Salesforce Features
Accounts for Partners
Closer Collaboration with Your Partners 
Enterprise and Unlimited Editions
Note: This feature will be available in the weeks following the Summer ’07 release. It is disabled by default but can be enabled by the organization’s salesforce.com administrator.
• Empower partners to manage their accounts
• Improve sales effectiveness by sharing customer information with partners
With Summer ’07, you can make your partners as effective as your direct sales force by providing partners with controlled access to accounts. Increase partner adoption and reduce data duplication by enabling your partners to manage their accounts directly from Salesforce PRM. With this feature, both you and your partners always have the same up-to-date customer information needed to win more deals.
Feature Details
• View, Create, or Update: Partners can create accounts, or view and update those that you share with them. When you enable accounts, the appropriate tab will be visible to your partners when they log in to Salesforce PRM.
• Custom Page Layout: You can create a custom layout for the account page that your partners see. Select the data fields that you want to share with partners to maintain data confidentiality and deliver an uncluttered view.
• New Internal User Group: A new default sharing group strengthens confidentiality by allowing you to easily share data with your company’s employees only. Your partner users are automatically excluded when you choose the “Roles and Internal Subordinates” option in sharing rules. In addition, when you first roll out Salesforce PRM and wish to set all your data as internal-confidential by default, an easy-to-use wizard helps you automatically choose this option across all your sharing rules.
Note: This feature will be available in the weeks following the Summer ’07 release. It is disabled by default but can be enabled by the organization’s salesforce.com administrator.
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