by Mike Walsh | May 1, 2020 | From Around the Web
Sourced through Scoop.it from: www.desynit.com
Been said before but saying it again, Salesforce has some serious success stories!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 17, 2020 | From Around the Web
Sourced through Scoop.it from: www.salesforceben.com
Very helpful insights! Keeping customers distinct from prospects helps in so many ways
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 17, 2020 | From Around the Web
Sourced through Scoop.it from: blog.dropbox.com
Great to see cooperation and leadership in these challenging times!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Sep 19, 2019 | Blog, Salesforce Tips
Salesforce communities can be a huge boost for any business because it allows you to connect with your partners, customers and internal team in a curated and functional way. You can connect your Salesforce org, define exactly what data will be shown to users of the community and custom tailor it to your use case, sales, customer support, knowledge bases, you name it.
Because communities can be so flexible and useful, there are also a number of considerations and options relating to creating a community, specifically around licensing. There are actually 6 different licenses for external community users:
- Customer Community
- Customer Community Plus
- Partner Community
- Lightning External Apps Starter
- Lightning External Apps Plus
- Channel Account
Each of these licenses allows a different type of access and each is associated with an individual user. As a bit of clarification, a user is someone who will login, and use the community. Guests to the community (ex. Knowledge base sites) have no restrictions.
How do you get licenses? Simply put, you buy them from Salesforce. Generally, they are purchased in bundles, depending on your individual needs. Once you have them, you can go into Salesforce and assign the different contacts as users of your community. As an alternative, you can purchase logins, rather than licenses. Logins are a one time use, and are a great option if you have a large volume of potential users, who may or may not exist in your org.
Want more details?
Click here to get the breakdown on community licenses from Salesforce!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 23, 2019 | Blog, Salesforce Tips
When you need to work with a partner or partners, and want to do it through Salesforce, communities are the way to go. We have written before about how you can Enhance a Business Partnership with Salesforce Community – but to summarize, a Partner Community allows two or more businesses to share any specified Salesforce data, including, contacts, leads, accounts and opportunities.
Companies can use the Partner Community to increase transparency, communicate efficiently and push leads and deals through the Sales pipeline faster. Of course, one of the big considerations here is: what about the business info and data that you don’t want shared? After all, you love your partners, but that doesn’t mean you want to give them access to everything in your Salesforce org.
Naturally, Salesforce has a way to handle this, and it is done through user types. Partner communities contain various types of users who require varying levels of access. What users see depends on their user type and which tabs the administrator selects when creating the community.
And the varying degrees of access is extensive, meaning that you can pick and choose who can see or modify just about anything in the portal, from being able to see or modify the global header, to restricting certain information of the various users. This enables anyone with admin access to the portal, to fine tune exactly who can see what in Salesforce Communities, and ensure that anything you want to keep private, will stay that way without impacting the power of the portal.
For a complete list of user roles and standard permissions, click here.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
