keys things to consider when implementing partner communities
TRANSCRIPT
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Keys Things to Consider When Implementing Partner CommunitiesViet NguyenLead Salesforce Consultant@its_viet
Jayvin AroraPhiladelphia Salesforce User Group Leader@JayvinArora
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Viet NguyenLead Salesforce Consultant, Traction on Demand @its_viet
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Jayvin AroraSalesforce Technical Lead, Soliant ConsultingSalesforce MVP
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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.
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Keep in mind about Partner Communities…
They are EXTERNAL facing systems that you can build as an admin, that touch customers!
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Introduction• Connects you with your Partners• Different from User Communities• Common use cases:
Collaborate on pipelineProvide SupportShare Content & Data with Partners
• Easy, seamless access• One system for internal teams
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1. Have a clear vision• Identify processes involving Partners • Understand & document current state• Identify efficiencies in the new Partner process
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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
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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
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2. Consider Branding Guidelines
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2. Consider Branding Guidelines
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3. Consider Integrations
• What other data could be helpful for Partners?• Enhance data access for Partners
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3. Consider Integrations
• From your CMS, ERP, Internal databases• Use APIs, Web Services, Lightning Connect
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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,testandtest!
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4. Review your security model
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4. Review your security model
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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
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Summary
1. Have a vision2. Build an integrated, intuitive experience!3. Consider Integrations4. Review your security model5. Have a solid roll out strategy
They are EXTERNAL facing systems that you can build as an admin, that touch customers!
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Thank you