Use-case scenario 1 – Partner user onboarding process

In this first scenario, I will walk you through the Partner Relationship Management (PRM) partner user onboarding process. The flow is for a partner user to request access and be able to get access to your Salesforce PRM system and access channel sales functionality.

Note

PRM – aka channel sales – is a tool that helps companies/organizations manage their partners. PRM helps manage relationships and interactions between your sales team and your partners—retailers, distributors, systems integrators, referral partners, managed service providers (MSPs), and so on.

Before this project, the registration process was performed in multiple systems, including many manual processes. The business requirements are to enable PRM for partner users in Salesforce in a multi-release roadmap.

Let us look at some business requirements (partner registration) at a high level. During the initial CRP session, we...