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How many roles are created when the first external user is created on partner account?
three roles
When you enable the first external user on a partner account, a user role hierarchy is created for that account. This role hierarchy rolls up to the account owner (typically, the channel manager). The three roles in this hierarchy are Partner User, Partner Manager, or Partner Executive.
How do I create a partner community in Salesforce?
Steps to create a Partner Community Salesforce Account : Go to https://partners.salesforce.com/ and click Join Now. On the next page, click Join The Partner Community. To create a partner account you can either sign up using your Existing salesforce username or you can use you marketing Cloud credentials.
How to create user accounts and assign roles?
From the Settings icon at the top right of the Partner Center, select User management. Select Add user. Enter the user’s full name and unique email address. Select the type of agent and/or the type of admin you want to assign to the user.
How to add account manager to role hierarchy?
Let’s add a channel account manager user to the org, and assign her a role in the role hierarchy. From Setup, enter users in the Quick Find box, then select Users | Users. Click New User and enter the following fields.
How are account roles set up in Salesforce?
Now you have a mini role hierarchy set up in your partner accounts, consisting of partner managers above partner users. In order to use the internal Salesforce org role hierarchy for these partner users, let’s add a channel account manager to our org, and make her the owner of our partner accounts.
How to create user accounts in partner center?
Create user accounts for employees who need access to the Partner Center. These tasks must be done by the user management admin, accounts admin, or the global admin. From the Settings icon at the top right of the Partner Center, select User management. Select Add user. Enter the user’s full name and unique email address.