How do I assign Leads to Partners?

    To assign Leads to Partners via the Magentrix portal (for Leads), which allows each Partner to view only their own Leads, you will have to set up private access to Leads.

    Magentrix Portal Users are linked to Contacts. Therefore, the record ownership for portal users is tracked by a "relationship (lookup/master-detail)" with the Contact object.

    In Salesforce:

    1. Create a new lookup from Lead to Contact. Name the field "Partner Contact".
    2. This allows you to have a related list in the Salesforce Contact layout that shows you all the leads that a Partner contact has registered.

    Then in the Magentrix Portal:

    1. Log in as an Administrator.

    2. Go to the Setup Home page.

    3. On the left, go to Extend > Salesforce.

    4. Click on the Leads entity/object.
    5. Click the More Actions button and select Refresh.

    6. Click the Edit button.

    7. Under the Entity Options sections, select the field you just created in Salesforce for Portal Owner Field.

    8. Click Save.

    You must now set the Lead entity to Private in the Security Role for the Portal User. Note that Magentrix automatically populates the new field when a Partner User creates a new Lead.



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