From connection to first order

What you’ll accomplish

Before you start

• The upstream account can access Partner, Enterprise Interconnection, and role permission settings.
• You have a Partner record and a contact with a valid mobile number.
• Products, price books, and an opportunity process are available to the partner.

Process overview

Upstream Enterprise enables Partner Connect → Establish an enterprise connection
→ Assign an external role → Partner signs in → Manage a lead or account
→ Register an opportunity → Create a quote and order

Upstream setup

1. Enable the Partner object and assign the Channel Manager role.
2. Add a connected company and contact in Enterprise Interconnection.
3. Enable Partner Connect for the partner.
4. Set the external access scope and assign external roles.
5. Configure lead pools, public account pools, opportunity processes, products, and price books as required.

Partner workflow

1. Sign in to Partner Connect and open the home page.
2. Create or claim a lead.
3. Create an account, check for duplicates, register it, and claim it if required.
4. Create an opportunity and complete the stage tasks required by the upstream enterprise.
5. Create a quote and request a discount.
6. Submit a sales order.

Expected results

• The upstream enterprise can view the partner’s business records and registration approvals in the CRM.
• The partner can view the order status and related tasks after submission.
• Both parties can continue collaborating through intercompany messages, notifications, or workflow steps.

Common variations

• If the partner already has a ShareCRM account, use an invitation code to establish the connection.
• If different partners can sell different products, configure separate price books with the appropriate partner scope.
• If an opportunity requires joint approval, enable interconnected workflow steps and select external participants.

Verify the process

Next steps

• Configure Opportunity Registration and the Sales Process
• Quotes and Discount Requests