WeDid: Salesforce Upgrade Partner Portal to Partner Community

Challenges

Customer has been using Partner Portal for a while. They need to migrate all the existing function to Partner Community.

 

Solutions:

  • Migrate Parter Portal to Partner Community
  • Implement additional report/dashboard function that provides personalised view for each Partner
  • Implement security model so that each Partner can only view their own transaction
  • Enhance Partner Community branding
  • Implement Partner Community Chatter so that the internal team can collaborate with different Partner

 

Related Objects Standard/Custom Object
Components Report/Dashboard
Partner Community
Security Modelling
Custom Object Development
Chatter Configuration
Complexity Medium