Salesforce

Build your Partner Workspace Experience

Printable View
« Go Back
Information
Build your Partner Workspace Experience
Build-your-Partner-Workspace-Experience
Article Body

Partner Workspace is built on Salesforce Experience Cloud. This guide will help you create your Partner Workspace Experience Cloud Site. 

Enable Digital Experiences

Enabling digital experiences is the first step to creating an Experience Cloud site.

  1. Navigate to Setup > Digital Experiences > Settings 

  2. Check “Enable” and Save

Configure Digital Experiences Settings

Manage settings that apply to all sites built on Experience Cloud.

Create a Partner Workspace Profile

It is best practice to create a Custom Profile for the Community User. This can be copied from the standard “Customer Community Plus User” Profile.

  1. Navigate to Setup > Profiles

  2. From the list of Profile find the “Customer Community Plus User” Profile and select “Clone”

  3. When Cloning the Profile provide a new name “Precursive Partner Workspace”

Create a Partner Workspace Permission Set

It is best practice to use Permission Set Groups to define the combination of Permissions required for a User. 

  1. Navigate to Setup > Permission Set Groups

  2. Create a new Permission Set Group with the Name “Precursive Partner Workspace User”

  3. From the Permission Set Group select “Permission Sets in Group”

  4. Add the following Permission Sets

    1. Precursive Core Platform Individual Contributor

    2. Precursive Project Management Individual Contributor

📌 You may choose to add additional Custom Permission Sets to provide additional access. 

📌 If you identify that the standard Permission Sets provide permissions you would like to restrict then use “Muting Permission Set” in the Permission Set Group.

Configure User Access Policies for Partner Workspace

User Access Policies allow you to automate the provisioning of Licenses, Permission and other User settings. In this step we will create a User Access Policy that will assign the Precursive License and Permission Set Group when a User is created with the “Precursive Partner Workspace” Profile.

  1. Navigate to Setup > User Access Policies

  2. Create a new User Access Policies with the name “Precursive Partner Workspace User” and choose Order as 1, and description as “Provision License and Permissions for Precursive Partner Workspace”.

  3. From the new User Access Policy choose “Edit Criteria”

  4. From the “Select up to three filters for which users of this policy are applied to.” Choose the following:

    1. Resource: Profile

    2. Operator: Equals

    3. Value: Precursive Partner Community

  5. From “Define Actions” choose the following:

    1. Action: Grant

    2. Target: Package License

    3. Value: Precursive

  6. Then choose “Add Acton” and add another:

    1. Action: Grant

    2. Target: Permission Set Group

    3. Value: Precursive Partner Workspace 

  7. Then select Save

  8. Then select Automate Policy choosing to Tigger the policy when a user is created or updated.

Create your Partner Workspace Site

Create an Experience Cloud site using a wizard. 

  1. To create a site, from Setup, enter Digital Experiences in the Quick Find box, select All Sites, and then click New.

  2. The creation wizard opens with several templates for you to choose from. You should choose “Customer Service” Template. This Template includes access to useful components and great looking themes (recommend Ember).

  3. Enter the name as “Partner Workspace”, feel free to change the name to suit your own branding or language.

  4. For the URL, enter “Partner”, again feel free to change this to suit your own brand or language.

  5. Click Create.

  6. The site is created in Preview status. Now you’re ready to build your site.

When you create a site, Salesforce supplies default pages for login, self-registration, change password, forgot password, and your home page. These pages are based on which template you use to create your site. You can customize these default pages at any time in the Login & Registration page of the Administration workspace.

Important: After you create a site, your profile is added to the list of profiles that have access to it. Then all users with this profile can log in to the site after it’s active. If you don’t want all users with your profile to have access to the site, remove the profile, and give yourself access through a different profile or permission set. Then create a profile specifically for your site users.

Assign the Partner Workspace Permission Set to your Site

In the last step we created the “Partner Workspace User” Permission Set Group. This can now be used to control access to the Partner Workspace.

  1. Navigate to Setup > Digital Experiences > All Sites and select “Wrokspaces” against your "Partner Wrokspace” site.

  2. Choose the Administration tile, then the Members tab 

  3. From the Available Profiles find the ““Precursive Partner Workspace” Profile then select “Add”

  4. This will mean that Users with this Profile will be invited to the Partner Workspace. New members will receive a Welcome Email. This and other Emails can be configured from the Emails tab of the Site Administration.

Design your Partner Workspace Site

We are now going to build the Site itself including the Branding, Layout and Components visible to users. Most of the Site design is accomplished using Experience Builder, this article is a good reference to be familiar to help with these instructions.

📌 The steps below will help you to build out a standard set of pages with common components. We encourage you to explore the capabilities of Experience Builder and experiment to create your own experiences for your partners.

Project Page

Add a Project Object page

The first step is to create the Project page.

  1. From the Experience Builder select the Pages menu and select “New Page”

  2. Select Object Pages, then search for Project from the list of Objects and select Create

  3. This will create three pages:

    1. Project Related List page: This is a page the customer can navigate to if they drill into a Related List

    2. Project Detail page: This is the main page you think of, the page where the user will see the details of the Project.

    3. Project List page: This is the navigation page for the Object. This page acts like the Project Tab within Salesforce, typically this will show a List View.

