Salesforce Features
Partner Relationship Management
Outer Joins Reporting
Outer Join Reports With and Without Child Records
Developer, Professional, Enterprise, and Unlimited Editions
- Create Reports that include records with and without related child records
- Modify existing Custom Report Types to incorporate previously excluded records
With Comprehensive Record Reporting, administrators can define whether custom reports will return records for objects that have no related-list records. Now users gain complete related list visibility on reports. For example, users can now create prospecting status reports displaying a comprehensive list of accounts regardless of whether an account has any contacts or opportunities. Users can also run campaign effectiveness reports that display all campaigns, even if a particular campaign never reached any recipients.
Next Generation Partner Portal
World-Class Partner Relationship Management Functionality and Usability
Enterprise and Unlimited Editions
- Provide a richer and more interactive user experience for your partners
- Improve partner productivity with enhanced activity management tools
With Spring 08, the Salesforce partner portal lets salesforce.com customers strengthen their partner communities and provide partners with a richer end user experience. With the Salesforce partner portal, customers can provide all of the benefits of the Force.com platform for their partners, including s-controls, Web tabs, and the unlimited interface design capabilities of Visualforce when it becomes generally available in 2008. The new capabilities delivered with the Salesforce partner portal include:
Ideas for Salesforce Partner Portal
Partner Ideas to Fuel Your Channel Business Success
Enterprise and Unlimited Editions
- Use community features to further differentiate your partner program
- Harness the ideas of your partner community to grow your channel business
Your channel partners probably have ideas on how to improve your channel business. But how do you collect those suggestions and evaluate them in a democratic way? Starting with the Spring ’08 release, your partners will have access to the Salesforce Ideas application via the next-generation partner portal. With Salesforce Ideas, partners can make suggestions on how to improve your channel business and vote on posted suggestions by other channel partners. That means you can receive real-time feedback on your partner programs and product offerings.
Note: This feature is not enabled by default for new Salesforce Partners (formerly Salesforce PRM) customers. In order to use this feature, you must be using the next generation partner portal.
Salesforce to Salesforce
Shared Data and Processes for Companies that Both Use Salesforce
Requires an Additional Fee
- Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce
- Easily opt in and out of cross-company data sharing
- Share leads, opportunities, or any custom object
One of the questions most commonly asked by salesforce.com customers is: How do I securely and easily share data with another company that is also using Salesforce? How do I coordinate with other companies we do business with on revenue-sensitive business processes? It’s all possible with Salesforce to Salesforce, new with Winter ’08. Salesforce to Salesforce is a powerful new service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connection.
Accounts for Partners
Closer Collaboration with Your Partners 
Enterprise and Unlimited Editions
Note: This feature will be available in the weeks following the Summer ’07 release. It is disabled by default but can be enabled by the organization’s salesforce.com administrator.
• Empower partners to manage their accounts
• Improve sales effectiveness by sharing customer information with partners
With Summer ’07, you can make your partners as effective as your direct sales force by providing partners with controlled access to accounts. Increase partner adoption and reduce data duplication by enabling your partners to manage their accounts directly from Salesforce PRM. With this feature, both you and your partners always have the same up-to-date customer information needed to win more deals.
Partner-Created Opportunities
Enterprise and Unlimited EditionsCustomizable Search Results
A Faster Path to the Information You Need
- Find the information you’re seeking more quickly
- Narrow searches for more targeted, relevant results
- Customize your search experience
Spring ’07 introduces exciting enhancements to make searching data and interacting with the results of your searches simple, smooth, and highly effective. Inline paging and sorting features simplify the task of working with large sets of search results. Powerful filtering and scoping functions narrow searches and results. Customization options enable users to design search results layouts that are tailored for the way they work.
This feature is available in all Editions.
Recent Item Hovers
Quick, “No-Click” Access to Timely Data
- Increase efficiency with instant access to recently viewed records
- Tailor multiple hover layouts for your business needs
Salesforce.com continuously adds essential enhancements to its award-winning user interface. Spring ’07 is no exception—with recent item hovers, you no longer need to drill down to view recently modified data. Just move the cursor over the link to a recently edited record for an instant, pop-up view of the key data in the record.
This feature is
available in all Editions.
This feature is disabled by default but can be enabled by your organization’s salesforce.com administrator.
Partner Role Hierarchies
Greater Flexibility and Visibility for Partners
- Create reporting hierarchies within partner companies
- Allow partner sales managers to distribute leads to their reps
- Simplify the process of sharing data with partners
With partner role hierarchies, sales managers at your partner companies have visibility into the leads and opportunities that their sales reps are working. Furthermore, they can reassign leads from one partner sales rep to another based on skill sets or resource capacity. These capabilities empower your partners and improve sales effectiveness because partners know who is best qualified to work each deal.
This feature is
available in Enterprise and Unlimited Editions.
This feature is enabled by default for Salesforce PRM customers.
Enhanced Partner Email
Maintain a Branded Experience in Emails to Partners
- Promote your brand in all partner communications
- Improve partner adoption with triggered emails
With the Winter ’07 release, Salesforce PRM allowed you to brand the new user, password reset, and forgot password email communications to your partners. With Spring ’07, you can also brand the email that Salesforce automatically sends to your partners when a record owner changes or when a user is initially assigned leads, activities, opportunities, and custom objects. These branded notifications with links to the appropriate records in your partner portal will increase partner mindshare, adoption, and portal traffic by prompting channel partners to log in on a regular basis.
This feature is
available in Professional, Enterprise and Unlimited Editions.
This feature is disabled by default but can be enabled by the organization’s salesforce.com administrator.
