About This Guide

With the Partner Commerce on Salesforce User Guide, you can find out how Apttus Partner Commerce works and how partners can quickly select products and checkout on behalf of the end customer, all the time having a seamless experience.



What's Covered

This User Guide is designed to provide users with information on features and related user interactions to be consumed within Apttus Partner Commerce. This guide covers the most common use cases for users and assumes a level of familiarity with basic Salesforce.

Primary Audience

Partner users of an organization who want to place orders on behalf of end customers of the same organization

IT Environment

Refer to the latest Apttus Partner Commerce on Salesforce Release Notes for information on System Requirements and Supported Platforms.

Other Resources

  • Partner Commerce Implementation and Deployment Guide: Refer to this guide for installing, implementing and deployment of the Apttus Partner Commerce solution.
  • Partner Commerce SDK: Refer to this guide for technical instructions on the installation and setup of an Apttus E-Commerce storefront.

This guide describes the following tasks: 

  • General Administration
  • Selecting Account for which the order is to be placed
  • Browsing Catalog
  • Managing Assets
  • Product Configuration
  • Applying Promotions
  • Managing and checking out the cart
  • Creating the draft order
  • Generating the draft order document and presenting the same to the end customer
  • Confirming the order