How to Create Partition

Steps:

1. Click the Create Partition button at top right.

2. Fill in the following fields:

   • Enter Partition Serial Name. It is used to identify the partition on an instance. Requirements for the name: minimum 2 characters, maximum 30 characters; supported chars are a-z, 0-9, "_";
     it must not contain the words "system", "test", "public".

   • Enter Partition Label containing a meaningful description of the partition, including the customer name, e.g. <My customer> production partition or just <My customer> Prod.

   • Add Description. 

   • Select Purpose. It can either be PoC or Demo. (If the Account type in Salesfx is set to Admin, there are more purposes to choose from.) This option is meant for external users – it limits the available instances (so that an intended QA partition is not at the PROD instance etc.).

   • Select Instance from the list. Instances are filtered according to the Purpose you selected.

   • Select default Currency from the list.

   • Enter default Unit of measure.

   • Select which modules to activate. 

   • Limit the number of admin users at the partition. One admin user is created automatically.

   • Select Salesforce contact from the list. This is an optional field that is then propagated to Salesfx. It is typically used to know who to contact when making decisions about the partition.

   • Optionally, specify an email to which the credentials should be sent. That way the partition requestor will never see the login name and password for the partition. If left empty, credentials are sent to the requestor.

   • Select date after which the partition ca be deleted. The information is visible only in PlatformManager, it is not propagated anywhere. Deleting does not happen automatically, there is a Pricefx team doing regular cleanups.

3. The last option 'Non-standard Requirements' will redirect your request to Pricefx Support who will create the partition for you. Once you select this option, you need to fill in:
   
   

   • Whether you want Remote DB schema.

   • Enter your requirements in a free text field.

   • When you submit the form (with the support assistance), a ticket in Pricefx Helpdesk will be created and the Support team will handle it.

4. Click Submit.
   You will be notified by email when the partition is ready. Only the partition requestor gets the credentials.