Unable to find Communities in Setup. any idea why is it so
Some of the menus have changed. Trying searching for 'sites' in setup
This isn't 'from scratch' this is literally using a theme!
That's the power of themes - This is an out of the box theme - there's no special configuration here.