Partner Community Login Instructions - New Partners

Partner Community Login Instructions New Partners

Step-by-Step Setup Instructions for a New Partner

Step 1: Navigate to the Partner Community and click “Join Now”.



Step 2: Signing up to become a partner requires you to !rst log in with a Salesforce org. •  If you have Salesforce credentials, click the “Log In” button to sign in and skip to Step 4 •  If you do not have any credentials please click “I don’t have Salesforce credentials and proceed to Step 3



Step 3: Fill out the form with your information to create a 6 month trial org which you can use temporarily to log into the Partner Community.



When the org is ready for your use, you will receive an email with your credentials to access the org. You will need to create a valid password to con!rm access. After you set up a new password for your new org, log out. Navigate back to the Become a Partner page and log in with your new Salesforce credentials.

NOTE: "is org will eventually be converted to your permanent Partner Business Org if you continue your partnership with Salesforce.


Step-by-Step Setup Instructions for a New Partner Step 4: Once you are logged into the Partner Community with your Salesforce credentials, the !elds to sign up to become a Partner are now available for you to !ll out. Please !ll out the required information then watch for a couple of emails.

NOTE: "is does not mean you have access to the Partner Community yet. Once you hear back from Salesforce about your partnership request, you will need to connect the partnership in the Partner Community to gain full access to the available content as a Partner.



Step 5: You will get one email for the Partner Portal (a legacy resource we will be retiring at the end of 2014) and one email with all the pertinent information and resources as a new Partner.

Navigate to the Partner Community, log in, and you can now access all the content available to Partners!


Partner Signup – Frequently Asked Questions (FAQ)

Does each person at my company need to sign up to be a partner?

No. Your company should only register their partnership with Salesforce once. "is will ensure that your partner account is properly handled and that all of your users are tied to the correct account.

When signing up to be a partner, should I create a trial org?

If you are interested in becoming a partner but don't use Salesforce at your company, you should create a trial org. "is org is a 6 month trial which will be upgraded to your Partner Business Org when you !nalize your contract with Salesforce.

What type of Salesforce credentials can I use to get access to the Partner Community?

All types of Salesforce credentials other than sandboxes can be used. "is can include Developer Edition, any CRM edition, as well as trial orgs. If you use a trial org, note that it will expire at some point and you will lose access to the Partner Community if the org is not upgraded.

Salesforce recommends you either use your active Salesforce org credentials or Developer Edition credentials (as opposed to a free trial org).

Only a few people at my company have Salesforce credentials for our CRM org, how do my other employees access the Partner Community?

"e person who signs up your company as a partner of Salesforce is given administrator rights to the Partner Portal and Partner Community. "at person can invite other employees, they can log in with any Salesforce credentials. To allow individual employees to gain access, they can sign up for a free Developer Edition org which will provide them with credentials that do not expire. "en they can use those credentials when they accept their invitation and they will be properly associated to your partner account.

My company has been a partner of Salesforce and our employees have access to the Partner Portal - what do we do to get them access to the Partner Community?

If you are already a partner and your employees have access to the Partner Portal, each person should register for the Partner Community on our Already a Partner page. "ere they can login with their Salesforce credentials and associate them with their Partner Portal user. "is will ensure that their user pro!le information is properly connected with their partner account and they will be able to see all of their data (Cases, Leads, Projects, etc.)


Partner Signup – Frequently Asked Questions (FAQ)

Do I need to go to the Already a Partner page every time I come to the Partner Community?

No! Visit the Already a Partner page only once to connect your Partner Portal user with your Salesforce credentials. From then on, just use your Salesforce credentials to log into the Partner Community.

Do all users at my company need to log into the Partner Community from the same org?

No. When you invite users to join the Partner Community they can log in with any credentials and they will be associated to your partner account. "is can include Developer Edition credentials.

When should I invite a new user to the Partner Community versus having them visit the Already a Partner page?

If your employees have access to the Partner Portal, each person should register for the Partner Community on our Already a Partner page. If your employees don't have access to either the Partner Portal or Partner Community, you should invite them to join the Partner Community on the User Management page. Inviting a user will create their Partner Portal user as well as the Partner Community user.

How can I invite other employees to the Partner Community?

You can invite employees to join the Partner Community on the User Management page. You will need the Manage Users permission in order to access this page. "e person who signs up your company as a partner of Salesforce will be given this permission and they can grant it to others at your company. Inviting an employee will create a Partner Portal user as well as a Partner Community user. How do I !nd my Partner Community or Partner Portal administrator?

"e person who signs up your company as a partner of Salesforce is given administrator rights to the Partner Portal and Partner Community. "ey can then add additional administrators. "e administrator of your Partner Portal or Partner Community is not necessarily the same as your Salesforce administrator. Other people at your company with access to these sites may be able to provide information on how to get access.

For additional FAQs on the signup process, please visit this webpage: https://partners.salesforce.com/s/education/general/signup.

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Partner Community Login Instructions - New Partners