keys things to consider when implementing partner communities

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

Jayvin AroraSalesforce Technical Lead, Soliant ConsultingSalesforce MVP

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.

Keep in mind about Partner Communities…

They are EXTERNAL facing systems that you can build as an admin, that touch customers!

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

1. Have a clear vision• Identify processes involving Partners • Understand & document current state• Identify efficiencies in the new Partner process

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

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

2. Consider Branding Guidelines

2. Consider Branding Guidelines

3. Consider Integrations

• What other data could be helpful for Partners?• Enhance data access for Partners

3. Consider Integrations

• From your CMS, ERP, Internal databases• Use APIs, Web Services, Lightning Connect

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!

4. Review your security model

4. Review your security model

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

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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