Activity › Forums › Salesforce® Discussions › How to share CRM data with Partners in Salesforce?

  • Unknown Member

    Deleted User
    August 24, 2021 at 7:15 am

    Do you know that you can improve the management of your company? There's a simple way to do that, a CRM system. It makes it easier to conduct business, improve customer contact, and build sales. Such features are offered by Firmao. I use this program in my company so I can recommend it. They have a website so you can check them out

  • anikaa

    Member
    August 17, 2022 at 12:43 pm

    The CRM data storage prevents the sharing of data with partners in salesforce, because it is a security measure. However, you may use a workaround. You can create cross-domain and share it with a partner. This will allow them to see the data you have shared with them. To share data within Salesforce, you should use Salesforce data migration tools. Data migration tools are used to link multiple Salesforce accounts. Data migration tools can be used to exchange data from one profile to another. For example, in case you have a partner account and you need to link this with another partner account, then you can use data migration tools. Data migration tool is like a bridge that connects two Salesforce accounts and exchange data between them. Data migration also helps businesses in setting up a new business account in no time. To get more information on this consult the top experts. Get information about top consulting companies here

  • William

    Member
    December 1, 2022 at 2:40 pm

    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.

  • CRMJetty

    Member
    February 28, 2023 at 11:07 am

    Hello,
    you can refer this video for how to share CRM data with partners in Salesforce

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