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What accurately sequences the necessary steps to create a partner user from an enabled partner account?
A. 1) Edit the user record to assign the correct role/profile. ee
2) View the partner account contact. Single Book
3) Select Manage External User.
4) Select Enable Partner User.
5) Save.
B. ) View the partner account contact.
2) Select Manage External User. Multiple Books
3) Select Enable Partner Account.
4) Edit the user record to assign the correct role and profile.
5) Save.
C. ) View the partner account contact.
2) Select Manage External User.
3) Select Enable Partner User.
4) Edit the user record to assign the correct role/profile.
5) Save.
D. 1) Edit the user record to assign the correct role/profile.
2) View the partner account contact.
3) Select Manage External User.
4) Select Enable Partner Account.
5) Save.
Explanation:
To create a partner user from an enabled partner account, the correct sequence of steps is C. A partner user is a user who has access to your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To enable a partner user, you need to view the partner account contact, select Manage External User, select Enable Partner User, edit the user record to assign the correct role and profile, and save.
Northern Trail outfitters (NTO) aims to provide personalization by encouraging its individual customers to self-register in its B2C Experience site. NTO is not looking to create a placeholder account. NTO Experience consultant has set up self-registration in its Login and Registration pages. NTO’s site manager has configured the Allow external users to self-register’’ option. NTO uses Customer Community Plus Licenses. Which two steps are needed to complete self-registration in NTO’s Experience site? Choose 2 answers
A. Ensure that the Account field is empty in the registration section.
B. Contact Salesforce Customer Support to enable Communities Self Registration Controller.
C. Ensure that the Contact field is empty in the registration section.
D. Contact Sales customer Support to enable Person Accounts.
Explanation:
To complete self-registration in NTO’s Experience site without creating a placeholder account, NTO needs to take two steps:
Ensure that the Account field is empty in the registration section. This will allow NTO to create individual customers without associating them with an account.
Contact Sales customer Support to enable Person Accounts. Person Accounts are a feature that allows NTO to store information about individual customers in a single record, instead of using separate account and contact records. NTO needs to contact Salesforce Customer Support to enable Person Accounts in its org.
Ursa Major Solar (UMS) noticed that quest users are unable to see images on its customer portal. Which setting should UMS enable in order for quest users to see the images?
A. “Enable Image Connect for guest users” in the Administration Workspace
B. “Let guest users view asset files and CMS content available to the community" in the Administration Workspace
C. “Allow guest users to self register” in the Administration Workspace
D. The "Jepson" theme in the Builder Workspace
Explanation:
This setting allows guest users to view images and other content that are stored as asset files or CMS content in your Experience Cloud site. You need to enable this setting if you want guest users to see images on your customer portal.
Dreamscape Flowers (DF) is evaluating Salesforce Partner Relationship Management (RPM) to help improve its current channel sales performance. In what two ways can Salesforce PRM help DF accelerate channel sales? Choose 2 answers
A. By automating partner entitlement assignment in Channel sales teams
B. BY automating partner tiering in Channel sales hierarchy
C. By automating partner lead routing
D. By automating quoting with Salesforce CPQ
Explanation:
Two ways that Salesforce PRM can help DF accelerate channel sales are B and C. Salesforce PRM is a solution that allows you to manage your partner relationships and empower them to sell your products and services. By using Salesforce PRM, DF can automate partner tiering in Channel sales hierarchy, which allows them to assign different tiers and benefits to their partners based on their performance and potential. DF can also automate partner lead routing, which allows them to distribute leads to their partners based on criteria such as location, product, or skill. These features can help DF increase partner engagement and loyalty, optimize lead conversion, and grow channel revenue.
Ursa Major Solar (UMS) has business and person accounts in its Salesforce org. UMS has partner portals created for its Silver partners, DreamHouse Realty (DR) and Cloud Kicks (CK). UMS's Experience team is creating users for its partners. DR and CK users do not require access to opportunities, leads, and campaigns. What are the two considerations for creating partner users and granting access? Choose 2 answers
A. Only business accounts can be created as partner users
B. Assign Partner Community license to partner users.
C. Assign Customer Community Plus license to partner users.
D. Only person accounts can be created as partner users.
Explanation:
Two considerations for creating partner users and granting access are B and C. Partner users are external users who access your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To create partner users and grant access, you need to assign them a license type and a profile. Two license types that are suitable for partner users are Partner Community and Customer Community Plus. These license types allow partner users to access standard CRM objects, such as accounts, contacts, leads, opportunities, and cases, as well as custom objects and tabs. They also allow partner users to use roles and sharing rules to share records with other users.
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