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How to use Salesforce Communities for self-service functionality

Jan 10, 2022 | Admin, Advisory Services, Change Management, High-Tech, Implementation Services, Latest News, Sales Cloud, Service Cloud

Simplus worked with Damballa, a cybersecurity company specializing in networking monitoring, to improve its Sales Cloud and Service Cloud implementations for increased deal visibility and a more collaborative partner community. Our story with Damballa is the perfect use case for those wondering how to leverage Salesforce Communities for self-service capabilities.

We created a new partner community for Damballa that allows over 80 partners to utilize self-service to submit deal registrations and approvals. We also implemented a Margin Calculation solution which lets partners see real-time margins on opportunities. Simplus also set up other modules to increase productivity. All in all, it meant a 50 percent reduction in data entry time and an 80 percent reduction in report creation time—more time to provide quality service and an intuitive UI for Damballa’s customers!

Check back every week for the next Salesforce | Simplus customer success story! We’ll be sharing one every week to help you simplify your quote-to-cash journey.

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