Forcetalks | William | Activity https://www.forcetalks.com/korkshirewillgmail-com/activity/ Activity feed for William. Fri, 06 Feb 2026 12:03:50 +0530 https://buddypress.org/?v=2.16.0 en-US 30 hourly 2 a71ee944a159c925e2a7b7beabc1d492 William replied to the discussion How to share CRM data with Partners in Salesforce? in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/how-to-share-crm-data-with-partners-in-salesforce/#post-109811 Thu, 01 Dec 2022 14:40:34 +0530 Reply to How to share CRM data with Partners in Salesforce?

Ryanwingate.com provides the following steps to share CRM data with your partners:

  1. Create a bare-bones partner portal using Partner Central
  2. Set up an external sharing model
  3. Create partner accounts and users
  4. Add a new user to the Salesforce role hierarchy
  5. Use sharing rules to share records via role hierarchies and account roles
  6. Use a sharing set…

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]]> a3e43e3d133bccd7519148d5d8e61b6f William replied to the discussion Sell Idea of Salesforce to Your Company in the forum Salesforce® Discussions https://www.forcetalks.com/salesforce-topic/sell-idea-of-salesforce-to-your-company/#post-109810 Thu, 01 Dec 2022 14:26:06 +0530 Reply to Sell Idea of Salesforce to Your Company

Salesforce works great for big companies/corporations. When it comes to smaller ones, that's a waste of money.

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