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Hi guys,
I'm in a bit of a pickle here.
My company has multiple resellers that we want to enable to CRUD Account, Quotes and Opportunities.
Can we do that via a Partner Relationship Management Portal and how would we need to license these external users to perform these operations?
I'm hoping to avoid buying full licenses.
If that won't work, what other options do we have?
Thanks in advance for any insights you might offer.
Hi Partner,
1. From beginning, you need to assign web roles for your portal. (Security > Web Roles)
Then create entity permissions,
and assign web roles for it.
2. For querying records, you can create a entity list.
For update and insert, you can create a entity form, add entity for the form and set update or insert operation when submitting, then apply it with Partner Portal.
You should notice that you need to pass Record ID as parameter when in editing(updating) mode.
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