Keys Things to Consider When Implementing Partner Communities
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The document outlines key considerations for implementing partner communities in Salesforce, emphasizing the importance of having a clear vision, building an integrated experience, and ensuring proper security measures. It also highlights the need for effective roll-out strategies and integration with other systems to enhance partner data access. Forward-looking statements regarding potential risks and uncertainties for Salesforce.com, Inc. are included as part of a safe harbor statement.
Keys Things to Consider When Implementing Partner Communities
- 1. Keys Things to Consider When Implementing Partner Communities Viet Nguyen Lead Salesforce Consultant @its_viet Jayvin Arora Philadelphia Salesforce User Group Leader @JayvinArora
- 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
- 3. Viet Nguyen Lead Salesforce Consultant, Traction on Demand @its_viet
- 4. Jayvin Arora Salesforce Technical Lead, Soliant Consulting Salesforce MVP
- 5. Audience You are looking to roll out Partner Communities. You have been asked to roll out a Partner Community. You are involved in a Partner Community implementation.
- 6. Keep in mind about Partner Communities… They are EXTERNAL facing systems that you can build as an admin, that touch customers!
- 7. Introduction • Connects you with your Partners • Different from User Communities • Common use cases: Collaborate on pipeline Provide Support Share Content & Data with Partners • Easy, seamless access • One system for internal teams
- 8. 1. Have a clear vision • Identify processes involving Partners • Understand & document current state • Identify efficiencies in the new Partner process
- 9. 1. Have a clear vision • Review the common use cases for Partner Communities • Engage with internal teams early: Sales, Marketing, Legal, Support, Delivery etc. • Think about Partner adoption
- 10. 2. Build an integrated, intuitive experience! • Treat it as a customer facing website • Consider branding, legal, sales, marketing, delivery implications • Communities: flexible out of the box • Standard Salesforce best practice apply: go native! • Work with Marketing for branding guidelines
- 11. 2. Consider Branding Guidelines
- 12. 2. Consider Branding Guidelines
- 13. 3. Consider Integrations • What other data could be helpful for Partners? • Enhance data access for Partners
- 14. 3. Consider Integrations • From your CMS, ERP, Internal databases • Use APIs, Web Services, Lightning Connect
- 15. 4. Review your security model • Org Wide Defaults • Ensure proper access on Profiles • Use field level security • Review List views, Reports folders • Review Workflows, validation rules, triggers Test, test and test!
- 16. 4. Review your security model
- 17. 4. Review your security model
- 18. 5. Have a solid roll out strategy • UAT with internal teams • Select a team of Beta Partners • Use Partners you have close relationships with • Use different types of Partners • Provide guidelines, facilitate feedback process • Emphasize advantages for Partners
- 19. Summary 1. Have a vision 2. Build an integrated, intuitive experience! 3. Consider Integrations 4. Review your security model 5. Have a solid roll out strategy They are EXTERNAL facing systems that you can build as an admin, that touch customers!
- 20. Keep the learning going in the Admin Lodge Admin Theater 55+ Sessions by Admins for Admins! Visit Customer-Led Demos Learn more with Trailhead! Earn your UI Customization badge
- 21. Thank you