Permissions Missing for Partners

System Permissions

System

Permission Name	OK for Partners to not Have	Description
API Enabled		Access any Salesforce.com API.
Api Only User		Access Salesforce.com only through a Salesforce.com API.
Assign Topics		Assign existing topics to feed items. Remove topics from feed items.
Author Apex		Create Apex classes and triggers.
Bulk API Hard Delete		Delete records in the Bulk API without storing them in the Recycle Bin.
Chatter Internal User		Use all Chatter features.
Connect Organization to Environment Hub		Allows a user to connect this organization to an Environment Hub.
Create and Customize Dashboards		Create, edit, and delete dashboards in personal folders.
Create and Customize List Views		Create list views; modify and delete own list views.
Create and Customize Reports		Create, edit, and delete reports in personal folders.
Create and Own New Chatter Groups		Create and own new Chatter groups.
Create and Set Up Communities		Create communities, manage community-wide settings, membership, login and registration, branding, and associated Site.com site.
Create and Share Links to Chatter Files		Share a Chatter file with anyone by creating a file link and sending it via email or IM.
Create and Upload Change Sets		Create, edit, and upload outbound change sets.
Create AppExchange Packages		Create packages that can be distributed through AppExchange.
Create Dashboard Folders		Create dashboard folders and manage these folders if sharing rights allow.
Create Report Folders		Create report folders and manage these folders if sharing rights allow.
Create Topics		Create new topics by assigning them to feed items.
Customize Application		Customize the organization using App Setup menu options.
Delete Topics		Delete topics and remove all corresponding topic assignments from feed items.
Deploy Change Sets		Deploy inbound change sets.
Download AppExchange Packages		Install or uninstall AppExchange packages as system administrators.
Drag-and-Drop Dashboard Builder		Create, edit, and delete dashboards through the drag-and-drop dashboard builder interface.
Edit Events		Create, edit, and delete events.
Edit HTML Templates		Create, edit, and delete HTML email templates.
Edit My Dashboards		Edit, move, save, and delete user's own dashboards in shared folders.
Edit My Reports		Edit, move, save, and delete user's own reports in shared folders.
Edit Read Only Fields		Edit fields that are read only due to page layouts or field-level security.
Edit Tasks		Create, edit, and delete tasks.
Edit Topics		Edit topic names and descriptions.
Email-Based Identity Confirmation Option		Provides an option to use email to confirm identity, even if the user has a verified phone number.
Export Reports		Use Export Details and Printable View to export reports.
Insert System Field Values for Chatter Feeds		Set the author or creation date for a Chatter post or comment.
Invite Customers To Chatter		Invite Customers To Chatter
Manage Analytic Snapshots		Create, edit, and delete analytic snapshots.
Manage Auth. Providers		Create and edit Auth. Providers
Manage Chatter Messages		Access all users' messages sent in Chatter.
Manage Communities		Access Community Management to view community dashboards and set up Reputation point system and levels.
Manage Connected Apps		Manage, create, edit, and delete connected applications.
Manage Custom Report Types		Create, edit, and delete custom report types.
Manage Dashboards in Public Folders		Create, edit, delete dashboards, and manage their sharing in all public folders.
Manage Data Categories		Create, edit, and delete data categories.
Manage Data Integrations		Monitor or abort Bulk API jobs.
Manage Dynamic Dashboards		Create, edit, and delete dynamic dashboards.
Manage Email Client Configurations		Create, edit, and delete Outlook configurations for Salesforce for Outlook.
Manage Force.com Flow		Create and edit Force.com Flows.
Manage Letterheads		Create, edit, and delete letterheads for HTML emails.
Manage Mobile Configurations		Access Salesforce Classic features.
Manage Package Licenses		Manage package licenses in subscriber organizations.
Manage Public Documents		Create, edit, and delete folders for public documents.
Manage Public List Views		Create, edit, and delete public list views.
Manage Public Templates		Create, edit, and delete text emails, mail merge templates, and folders for public email templates.
Manage Reports in Public Folders		Create, edit, delete reports, and manage their sharing in all public folders.
Mass Edits from Lists		Edit multiple records simultaneously from a list with inline editing.
Mass Email		Send mass emails to contacts and leads.
Moderate Chatter		Deactivate Chatter Free users, assign moderator privileges to Chatter Free users, and remove posts.
Moderate Communities Feeds		Moderate Chatter Feeds in communities
Moderate Communities Files		Moderate Chatter Files in communities
Modify All Data		Create, edit, and delete all organization data, regardless of sharing settings.
Password Never Expires		Prevent the user's password from expiring.
Report Builder		Create, edit, and delete reports through the drag and drop report builder interface.
Reserved for Future Use		Reserved for future use.
Run Flows		Run flows.
Run Reports		Run reports and dashboards.
Schedule Dashboards		Schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format.
Schedule Reports		Run reports in the background, and export results as a CSV or Excel file on completion.
Send Email		Send email to a single contact or lead.
Send Outbound Messages		Send outbound messages to an external Web service API.
Show Custom Sidebar On All Pages		Display a custom sidebar on all pages in Salesforce.com.
Transfer Record	( in some circumstances. It does restrict the ability to do a lot of business processes based on record visibility)	Change the owner of most records.
Two-Factor Authentication for API Logins		Require users to enter a time-based token instead of the emailed security token in the API.
Two-Factor Authentication for User Interface Logins		Require users to enter a time-based token during login.
Upload AppExchange Packages		Upload packages to AppExchange for distribution.
Use Identity Features		Gives the user access to Identity features such as App Launcher.
View All Data		View all organizational data, regardless of sharing settings.
View Dashboards in Public Folders		View and access dashboards in public folders, which does not include others’ personal folders.
View Data Categories		View the Data Categories page.
View Encrypted Data		View the value of encrypted fields in plain text.
View Global Header		View the global header to switch between apps and communities and access personal setup and customization options.
View Help Link		Allow user to view help link.
View My Team's Dashboards		View dashboards owned by people under them in the role hierarchy.
View Reports in Public Folders		View and access reports in public folders, which does not include others’ personal folders.
View Setup and Configuration		View the App Setup and Administrative Settings pages.
Weekly Data Export		Run the weekly data export service.

