Partner user profiles and partner user creation
Key Takeaway
Give partner users a profile cloned from the Partner Community User profile and edited for their job. Make sure "API Only User" is not selected in that profile, so they can log in to the site.
Partner users are external people, such as distributors and suppliers, who log in to an Experience Cloud partner portal to work with a manufacturer. In Agentforce Manufacturing, you set them up by cloning a partner profile and turning an account and its contact into a partner account and a partner user. You then add permission set licenses, permission sets, site membership and sharing, so each partner sees only what you choose.
Partner portals and partner users
In a partner portal, partners work with the manufacturer on things such as sales agreements, forecasts and rebate programs. Partners can also track orders, work orders and warranties. They can see activity on their assets, leads and opportunities.
Partner users are Salesforce users with access to CRM objects such as opportunities, leads and campaigns. They log in to a site to view and change the data you share with them. You can also add them to account teams or opportunity teams.
The license depends on the audience. A partner portal uses the Partner Community license. A customer portal uses the Customer Community Plus license.
Experience Cloud sites for Manufacturing are available in Lightning Experience on Enterprise, Unlimited and Developer Editions.