Partner Networks Blog - June 2009
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Summer '09 spotlight: Third-party service management with Salesforce Partners
Adi Kuruganti Jun 24, 2009With Summer '09, Salesforce to Salesforce now supports sharing Cases and Case Comments. In Spring '09 we released Cases in the Partner Portal as well - so the Salesforce Partners product line completely supports Third-Party Service Management.
Some of the business processes supported include:
- End customer using Salesforce CRM directly logs Case with one or more vendors and service agents that also use Salesforce CRM
- Vendor shares Cases with other Vendors as well as Service agents and Resellers
- Partner logs Case with Vendor on their behalf
- Partner logs Case with Vendor on behalf of the end customer
- Sharing the same customer case with multiple stakeholders (i.e. Vendors, Resellers, Third-party service agents) and all parties receiving real-time visibility on changes to cases
The above processes can be supported using both Salesforce to Salesforce and Partner Portal. The former would be used if the stakeholder (Vendor, Partner or Customer) uses Salesforce CRM while the latter would be used if the stakeholder (Vendor, Partner) does not use Salesforce CRM. Customer portal should be used for end customers that do not use Salesforce CRM. Most use cases involve using a combination of Salesforce to Salesforce, partner portal and customer portal.
You can find more information on the Cases features on this blog
Remember, Salesforce to Salesforce is free for all customers including Group Edition. If customers have any questions or need help running a pilot feel free to contact Product Management at: s2s@salesforce.com
- End customer using Salesforce CRM directly logs Case with one or more vendors and service agents that also use Salesforce CRM
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New Summer '09 features from Salesforce Partners
Adi Kuruganti Jun 10, 2009The Salesforce Partners team has delivered some key features with the Summer ’09 release. These features were a direct output of your feedback over the past few months. You can get additional details on each feature by clicking on the links below and by referring to the FAQs and Demo's available at this blog.
Salesforce to Salesforce*
Partner Portal
1. Share Cases with public Comments
2. Auto-Accept Records from Connections
3. Auto-Map Subscribed fields
4. Share auto-number fields
1. Partner Portal Administrative Tools ** * Salesforce to Salesforce is free for all editions, including Group edition
** Gold and Partner Edition only. Available in Portal 3.0
If you have any questions, send your emails to product management at: s2s@salesforce.com
