Posts Tagged ‘PRM’

I recently blogged about the The Top 10 Reasons to migrate to Salesforce Communities from Salesforce Portals. If you think you are ready to take the plunge, here are three things that you need to think about before starting your migration efforts: Do you want to add enhancements when migrating? Most of the customers who come to us to migrate are doing so […]

I have spoken to many customers recently who are thinking of migrating from a Salesforce Portal to Salesforce Communities, and want to know what differs between the two platforms. First off, there are many ways the two are similar – at the most basic level, both Portals and Communities allow you to leverage the power […]

If you read my recent blog about how to customize your Community URL, you already know that the URL Salesforce uses for Communities differs from the native Salesforce URL that internal users are used to seeing. Due to this difference, it is critical that you setup all hyperlinks in the Community correctly if using Force.com to […]

Salesforce.com is launching the Community Designer as part of their Winter ’15 release. With this product launch there are now three core tools available, Site.com and the Force.com being the other two, to customize a Salesforce Community. Here are some considerations to help you make the selection that is right for your business and technical skills. Community […]

How are you engaging your partners and customers in your Salesforce Community? Salesforce appropriately named their Communities platform as such to highlight the social aspects that the Communities platform offers over its predecessor, the Salesforce Portal platform. A community is defined in the dictionary as “a feeling of fellowship with others, as a result of sharing common […]

Looking for ways to make your Salesforce Community work better for you and your customers and/or partners? Try using Salesforce Visual Workflow to capture data from your customers in a more visually appealing way. The end result? Happier customers/partners and better quality data. Here are three great ways to improve your Salesforce Community user experience: […]

Our customers are starting to migrate from Salesforce Portals to Salesforce Communities. Migration efforts range from relatively simple, involving updates to profiles, links/buttons, and email templates as well as regression testing, to more complex, especially where automated provisioning processes are in place or the user interface has been heavily customized. What are the benefits of […]

At Perficient,  we live what we sell. We have long seen the value of Salesforce and the cloud in general to impact a company and its community of partners, customers, and the public. When we think about our business we use Salesforce as the anchor technology  to serve these communities. What started in 1999 as a simple […]

Delivering a deal registration process has been a top 3 reason companies choose to implement Salesforce Partner Relationship Management (PRM). But like many things in Salesforce you have a variety of implementation approaches to consider. Where do you capture deal registrations? Leads Opportunities Custom objects The answer is: it depends. There are a number of factors […]

Perficient is incredibly excited to see the continued investment salesforce.com makes in Salesforce Chatter, Salesforce Service Cloud, and the Force.com platform. These innovations provide our customers new ways to engage with employees, customers, partners, and the public at large. What does the announcement of Salesforce Chatter Communities have on the future direction of the Salesforce Customer Portal and Salesforce Partner […]

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

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, […]