Forum Replies Created

  • William

    Member
    December 1, 2022 at 2:40 pm in reply to: How to share CRM data with Partners in Salesforce?

    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 2 years ago by  William.
  • William

    Member
    December 1, 2022 at 2:26 pm in reply to: Sell Idea of Salesforce to Your Company

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

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