Partner and customer Experience Cloud licenses for manufacturing
Key Takeaway
Match the license to who the external users are and what they need. Partner Community for Manufacturing is for partners, distributors, and suppliers doing work like sales agreements, leads, and opportunities. Customer Community Plus for Manufacturing is for customers, including person accounts, which Partner Community for Manufacturing doesn't support.
Agentforce Manufacturing uses Experience Cloud to give outside users their own portal. Experience Cloud for Manufacturing is available with two licenses. Admins build a partner portal or a customer portal based on the license they have. Partner Community for Manufacturing is for partners, distributors, and suppliers. Customer Community Plus for Manufacturing is for customers. The license also controls which records those external users can work with.
What Partner Community for Manufacturing covers
Partner Community for Manufacturing is the license you need for a portal that connects you with your partners, distributors, and suppliers. The portal supports partner work in five areas:
- On the sales side, partner users can:
- Coordinate with you on sales agreements and track the agreement terms
- View advanced account forecasts and make adjustments
- Track leads, opportunities, quotes, and campaigns
- For incentive programs, which can run through the partner portal, partner users can upload:
- Rebate claims
- Ship and debit claims
- Proof-of-sale documents
- For partner visit management, you can share visits and action plans with distributors to track their performance. Partners can:
- Track visits scheduled for their location
- Create visits to customers
- Manage action plans for visit tasks
- On the service side, partners can:
- Review the activities of assets they own
- Monitor their asset fleet operations
- Use self-service to resolve problems
- Get near real-time visibility into inventory at locations such as warehouses and distribution lots
- For warranties, partners can:
- View warranty terms for products and assets
- Submit warranty claims
- Track claim status and approved amounts