In the aricle titled ‘Building a Realtor Partner Portal for Mortgage firms in Salesforce-I’, we have learned the initial steps to set up partner portal. We have so far created the Partner site and added Partner User Actions to the Account and Contact Page Layouts. In this article let us create a partner-accounts and its partner users, assign profiles to them and add the users to as members of the partner site we created earlier.
How to create Partner accounts?
- From the App Launcher, select Accounts.
- Select the All-Accounts list view.
- Click ‘Avenue Realty’.
- Click the dropdown menu to see all the quick actions available for the page.
- Click Enable as Partner.
- In the confirmation dialog, select Enable As Partner.
Steps to create Partner User
We have created partner accounts. Now we can convert their contacts to partner users. Partner users are Salesforce users with access to CRM objects, such as opportunities, leads, and campaigns. Partner users can access and modify the Salesforce data you share with them by logging in to the portal.
- Before you create partner users, ensure that the admin user has a role assigned.
- In the user detail page, assign the admin a ‘Role’.
2. Now go to ‘Accounts list view’
- Select ‘Avenue Realty’
- Select ‘Sean Forbes’ from the Contact Related List.
- From the dropdown list, click ‘Enable Partner User’.
3. Now the contact is changed to a user and you will be redirected to the user detail page.
- Enter you email address in the ‘Email; text box to receive login information of the new user.
- Give a unique username.
- Select ’Partner Community’ for User License
- Select ‘Partner Community Realtor User’ as the Profile. This custom profile is created by cloning the standard ‘Partner Community User’ profile and rreviwed all the permissions assigned.
- For now set the role as ‘Partner User’. This will be changed later.
- Deselect Salesforce CRM Content User.
- Deselect Receive Salesforce CRM Content Email Alerts.
- Select the ‘Generate new password and notify user immediately’ checkbox.
- Click Save.
We have so far created a partner account and a partner user. Create more partner accounts and partner users following the same steps above.
Add Profiles to Portal’s Membership
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
- Click Workspaces next to TakeFive.
- Click Administration | Members.
- To add members using profiles:
- Select the Partner Community User and Customer Community User profiles. (If you don’t see the profile, change the search to All.)
- Click Add.
- Click Save.
Publish the site
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
- Click Builder next to Take Five.
- Click Publish, and in the confirmation dialogue, click Publish again. Then click Got it in the next confirmation dialogue.
- Click Builder to navigate to Administration.
- Click Settings.
- Click Activate, and click OK.
Your Realtor Partner portal will now be in the published state.
Please go to our previous article Building a Realtor Partner Portal for Mortgage firms in Salesforce-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) to learn about the initial steps to set up a partner portal. In an upcoming article, we will see how to add loans to the new portal site, how to set up the account roles and how to share data between the internal and external (portal) users.
To learn more about experience cloud sites click Create an Experience Cloud Site (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
