In Part I of this post, we explored the benefits of a Salesforce Customer Community, as well as some of the challenges one may encounter in actual implementation. Specifically, we identified the challenge of account access facing external, customer users. If your organization utilizes the standard Salesforce Account Model with a hierarchy of accounts, your customer contacts may be listed on service cases for multiple accounts if they act as contacts to cases for more than one bill-to or ship-to site. This will become a larger issue once your customers begin creating their own support cases from your Customer Community. We saw last time that our customer, John Doe – who is a contact Acme Corporation in Waterbury, CT – is only able to create cases for his default account: Continue reading “The Problem with Community Case Management and How to Solve It- Part II”
Justin joined Apps Associates with five years of in-house Salesforce administrative experience within the Renewable Energy industry. He hails from Denver, Colorado (Go Broncos!) although he was born and raised in Sacramento, California. In his spare time, he enjoys volunteering, cooking, and all four-wheeled things fast and loud.