Salesforce Partner Community Guide
This Documentation describes how to use Salesforce Partner Community, starting from lead creation and ending with managing opportunities.
Related documentation:
How to convert CAPEX into HWaaS via Salesforce Partner Community
How to transfer HWaaS devices to another Customer via Salesforce Partner Community
How to assign CAPEX devices to a Customer via Salesforce Partner Community
Created: December 2021
Updated: February 2026
Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ
- 1 Get Started
- 2 Home
- 2.1 New Fast Pipeline
- 2.2 Submit a Case
- 3 Lead
- 4 Account
- 5 Opportunity
- 6 Contact
- 7 Quote
- 8 Order
- 9 Change Order
- 10 Order Items to Stock
- 11 Case
- 12 Task
- 12.1 Create a New Task
- 12.2 Manage existing Tasks
- 13 Report
- 14 Price Book
- 15 Analytics
- 16 Settings
- 17 Logout
Get Started
Salesforce Partner Community allows you to manage your customers and leads, starting from lead creation and ending with managing opportunities. The Community includes powerful tools that generate leads so your sales team can close more deals.
Connect to your Partner Community at www.bewildix.com, enter Login and Password and click Log in:
You have access to the different menus:
Home - view news & updates, submit a case, etc.
Leads - create and manage Leads
Accounts - create and manage Accounts for companies you plan to sell to
Opportunity - create and manage Opportunities that refer to the high probability of generating sales revenue
Contacts - create and manage Contacts
Quotes - manage proposed prices of products/ services
Orders - create and manage orders, order items to stock
CLASSOUND Ordering - order CLASSOUND DIDs, porting etc.
Cases - submit a case to Customer Care, Tech Support, etc.
Tasks - create and manage business activities
Report - generate and manage reports
Home
From the Home page, you can access Statistics, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.
New Fast Pipeline
The New Fast Pipeline option offers a quick way to create an Account, Contact and Opportunity. See more details in the documentation New Fast Pipeline in Salesforce Partner Community.
Submit a Case
Via the Submit a Case button, you can create a ticket for Customer Care, Tech Support or request a new Feature:
See the document Submit a Case via Salesforce Partner Community for more details.
Also, via Home page you can access WMP by clicking More -> WMP in the top menu:
WMP opens inside Salesforce Partner Community:
Lead
A Lead is every potential sales opportunity that has not been qualified yet. For instructions on how to create, manage and import Leads, check out the document How Manage Leads in Salesforce Partner Community.
Account
Accounts in represent companies you plan to sell to. For information on how to create and manage accounts, check out the guide: How to Manage Accounts in Salesforce Partner Community.
Opportunity
Opportunities represent projects that refer to the high probability of generating sales revenue. For details on how to create and manage opportunities, check the guide: How to Manage Opportunities in Salesforce Partner Community.
Contact
Contacts represent a person who is qualified to do business with you. By “qualified,” it means that the person could really become a paying customer.
Create a New Contact
Click New button to create a Contact
Fill in mandatory fields:
First and Last Names and Title
Account Name - associate the Contact with an existing Account or create a new one
Email - add contact information
Click Save button to create a Contact (if you want to create one more Contact, click Save & New button)
Manage existing Contacts
You can sort Contacts out by clicking on List Views:
To open a Contact, click on its Name
From the Options Panel, you can edit the Contact and clone it. Follow and Change Owner options allow other colleagues of your company to track the Contact and change its Owner
From the Related panel, you have access to all the detailed information connected with the Contact: you can review Contact History, view and add Notes, upload files
Quote
Quotes represent proposed prices for products and services. Quotes can be created from and synced with Opportunities and emailed to customers. For instructions on how to create a Quote, check out the guide How to Create Quote and Confirm Order in Salesforce Partner Community.
Order
Order section lets to create and manage orders. For more details, check out the document How to Create Quote and Confirm Order in Salesforce Partner Community.
Change Order
In case you need to make any changes to a confirmed order / active Customer, you need to follow Change Order procedure. For more detailed instructions, check out the documentation Change Order and Fast Change Order Process in SFPC.
Order Items to Stock
It is possible to order CAPEX products to your stock, so that you can order products anytime and use them with new or existing PBX. For more details, check out the guide How to Order Items to Stock.
