Partner Portal Administrator Tools

Maintain data quality of portal contacts and accounts

  • Manage partner accounts and contacts in the partner portal with a few clicks
The Summer ’09 release makes it easy to manage partner accounts and contacts, ensuring high data quality in the partner portal:
  • Disable partner accounts and contacts
    Partner accounts and contacts can be disabled to allow powerful administrative processes to take place independently of the partner portal.
  • Merge partner contacts
    You can now merge duplicate contacts so the customer portal account and Salesforce CRM account match each other, even if different information was entered during the registration process.
  • Transfer partner contacts
    Contacts can be reassigned easily to reflect recent account changes, maintaining proper data visibility and access to contacts.
Note: Enabled for the organization and end users.

(Available in Developer, Enterprise, and Unlimited editions)