Users

Permission Name	Partners Have it	Description
Assign Permission Sets		Assign permission sets to users.
Manage Internal Users		Create and edit internal users.
Manage IP Addresses		Create, edit, and delete trusted IP ranges.
Manage Login Access Policies		Specify the login access policies that apply to administrators and support organizations.
Manage Password Policies		Set password restrictions and login lockout policies for all users.
Manage Profiles and Permission Sets		Create, edit, and delete profiles and permission sets.
Manage Roles		Create, edit, and delete roles.
Manage Sharing		Manage sharing configurations, including organization-wide defaults.
Manage Users		Create, edit, and deactivate users, and manage security settings, including profiles and roles.
Reset User Passwords and Unlock Users		Unlock users whose accounts are locked, and reset user passwords.
View All Users	(They have this in Sharing Settings)	View all users, regardless of sharing settings.

App Permissions

Call Center

Permission Name			Description
Edit Case Comments			Edit their own case comments but not other user's comments.
Import Solutions			Import solutions for the organization.
Manage Business Hours Holidays			Create, edit, and delete business holidays.
Manage Call Centers			Create, import, edit, and delete a call center configuration.
Manage Cases			Administer case settings, including Email-to-Case and mass transfer of cases.
Manage Categories			Define and modify solution categories settings.
Manage Published Solutions			Create, edit, and delete publicly accessible solutions.
Transfer Cases			Change a case's owner.

Content

Permission Name			Description
Create Libraries			Create Salesforce CRM Content libraries.
Deliver Uploaded Files and Personal Content			Enables non-Content users to create content deliveries, and enables Salesforce CRM Content users to create content deliveries using documents in their personal library.
Manage Content Permissions			Create, edit, and delete library permissions in Salesforce CRM Content.
Manage Content Properties			Create, edit, and delete custom fields in Salesforce CRM Content.
Manage Content Types			Create, edit, and delete content types in Salesforce CRM Content..
Manage Salesforce CRM Content			Create, edit, and delete libraries and library memberships.
View Content in Portals			View Salesforce CRM Content from a portal.

Partner Relationship Management

Permission Name			Description
IP Restrict Requests			Restrict what IP addresses can access in the PRM Portal.
Manage External Users			Create partner accounts and partner users.
Delegated External User Administration			Manage portal users who belong to the same portal account.

Sales

Permission Name			Description
Activate Contracts			Change contract status to Activated.
Approve Contracts			Approve or reject a contract from a related list.
Convert Leads			Convert leads into accounts, contacts, and opportunities.
Delete Activated Contracts			Delete contracts, regardless of their status.
Edit Opportunity Product Sales Price			Change the sales price on opportunity line items.
Import Leads			Import leads and update campaign history.
Import Personal Contacts			Import personal accounts and contacts.
Manage Leads			Change the status of multiple leads in a list view.
Send Stay-in-Touch Requests			Send Stay-in-Touch update emails.
Transfer Leads			Change a lead's owner.
Use Team Reassignment Wizards			Mass reassign account team and opportunity team members.

Salesforce

Permissions Missing for Partners

Analytics

System Permissions

System

Users

App Permissions

Call Center

Content

Partner Relationship Management

Sales

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