Case
The tab can be used to monitor the status of CLASSOUND orders. Each time when a quote with CLASSOUND add-on (Full Porting, Outbound Only, New DID, New Free Phone) is signed and an order is created, the system automatically creates the relevant number of cases, depending on the number of CLASSOUND add-ons ordered.
Here you can track the cases and their progress, as well as communicate with our support team directly through the case. Here you can track the cases and their progress, as well as communicate with our support team directly through the case. So, case is like a ticket that is created to monitor implementation of the CLASSOUND solution.
Cases section is also available on the following pages:
Account: displays all cases related to a specific account
Order: displays all cases related to a specific order
Detailed information about the case can be checked on the Case page:
You can use the panel on the right side of the Case page to communicate with CLASSOUND support on this case and attach files if needed:
When CLASSOUND support agent replies/ posts a question, you should receive an email notification, to easily navigate to the necessary case and reply there.
Task
Tasks represent business activities such as making calls, sending quotes or other to-do items.
You can also create and manage Tasks in Leads, Accounts, Opportunity and Contacts tabs, under Open Activities or Actions menus.
Create a New Task
Click New Task button to create a Task
Fill in the following mandatory fields:
Subject - add your own or select one of the options: Call/ Send Letter/ Send Quote/ Other
Assigned To - specify the Task assignee. By default, the Task is assigned to you
Name - associate it with an existing Contact or create a new one
Related To - associate it with an existing Account or create a new one
Activity Currency - indicate the default currency
Priority - set the Task priority: Normal/ High
Click Save to create a Task (if you want to create one more Task, click Save & New button)
Manage existing Tasks
You can sort Tasks out by clicking on List Views:
It is also possible to display Tasks as a Kanban board by clicking on Select list display:
To open a Task, click on its Subject:
From the Options Panel, you can edit the Task, quickly change Date, Status and Priority, delete it
Once the Task is done, click Mark Complete button
Report
Create a new Report
To generate a Report, go to the Reports tab and click New Report
Choose report Category (1), e.g. Opportunities as on the screenshot below and Report Type (2):
Once you choose the necessary report type, click Start Report:
At this stage, you can add/ remove any columns to your Report. To add more columns, click on the Columns field and choose the necessary option(s):
To group rows, click on the Group Rows field and choose the rows by which you want to group the report:
The grouping is displayed on the left. In our example, you can see the report in which opportunities are grouped by stage (Intro/ Contract Out / Order Management, etc.), opportunity record type and lead source:
Click Save & Run to generate the Report:
Manage existing Reports
To open a Report, click on its Name
You can edit the Report, save it, or export it in .xls format:
Export Quote information
It is possible to export quote information via Report tab:
Use Search field to search for the necessary Quote
Click on the arrow icon on the right and choose the Export in the drop-down menu:
Proceed with the export, choosing the desired option:
Formatted Report, which includes report header, groupings, and filter settings
Details Only, which include detail rows only
Price Book
To see the pricelists, follow the steps below:
Navigate to Pricing at the bottom of the page and click Price Book:
On the screen that pops up, choose the Product Type (CapEx/ OpEx/ CLASSOUND) and Price Book Type (Gold/ Silver/ Reseller) and click Next:
Look for the necessary option in the Search field. Or, if you want to download the entire list, choose the option Export to xlsx, Export to csv or Export to pdf:
Analytics
Three reports are available on the Home page -> Analytics tab at the bottom of the page. To open a report, click on the graphs and click View Report. You can edit any of the Reports and export them in .xls or .csv formats.
Additionally, you can generate other reports in Report menu.
Partner Opportunities Report shows the detailed information about Projects
Amount Opportunities Report shows the total amount of all created Quotes
Close Date Opportunities Report shows when Projects are closed
Settings
By clicking on your profile at the top, you can access Settings, edit your personal Profile and check your Company Account.
Profile - this is your personal Profile, you can add user picture, edit your personal information
Settings - here you can view your account information, manage email notifications. In Settings section, you can also change language if required:
Account Information - this is your Company Account, with information about account name, account owner, email, etc:
On the Related tab, you can find information about contacts, opportunities, orders, cases, etc.:
Logout
To log out:
Expand Settings in the top menu
Click Logout