Hi all,
I am the Salesforce administrator for a social services nonprofit. We have a growing need to have external users access and update their own data.
We tried to do this several years ago through Salesforce Communities. I found it kind of a nightmare to get the sharing settings right. In this scenario, we wanted clients to be able to see some of their own data (not all), and update some of their own data. I could never get it configured successfully, and we ultimately didn't use it.
Part of the issue is that we have several custom objects, so restricting access via sharing sets gets more complicated. But, this appears to be a growing need, and now we'd also like to build a community for our resource homes to be able to view their account information and update their training, etc.
Do you all have any resources you can suggest, beyond the standard Salesforce training, to get this right? Most things are in a sales or customer service context, so translating it can be challenging.
We are trying to decide which platform to go with, and I want to see if the process has gotten easier, or I have gotten smarter :) before we commit to buying licenses.
Thank you,
Blair
@David Smith Thank you so much for your reply! I will look into the Developer account and also FormAssembly. We tried FormStack years ago and found it clunky. I recently happened upon FormAssembly and wondered if it was better. I think I need to spend more time figuring out how to navigate and customize Communities, but in the nonprofit world, it always feels like putting out fires 🙂
