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

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 Community Cloud.

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.
Important

Important

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.

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