The Advanced Partner Center
The Advanced Partner Center role gives your partners access to a wider variety of transactions and records than the standard Partner Center role.
For example, your partners can create their own promotion codes, and track the commission they have earned. They can track their customer and contact records. They can also keep track of upcoming campaigns and view reports to stay on top of sales and support cases involving your partnership.
To assign the Advanced Partner Center role, an administrator must enable both the Partner Access and the Advanced Partner Access features. An administrator should go to Setup > Company > Enable Features (Administrator) > Web Presence subtab.
For information about assigning access to the Advanced Partner Center, see Assigning the Advanced Partner Center Role.
By default, the Advanced Partner Center role combines many of the benefits of the Sales center and the Support center.
The table below illustrates the default permissions and levels for the Advanced Partner Center role.
|
Permission |
Full |
Create |
Edit |
View |
|---|---|---|---|---|
|
Lists |
Calendar Contacts Customers Events Notifications Partners Perform Search Phone Calls Price Books Price Plans Project Tasks Tasks Template Categories Usage |
Export Lists Notes Tab {#Kudos#} Promotion Code Tableau®Workbook Export |
Campaign History Cases CRM Groups Gift Certificate Track Messages |
Bill of Materials Bill of Materials Inquiry Campaign Email Template Financial History Items Knowledge Base Non Posting Registers Project Template Subscriptions Subscription Plans Tax Details Tab Units Work Calendar |
|
Reports |
Report Customization Report Scheduling |
N/A |
SuiteAnalytics Workbook |
Lead Snapshot/Reminders Partner Commission Sales Sales By Partner Sales By Promotion Code Sales Force Automation Sales Order Reports Sales Order Transaction Report Support Support Case Snapshot/Reminders |
|
Setup/Admin |
Login using Access Tokens Mobile Device Access REST Web Services SOAP Web Services |
N/A |
N/A |
N/A |
|
Transaction |
Find Transaction |
N/A |
Estimate Opportunity Sales Order |
Invoice Credit Memo Return Authorization Customer Payment Customer Refund |