Who this is for
Designed for people doing the work.
Digital experience teams, partner managers, admins, and developers creating secure customer or partner portals on Salesforce.
Experience CloudIntermediatePrivate team format
Partner Portal Development
Build capability your team can use in the work.
Give channel teams a partner portal that makes collaboration and deal progression easier without compromising account, opportunity, or document access.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Partner journey and portal architecture
Translate partner journey and portal architecture into a practical operating change for your team’s partner portal development work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply partner journey and portal architecture to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
External users and audience access
Translate external users and audience access into a practical operating change for your team’s partner portal development work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply external users and audience access to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Partner data, sharing, and security
Translate partner data, sharing, and security into a practical operating change for your team’s partner portal development work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply partner data, sharing, and security to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Components, workflows, and integrations
Translate components, workflows, and integrations into a practical operating change for your team’s partner portal development work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply components, workflows, and integrations to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Adoption, support, and channel metrics
Translate adoption, support, and channel metrics into a practical operating change for your team’s partner portal development work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply adoption, support, and channel metrics to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
Participants should understand the audience and business journey their portal supports. Salesforce administration experience is recommended.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Partner Portal Development, or tell us how you want to adapt the workshop to your goals.
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