CRMJetty - Portal Solutions
CompanyForum Replies Created
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CRMJetty
MemberFebruary 14, 2022 at 10:39 am in reply to: What are the Benefits of using Salesforce AppExchange Apps in Salesforce?Hello,
Refer to this link:
https://blog.cloudanalogy.com/10-benefits-of-using-salesforce-appexchange-apps/
https://www.manras.com/10-ways-salesforce-appexchange-apps-benefit-your-business/
Hope this helps you.
Thanks.- This reply was modified 2 years, 10 months ago by CRMJetty.
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CRMJetty
MemberFebruary 14, 2022 at 10:34 am in reply to: What happen if child have two master records and one is deleted?Hello,
Refer to this link:
https://developer.salesforce.com/forums/?id=906F0000000BUQPIA4
https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5
Hope this helps you.
Thanks." -
Hello,
Service Cloud by Salesforce is one of the world’s most popular and highly-rated customer service software solutions. Whether by phone, web, chat, or email, this customer support software enables agents and customers to quickly connect and solve customer problems.
Service Cloud customer service software includes case management, customer access across all channels, integration with legacy data systems, pre-built integration apps, support ticketing, knowledge base, routing and escalation, and queue management.
Customer support software can help companies streamline service team processes and calls, reducing average call times. This powerful customer service software can also dramatically improve customer satisfaction and problem resolution. It is time to take your customer service to the next level.Hope this helps you.
Thanks. -
CRMJetty
MemberDecember 21, 2021 at 7:15 am in reply to: How many types of Salesforce licenses are there?Hello Piyush,
Talking about the licenses, Salesforce provides access to these communities’ plans in various licenses.
Salesforce provides licenses in six different types of licenses. Listed below:Customer Community:
It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge. You can also use the customer community with personal accounts.Customer Community Plus:
Customer Community Plus is useful for business to consumer experiences with external users who have access to reports and dashboards and need advanced sharing options. Customer Community Plus can also be used with personal accounts.Partner Community:
Partner community is useful for B2B communication. It gives access to sales data like partner relationship management and can’t be useful for personal accounts.Commerce Portals:
Commerce portals are for custom digital experience to engage any external users, like brand engagement and customer loyalty. It provides limited access to CRM objects and can be used with personal accounts.External Apps:
External apps are very customizable experiences while incorporating CRM objects, custom objects, and external data and require additional storage. Its ideal use case is a dealer, vendor, or supplier portal. It is useful for franchise management, marketplaces, and multi-level marketing. The external app’s license cannot be useful with personal accounts.Channel Account:
It is useful for business to business communities and portals that calculate their usage on the basis of numbers of partners instead of numbers of individual users. -
CRMJetty
MemberDecember 21, 2021 at 6:41 am in reply to: How many portals available in Salesforce.com?Salesforce offers three types of portals that have different use cases:
– Partner Portal
– Self-service Portal
– Customer Portal
It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. -
CRMJetty
MemberDecember 21, 2021 at 6:34 am in reply to: How do I enable customer portal in Salesforce?How to Enable Salesforce Customer Portal?
You can follow the steps given below to enable the Salesforce Customer Portal.
1) From Setup, enter Customer Portal Settings in the Quick Find box. Then selectCustomer Portal Settings or In Build, click customize, select customer portal, then click on Customer Portal Settings.2) Click Edit.
3) Select Enable Customer Portal.
4) Click Save.
5) This is the view of Customer Portal after enabling the same. From there, you can create a new portal by clicking on ‘New’ or edit an existing portal.
6) You can change portal fonts, color with the option Change Portal Fonts and Colors button, and use the Edit button to change the header, footer, etc.
Click on Edit and change it.Note: This feature available only in Salesforce Classic.
How to Enable Customer Portal for Contacts1) From a contact detail page, click Manage External User, and then select Enable Customer User.2) Verify the general information and locale settings, and enter any missing information. The customer’s Username defaults to the customer’s email.
3) Select a portal user license. The user license that you choose determines the permission sets, user profile type, and role hierarchy options which you can select for the user. See Customer Portal User Licenses.
4) Click on save to save the settings it.
5) Go back to the Contact Detail page and click Manage External User and select login to Portal as User.
After performing all the steps, this is how the Salesforce Customer Portal will look like.
- This reply was modified 3 years ago by CRMJetty.
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CRMJetty
MemberDecember 21, 2021 at 5:41 am in reply to: What is the difference between partner portal and customer portal in Salesforce?– Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives.
– Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.
– Access and Cost: Partner portals have more access to core CRM features and hence are expensive.
– Role-based access: Using the partner portal you can provide specific role-based access to your partner whereas that’s not the case with the Salesforce customer portal.
There is a thin line difference between both the portals but each has its own uniqueness and functionality to serve. -
CRMJetty
MemberDecember 21, 2021 at 5:32 am in reply to: What is the Customer Portal and Partner Portal in Salesforce?Salesforce is a well-known name in the world of CRMs, portals, and communities.
What is Salesforce Partner Portal?
Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modules for which they are granted access. With the help of partner relationship management (PRM), companies can create multiple portals to manage, track, and handle their indirect sales.
What is Salesforce Customer Portal?
Salesforce customer portal is an interface that is useful to provide support to your customers, help them solve issues about your products/services thereby better overall user experience. As a company, you can create a personalized customer service portal including features, sections, information, modules based on your requirements to streamline communication with your customers. -
CRMJetty
MemberDecember 21, 2021 at 5:29 am in reply to: How many types of portals are available in Salesforce?There are 3 types of Portals in Salesforce:
1) Self Service Portal
2) Partner Portal
3) Customer Portal -
CRMJetty
MemberDecember 21, 2021 at 5:15 am in reply to: What is the cost of Paid App on Salesforce AppExchange?Hello Abhinav,
To list on the AppExchange you need to be a partner. If the app is a paid managed app you will have to pay the security review fee. Unmanaged apps cannot be listed IIRC
Additionally you will have a Revenue share (something like 15%) with SF.
The cost would be the $2,700. The impact on revenue would be 15% of collected revenue from the app. So not a cost but would have to be factored into your pricing or accounted for in your business forecasting. (Depends on your definition of cost 🙂
Hope this helps.Thanks. -
CRMJetty
MemberDecember 21, 2021 at 5:09 am in reply to: What are the difference between the Lightning:input and Lightning:inputField?Hello Shweta,lightning-input: Represents interactive controls that accept user input depending on the type attribute. A lightning-input component creates an HTML <input> element.Find the more info: https://developer.salesforce.com/docs/component-library/bundle/lightning-input/documentation lightning-input-field: Represents an editable input for a field on a Salesforce object. Use the lightning-input-field component in lightning-record-edit-form to display and edit the value of a record field of a Salesforce object. Use the field-name attribute to specify the API field name. Find more info: https://developer.salesforce.com/docs/component-library/bundle/lightning-input-field/documentationHope this helps.Thanks.
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CRMJetty
MemberDecember 15, 2021 at 9:27 am in reply to: What are the CRM system features in Salesforce ?Option suggestion: In the event that your commerce is clothing or footwear, you'll be able learn from your customer’s buy history so that when they shop once more, the entry can suggest sizing based on past buys. Usually particularly accommodating in case you offer based on brands since they have steady measuring.
Cross selling: In the event that you claim an estore related to way of life items, cross offering is very simple. You'll offer other items, and extras on it. In the event that you offer gadgets, you'll cross offer cables or item adornments.Quick query reports: In case there are comparable inquiries coming in from clients for over a week, your back staff ought to be able to urge that information in a report so they can address it way better by distributing a modern information article.
Data Visualization: Client interaction can instruct you a part. And the entrance can collect a parcel of information that you just can at that point consider.
This features mentioned above are some of the advanced features but here’s a
list of some basic portal features you can have if you are just starting
out:
Secure login
– Knowledge base
– Case deflection
– Proposal generation
– Interactive and informative dashboard
– Product catalog
– Real-time notifications
– Integrated calendar- This reply was modified 3 years ago by CRMJetty.
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CRMJetty
MemberDecember 14, 2021 at 11:40 am in reply to: What are the different Portals in Salesforce ?There are 3 types of Salesforce portal.
1) Customer Portal
Customer Portal provides customers with an online channel to communicate
with customer executives and solve their issues. They help to
streamline communication and provide easy and fast solutions. Portals
are also helping companies to provide 24/7 support to their customers
regardless of time zones and geographic shortcomings.
2) Partner Portal
Salesforce partner portal
is for your sales and channel partners. They have access to the core
features of Salesforce CRM. The partner portal also provides partners
with leads and customer conversion opportunities.
3) Self-service portal
customers prefer to solve their problems, even the technical ones on
their own. Self-service portals help them by redirecting them to the
right FAQs, blog posts, technical documents, videos, etc.