Posts Tagged ‘portals’

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 […]

Portal technology has evolved to the point that sites are being built that give the user access to the tools they need to use every day, all day long. This is done by defining roles and configuring the portal to display the tiles that support those roles based on the user’s credentials. If the user […]

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 […]

From time to time, it is a good idea to re-evaluate potential IT architectures especially with the cost reduction pressures in healthcare IT. The growth in maturity of several key players in the open source software arena is gaining the attention and respect of healthcare IT decision-makers and worth evaluation as a lower cost alternative. […]

Industry Today Healthcare ranks as the largest industry in the world and is responsible for generating over $4.5 billion in revenue. While the United States is home to only 5% of the total world population, US residences are responsible for nearly half ($2.2 billion) of annual healthcare expenditures. The industry provides employment to over 15 […]

The future of healthcare:

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

Cindy O’Neill from Microsoft interviewed Perficient’s Martin Sizemore at HIMSS 2012 on accountable care, meaningful use, mobility, social media, cloud, portals and business intelligence solutions.

Jim Murphy held a standing room only session this morning covering the 6 pitfalls with portals.  I’m curious, was it standing room only because lots of people have encountered pitfalls, or are all these people just starting out with portal and want to avoid these pitfalls?  My guess is that many of these people already […]

The afternoon session of the Gartner conference started off with a collaboration by Gene Phifer and jim Murphy talking about Employee Portals.  Originally, most portals were aimed at employees.  More recently vendors and business have been turning to Customer portals.  But with the rise of social capabilities, the Employee Portal and Intranet are again a […]