TaroWorks uses Salesforce's Partner Community feature to facilitate communication to and from the field. The field officers will need to be entered into Salesforce as contact records that belong to an account that is enabled as a Partner Account. This article will detail how to set up this account.
Before you Begin:
- Complete steps in Article 01 through 06 of this series.
- Log in to Salesforce as a System Administrator.
Create Partner Account
- Navigate to Administer > Manage Users > Roles.
- If an informational page displays, click Set up Roles button.
- Click Add Role and create a role. (A minimum of 1 role in the hierarchy is required.)
- Navigate to Setup > Administer > Mange Users > Users.
- Ensure that your user record is assigned to a role.
- Click on the Account tab. (You might first need to change to the Sales app by clicking the oval on the top right corner.)
- Click the New button.
- For Account Name, enter "TaroWorks Partner Account".
- Enter any of the account information that you wish.
- Click Save.
- Click Manage External Account and select Enable As Partner.
- Click OK on confirmation window.
Congratulations! You have successfully created a Partner Account which you will need in order to create Partner Community Users for your field officers.
Please continue on to the next step of your upgrade: 08. Migrate Mobile Users