[William]

Ryanwingate.com provides the following steps to share CRM data with your partners:

1. Create a bare-bones partner portal using Partner Central
2. Set up an external sharing model
3. Create partner accounts and users
4. Add a new user to the Salesforce role hierarchy
5. Use sharing rules to share records via role hierarchies and account roles
6. Use a sharing set to share records for lead enrichment
7. Create an account relationship to share records

• This reply was modified 1 year, 11 months ago by  William.

[William]

Salesforce works great for big companies/corporations. When it comes to smaller ones, that's a waste of money.