Upstream channel manager quick start

What you’ll accomplish

• Enable the Partner object and assign a channel manager.
• Add a connected company and contact.
• Enable Partner Connect for the partner and assign an external role.
• Verify that the partner can sign in and access Partner Connect.

Before you start

• You can access administrative settings in the upstream enterprise’s CRM.
• You have a Partner record and at least one contact with a mobile number.
• You know which interconnected applications the partner needs.

Step 1: Enable partner management

1. In the CRM, go to Setup > Business Rule Management > Partner Management.
2. Turn on the Partner switch.
3. Go to Setup > Role and Permission Management and open the business permission settings. Then open Employee Role Assignment and assign the Channel Manager role to the person responsible for the channel.

Step 2: Add a connected company

1. Go to Setup > Interconnection Management > Enterprise Interconnection > Interconnected Accounts.
2. Add a connected company.
3. Select an existing partner, or create a new Partner and Partner Contact.
4. Select Partner Connect and any other interconnected applications for the company.
5. Add a connected contact and verify the mobile number.

Step 3: Assign an external role

1. Go to Interconnected Applications > Partner Connect > Application Information.
2. Set the external access scope.
3. Assign Partner User or another external role to the partner user.
4. Verify that the role includes access to Partner Connect.

Verify the setup

Next steps

• Enterprise Interconnection and Application Access
• External Roles and Data Permissions
• Configure the Partner Lead Pool