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Project

Share CRM Data with Your Partners

Learn how to use Salesforce settings to share CRM data securely with partners.

+700 points

Intermediate

Admin

~1 hr 50 mins

Skills you will gain

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Products

Experience Cloud

+700 points

Intermediate

Admin

~1 hr 50 mins

Launch Your Trailhead Playground

~10 mins

Create a Partner Portal, Enable Partner Account and Users, and Add Members

~20 mins

Set Your Org's External Org-Wide Defaults

~15 mins

Set Up Account Roles and the Role Hierarchy

~15 mins

Use Sharing Rules for External Users

~15 mins

Use Site-Specific Sharing

~15 mins

Share Data Using an Account Relationship

~20 mins

~1 hr 50 mins

Available on these trails