Configure the Project page

  1. From the Pages menu, navigate to the Project Detail page

  2. Ensure the “Record Banner” component is moved to the “Content Header” section.

  3. Remove the “Record Information Tabs” component, and add ”Tabs Layout (New)” to the “Content” section with the following tabs: 

    1. Phases: Add “Related List - Single” component with “Phases” Related List, Layout Design: Wide, and Related List Display: Basic

    2. Detail: Add "Record Detail” component

    3. Gantt: Add Precursive Gantt component with Record ID “{!recordId}”

    4. Kanban: Add Precursive Kanban component with Record ID “{!recordId}”

Phase Page

Add a Project Object page

  1. From the Experience Builder select the Pages menu and select “New Page”

  2. Select Object Pages, then search for Phase from the list of Objects and select Create.

Configure the Phase page

  1. From the Pages menu, navigate to the Phase Detail page

  2. Ensure the “Record Banner” component is moved to the “Content Header” section.

  3. Remove the “Record Information Tabs” component, and add ”Tabs Layout (New)” to the “Content” section with the following tabs: 

    1. Detail: Add "Record Detail” component

    2. Feed: Add “Feed Publisher” component with Type: Record, Record ID: “{!recordId}”, Design: “Wide”. Then add the “Feed” component.

    3. Milestones: Add “Precursive Milestone Timeline” with Record ID “{!recordId}”

    4. Budgets: Add “Related List - Single” component with “Budgets” Related List, Layout Design: Wide, and Related List Display: Basic

    5. Team: Add “Related List - Single” component with “Participants” Related List, Layout Design: Wide, and Related List Display: Basic

    6. Gantt: Add Precursive Gantt component with Record ID “{!recordId}”

    7. Kanban: Add Precursive Kanban component with Record ID “{!recordId}”

    8. Tasks: Add “Precursive Task List” component with Record ID “{!recordId}”

    9. Files: Add “Related List - Single” component with “Files” Related List, Layout Design: Wide, and Related List Display: Basic

Project Task Page

Add a Project Task Object page

  1. From the Experience Builder select the Pages menu and select “New Page”

  2. Select Object Pages, then search for Project Task from the list of Objects and select Create.

Configure the Project Task page

  1. From the Pages menu, navigate to the Phase Detail page

  2. Ensure the “Record Banner” component is moved to the “Content Header” section.

  3. Remove the “Record Information Tabs” component.

  4. From the Pages menu select the Page Settings and from the Properties (on the right) find Layout and choose  “Change”, then select the “3 columns, 1:1 ratio”.

  5. Add "Record Detail” component to the Left “Content” section

  6. Add “Feed Publisher” component to the Middle “Content” section with Type: Record, Record ID: “{!recordId}”, Design: “Wide”. 

  7. Then add the “Feed” component below this.

  8. Add “Precursive Task Contributors” with Record ID “{!recordId}” to the right section

  9. Then add “Precursive Checklist Item” with Record ID “{!recordId}” beneath this.

  10. Then add “Related List - Single” component with “Sub Tasks” Related List, Layout Design: Wide, and Related List Display: Basic, beneath this.

  11. Then add “Related List - Single” component with “Files Related List, Layout Design: Wide, and Related List Display: Basic, beneath this.

Design the default page

The default page design is used for Objects where you have not created a specific design for. You can choose to create additional Object-specific pages for other Precursive objects that your Partners will use.

  1. From the Pages menu, navigate to the Generic Record Detail page

  2. Ensure the “Record Banner” component is moved to the “Content Header” section.

  3. Remove the “Record Information Tabs” component and replace it with "Record Detail” component.

Design your Home page

The home page of your Site may differ but we recommend the following:

  1. From the Pages menu, navigate to the Home page

  2. Add the “Precursive Timesheet (Desktop)” component to the Content section.

  3. Add the “Feed” component beneath this with Feed Type: “My Feed”.

Design your Navigation

With your pages and home page designed you can now define the navigation to help your partners navigate the site. From the Builder select the Theme Navigation Menu and the component options will appear in the right hand panel. Choose Edit Default Navigation, to open a modal where you can add new Menu Items. It is suggested to add Menu Items for at least Projects and Tasks. 

Learn more about Navigation Menu options.

Apply your Branding

Choose your Theme

Experience Builder comes with themes that provide the page structure to your Site. Depending on the theme that you select, you can use Experience Builder to customize the theme to your brand.

Upload your Company Logo

Experience Builder will let you upload your own Company Logo and change the look and feel of the header.

  1. From the Experience Builder open the Theme menu (Paintbrush in the floating menu on left) then choose Images.

  2. Upload your company logo

📌 Ensure you have a logo that is compatible with the theme. For instance if the theme uses a graphic background you likely want a white logo with transparent background for legibility.

Customize the color scheme

  1. From the Experience Builder open the Theme menu (Paintbrush in the floating menu on left) then choose Colors.

  2. Define the Colors for your Site that align with your own brand.

Choose a font

  1. From the Experience Builder open the Theme menu (Paintbrush in the floating menu on left) then choose Font.

  2. Select a Primary and Header Font.

📌 If you have a corporate font that is licensed and not available from Experience Builder then you can use a custom font.

Customize the Header and Hero Components

Much of the Sites look and feel comes down the Header and the Hero components, both of which have lots of options to customize.

Activate your Partner Workspace

The final step is to activate your Partner Workspace.

Steps to Publish

  1. Navigate to Experience Builder > Publish.

  2. Click Activate.

  3. Confirm activation.

📌 Once activated, all assigned users will receive a Welcome Email and gain access to the portal.

Your Partner Workspace is now live! Partners can collaborate, track projects, and engage with your business through a dedicated Experience Cloud site.

Need further customization? Explore Experience Builder to add custom components, modify layouts, or enhance branding.

🔹 Next Steps: Test user access, review security settings, and gather feedback from partners for continuous improvements.

 
Powered by