How to Manage Accounts in Salesforce Partner Community
The documentation describes how to create and manage Accounts in Salesforce Partner Community.
Useful links: https://wildix.atlassian.net/wiki/spaces/DOC/pages/722501633
Created: January 2026
Updated: February 2026
Permalink: https://wildix.atlassian.net/wiki/x/AwCKc
- 1 Introduction
- 1.1 Create a New Account
- 1.2 Manage existing Accounts
- 1.2.1 Add Commitment
- 1.2.2 Change PBX DNS Name
- 1.2.3 DealHub Subscriptions
- 1.2.4 Actual Sell In MRR
- 2
Introduction
Accounts in Salesforce Partner Community represent companies you plan to sell to. They store key information about each customer or prospect, such as company details, contact information, address, etc.
Create a New Account
Click New button to create an Account
To create a Customer Account, fill in the following mandatory fields:
Account Name
Phone
Email
Note: In the email field, business emails are accepted only. The following email addresses are not allowed:
Emails with domains like @gmail.com, @yahoo.com, etc.
Emails containing such words as "test", "example", or “dummy”.
Click Save button to create an Account (if you want to create one more Account, click Save & New button)
Manage existing Accounts
You can sort Accounts out by clicking on List Views:
To open an Account, click on the Account Name
You can change Account Information, create Fast Change order, change PBX DNS name
From the Options Panel, you can edit the Account, create an associated Opportunity. Follow and Change Owner options allow other colleagues of your company to track the Account and change its Owner
From the Related and Actions Panel, you have access to all the details connected with the Account: you can review Account History, associated Contacts, add Notes, create Opportunities, upload files, create and manage Tasks
Add Commitment
On the Account page, you can also add commitment to an existing PBX. For this, navigate to the Key Section at the top and choose the necessary commitment option:
Change PBX DNS Name
Navigate to the PBXes section on the Account page:
Click on the PBX name to open the PBX page. On the PBX page, enter the new DNS name in the DNS Name field:
If needed, activate the option Static IP and click Save:
DealHub Subscriptions
In the DealHub Subscriptions section, you can view product information, quantity, and subscription start date:
When you click on DealHub Subscriptions, a dedicated page opens where you can see the full list of subscriptions, including such information as subscription name, product information, quantity, subscription start and end dates, status, partner cost and total price:
There are the following subscription statuses:
Active: subscription that is currently active
Pending: start date of the subscription has not started yet
Expired: implies a subscription that was upgraded / downgraded / decreased (e.g. if Essential licenses were changed to Business licenses, the Essential licenses are marked as Expired)
Cancelled: refers to subscriptions in which the number of licenses / items was descreased to 0.
Subscription start date gets updated when any you apply any changes to the subcription. Subscription end date is displayed for the subscriptions that were expired or cancelled.
Actual Sell In MRR
Also, on the page of an active Account you can view the actial MRR and Account MRR History, if available: