process manufacturing CRM implementation

Migrating from a portal to a community #1 — Develop a plan

by Chris Gardner

The Salesforce Cloud can be a great benefit, and if you have an existing Partner or Customer Portal built into Salesforce, it’s vital to ensure you’re taking full advantage. Modern Lightning communities make helpful features and capabilities available to your users. Access to Chatter, community member permission sets, and SSO, along with increased partner record and feature access, are all valuable tools available to Salesforce Cloud users.

It’s critical to have a plan in place to migrate your portal to the newer framework. In this first installment of a three-part series, we’re going to look at developing an effective migration plan to help you move to your new community. And any solid plan begins with some critical decisions.

1. What is the transition timeline and plan?

2. Who are our users?

3. What functionality will we retain from the existing portal?

4. What new functionality are we adding?

Let’s go over each decision.

 

Portal strategy

Typically, it’s best to leave the existing portal in place as you open your new community and relocate power users. This process is also an excellent opportunity to solicit valuable feedback from your users before completing the migration.

When you’re ready to implement your plan, managing URL’s can be a challenge. However, we have found….

 


 

Want to keep reading? Download the full ebook here!

 

Chris Gardner

Chris is a Salesforce Consultant and Developer with Simplus. He is an experienced leader with a focus on implementation, best practice consulting, and marketing. Chris has over ten years of experience in consulting for small to large businesses. He fosters healthy client relationships from initial engagement through handoff. Chris is skilled in turning client requirements into actionable system designs and following best practices to implement and optimize Salesforce solutions.

[email protected]

Related Articles
prm
5 reasons tech companies should use PRM to drive more deals

Let’s explore five key reasons why tech companies should be using partner relationship management (PRM) to drive more deals: 

help`
How to scale your business with CPQ

Growth can be frustrating if your organization isn't ready for it. That's why PrecisionHawk invested in CPQ and partnered with Read more

supply chain
INFOGRAPHIC: Supply chain visibility trends for manufacturers

In this infographic, we've gathered the latest supply chain insights and trends of interest for manufacturers.