What is the ideal set up for our partners to access our Salesforce so they can track their own opportunities? We do not want them to have access to our database. We want them to be able to enter their own proposals and run their own proposals.

We use CONGA for our proposals. We just saw a demo of the Partner Community and think it is too complex for our needs. Is there a profile setting that can limit their visibility so they can only see their own opportunities?

2 answers

Jeff May
May 2, 2016, 6:36 PM
A Partner Community is for exactly that purpose. Here is a link to the Communities Imlpementation Guide which will help you understand the features available to your Partners: http://resources.docs.salesforce.com/200/19/en-us/sfdc/pdf/salesforce_communities_implementation.pdf

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What is the ideal set up for our partners to access our Salesforce so they can track their own opportunities? We do not want them to have access to our database. We want them to be able to enter their own proposals and run their own proposals.

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