At present our team comprises of internal employees and external agents. We would like our internal agents to use the salesforce application as it is currently developed, but we would like the external agents to use a agent portal with minimum functionalities.
The internal employee for the Investment services would be rolled out to a team with the following structure.
As per the Architect at the customer side, she recommends using the Partner Community license for the external agents set up whereas for the Internal employees she recommends using the Salesforce platform user. Considering the above please let us know if you agree to her recommendation. In case you have a different recommendation please share that too.
Now coming to agents’ functionalities, please ensure that they can view all households /investors /beneficiary/investments/transactions. They should be able to create households/ investors /beneficiary/investments/transactions but can edit only households/investors and beneficiary details. They should not be able to edit investments and transactions. And they should not be able to delete all households /investors /beneficiary/investments/transactions. Supervisor should be able to edit investments and transactions.
@Navneet Kamat (RStar Technologies)
How can we write sharing sets can you please tell me briefly..
