Posts Tagged ‘Communities’

In a prior blog we talked about portal adoption strategies and suggested a combination of approaches that would improve adoption, including: Simplifying portal content Targeting compelling content to specific user tiers or geographies Reinforcing your brand by matching your portal with your corporate brand

“Clicks — not code” is one of salesforce.com’s catchy phrases. It drives home the message that you can do a lot with Force.com to deliver rich functionality before resorting to custom development. But many people (from companies and implementation firms alike) are still unaware of when best to use custom development and when best to […]

A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, […]

A frequent challenge when using portals is list view visibility. Many companies new to Salesforce do not lock down the “Manage Public List Views” profile permissions. This enables business users to create a list view for themselves, such as “Mary’s Cases,” and then unknowingly make it visible to everyone, both internally and externally. Be sure […]

Over the years, we’ve worked with clients on a great many portal implementations. And we’ve seen a lot of different paths companies take based on their unique processes and end-user needs. But I am always surprised when companies choose to build their own portal infrastructure rather than license a portal such as the Salesforce Customer […]

One of my favorite features of Salesforce is the ability to share information with your community, be it through the Partner Portal or Customer Portal, Salesforce Sites, Siteforce, or Salesforce-to-Salesforce. Bringing a Salesforce Cloud to your community is a great way to foster better and more efficient communication.

Summarizing reports by owner name is one of the many useful aspects of Salesforce. But if you sell through partners, you probably want to see leads and opportunities based on the partner company name rather than the partner employee name. This way, you can easily understand partner performance. Should be easy, right? It is. But […]

The good news: You bought Salesforce Partner Portal You found it incredibly easy to set up a basic portal implementation The bad news: You are not getting the portal adoption by your partners that you expected

There is often great debate on which implementation methodology – Waterfall or Agile – is the best approach to use when tackling a professional services engagement. The answer is…BOTH! With the rise of SaaS and Cloud Computing there has also been a rise in the desire to use an Agile methodology: get basic requirements, prototype, […]

After a brief hiatus from blogging, I thought I’d use this post as an opportunity to indulge a little. So I’d like to take some time to reflect on how far Force.com has come in the past six years, and how we’ve seen companies benefiting from it. Marc Benioff’s favorite accolade is “it’s amazing,” and […]

Q: How do you determine whether to integrate different Salesforce Orgs* or keep them separate? When a merger, acquisition, consolidation or spin-off takes place, there are often separate Orgs that reside in different areas of a company. Before any integration process begins, it’s critical to assess what the end goal is for combining them. For […]

Q: What tips do you have for choosing the right report format to quickly access critical data? In most systems, setting up reports can be a daunting task that is often given to the IT Systems Administrator. In Salesforce®, anyone can go in and use the wizard to quickly and easily generate a report. That […]