Launch Your Trailhead Playground
Learning Objectives
In this project, you’ll:
- Build a bare-bones partner portal.
- Share CRM data with your partners using a portal.
Introduction
In this project, you build a partner portal that meets the following CRM data-sharing requirements. The goal is to introduce you to Salesforce data-sharing capabilities that allow you to securely share CRM data with partners outside Salesforce.
This handy table shows you the various records we’re sharing in this project, who owns them, and who you’re sharing them with. By the end, you’ll be able to fill in the last column identifying the sharing mechanism you used to share the records.
What are you sharing? | Who owns it? | Who are you sharing it with? | How is it shared? |
|---|---|---|---|
Opportunities | Partner user | Partner users in the same account, and Salesforce users in the role hierarchy | |
Opportunities | Partner user | Partner users in a different account | |
Cases | Customer user | Other customer users on the same account | |
Opportunities | Partner or internal users | Partner users associated to a different account |
Let’s get started!
Meet Ursa Major
Ursa Major Solar, Inc., is a Southwest-based supplier of solar components and systems. It’s gone from being a local player to a regional one, and it recently opened a second sales and distribution center in a neighboring state. Competitively priced solar components are its bread and butter, but turnkey solar solutions are the fastest growing (and most profitable) part of its business. Now Ursa Major is really hoping to amp up its growth by setting up partner resellers with the help of Experience Cloud.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Create Your Trailhead Playground
For this project, create a new Trailhead Playground. Scroll to the bottom of this page, click the down arrow next to Launch, and select Create a Trailhead Playground.
It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.
Yes, we really mean a brand new Trailhead playground! If you use an existing org or playground, you can run into problems completing the challenges.