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Rethink Partner Engagement With Salesforce Communities

Cole Harris

Apr 17 2020

3 min read

Salesforce has created a community space for sharing information and collaborating with those essential to your business. This collaborative solution is called Salesforce Community Cloud. Through Salesforce communities, you can connect with partners, employees, or customers. A community can be a knowledge center, support forum, HR portal, or whatever you would like to name it. Through drag and drop design, you can base your community from preconfigured Lightning templates.

Make Your Salesforce Community Yours

Salesforce communities also allow you to easily incorporate your own branding inside your community to make it feel like an extension or your business. Share subsets of information from inside your Salesforce organization through communities to safely deliver useful information to those that need it most.

With the help of your partners, you can expand your business and sell more. When you are in better communication with your partners, and they have access to the information they need, your business does better. Salesforce allows you to create a partner portal to make it easier to share valuable information with your partners. Partners communities enable you to deliver lead and opportunity information with your partners to accelerate your sales.

Sell more with Salesforce Partners

With Salesforce Partner Communities, you can onboard and register your partners with a seamless process that provides the right tools and resources they need to get started. From the start, you can give your partners the correct information they need to build assurance and reliability.

You will be there for your partners, and they will be there for you. If your partner has questions about your products, they can quickly get the product information from your community or get in contact with your product experts in only clicks.

How to Best Use Salesforce Communities Partners

To help be efficient, give your partners only the relevant information they need to move opportunities through the pipeline. Ensure transparency by sharing account contacts, leads, and campaign records, so they have all the information they need at every step of the way. Third-party apps from the app exchange let you expand your community with more functionality and can help centralize pricing, inventory, and other information. Keep your partners up to date with trainings and certifications by linking a learning management platform to your community.

With Dashboards and Reports, track the performance of your partners so you can reward and acknowledge the rockstars and help support those who may be behind pace, so no one is forgotten. You can do all this and more all within a partner community branded with your company’s colors and logos to make Salesforce a direct extension of your business to your partners.

Have any questions about Salesforce communities and working with partners? Please contact us at any time!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Cole Harris

Cole Harris is an associate Salesforce Consultant in the firm’s technology group. He joined Sikich in May of 2018. Cole is from the Chicago area and specializes in the design, development, testing, deployment, and support of CRM applications.