WeDid: Salesforce Partner Community to Manage Resellers

Challenges

The resellers of the business organisation are currently using the following model to track the inventory and price of the products.

Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 1
Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 2
Business organisation <- sends/retrieves inventory spreadsheet -> Reseller 3

This model is manual and it is difficult to keep track of multiple version of a spreadsheet for multiple resellers.

 

Solutions:

Design a new data model in Salesforce to keep track of:

  • Purchase Order (and keep track of status)
  • Inventory (Alert reseller and principal when stock volume is low)
  • Stock usage

Once the data model is finalised and the correct permission scheme is set, enable the Partner Community function to allow Resellers to login to view/modify their own records.

 

Related Objects Opportunity, Account, Contact, Custom Objects
Components
  • Partner Community
  • Workflow
  • Custom Object/Fields
  • Validation Rules
Complexity Low