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Showing posts from December, 2024

Steps to configure a partner portal in Salesforce Experience Cloud

Cha 1. Enable Experience Cloud Go to Setup in Salesforce. Search for Experience Settings in the Quick Find box. Enable Experience Cloud (formerly Salesforce Communities). 2. Create a New Partner Portal Navigate to Setup and search for All Sites under Digital Experiences . Click New to create a new site. Select a template, typically the Partner Central template, optimized for partner portals. Follow the setup wizard to configure the basic details: Site Name : Name of your portal. URL : Set the desired URL for the portal. Click Finish . 3. Configure Site Details Once the portal is created, click on the Workspace link. Set up branding under Administration > Branding : Upload logos, choose colors, and add custom themes. Define the domain under Administration > Domains (e.g., partners.company.com). Enable HTTPS for secure access. 4. Set Up Permissions Create Partner Roles : Go to Setup > Roles and create roles specific to partners (e.g., Partner Manager, Partner User). Cr...