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Sonali GonnadeSonali Gonnade 

Can we create Partner portal users in Developer edition.

Hi,

 

Can we create Partner users in Developer edition as Developer edition provides all required settings for partner portal and partner profile. But parter portal user option is not available in Contact detail.

Please help.

 

Thanks in advance.

Sonali  

Best Answer chosen by Admin (Salesforce Developers) 
Pradeep_NavatarPradeep_Navatar

Once you have a partner account created, you can add partner users to the account as contact records. Partner users are Salesforce.com users with limited capabilities focused on managing leads. Partner users log in to Salesforce.com through the portal.

Before creating partners, you should configure your portals; otherwise, your partner users may attempt to log into your portal before your portals are ready.


To create a partner user:

   1. View the partner account for which you want to create a partner user.
   2. Create a new contact for the partner user. Choose New from the Contacts related list on the partner account. Fill in the appropriate details, and click Save.
   3. On the contact detail page, click Work with Portal and choose Enable Partner Portal Login.
   4. Edit the user record for this partner.
   5. Click Save.

Once a partner user has been created, the partner account and the partner user can be edited independently. Changes made to one are not reflected in the other. Updating a contact associated with a partner user does not update the partner user.

To troubleshoot issues or ensure the portal is configured appropriately, on the contact detail page, click Work with Portal and choose Login As Portal User. A new browser window opens and you are logged into the portal as the portal user.

All Answers

joshbirkjoshbirk

Developer Edition has access to Partner Portal and gets 5 licenses to test with.  You can see the number of remaining licenses in the Company Profile page under Administration Setup.  You do need to enable the Portal, and then probably make sure the profiles and portal are all setup correctly to get it working.

Sonali GonnadeSonali Gonnade

Thanks a lot for your quick reply.

For partner user 5 licenses are there in the company information and I have done all settings require to create partner user. Still I am unable to create partner user. Can you please suggest me steps to create partner user.

 

Thanks

Sonali.

Pradeep_NavatarPradeep_Navatar

Once you have a partner account created, you can add partner users to the account as contact records. Partner users are Salesforce.com users with limited capabilities focused on managing leads. Partner users log in to Salesforce.com through the portal.

Before creating partners, you should configure your portals; otherwise, your partner users may attempt to log into your portal before your portals are ready.


To create a partner user:

   1. View the partner account for which you want to create a partner user.
   2. Create a new contact for the partner user. Choose New from the Contacts related list on the partner account. Fill in the appropriate details, and click Save.
   3. On the contact detail page, click Work with Portal and choose Enable Partner Portal Login.
   4. Edit the user record for this partner.
   5. Click Save.

Once a partner user has been created, the partner account and the partner user can be edited independently. Changes made to one are not reflected in the other. Updating a contact associated with a partner user does not update the partner user.

To troubleshoot issues or ensure the portal is configured appropriately, on the contact detail page, click Work with Portal and choose Login As Portal User. A new browser window opens and you are logged into the portal as the portal user.

This was selected as the best answer
Sonali GonnadeSonali Gonnade

Thanks. I have followed all the given steps.

for step -  3. On the contact detail page, click Work with Portal and choose Enable Partner Portal Login.

In Work with portal Enable Partner Login is not coming only Enable customer portal is dispalyed for my account.

Kindly assist.

 

 

Sonali GonnadeSonali Gonnade

Self-Registration Settings tab is not available in partner portal setup.

How to enable self registration settings for partner portal.

How to create partner portal users.

It would be great if anyone knows about partner portal users in developer edition.

 

Thanks in advance

sonali.