Ledgeview Partners Salesforce

Before you can benefit from Salesforce Community Cloud, it’s important you understand it first.

Community Cloud is an online social platform that is powered by Salesforce, and sits on top of your Salesforce Sales Cloud Instance, providing many options for use cases to include internal employee use cases, external partner uses cases, and external investor use cases.

Salesforce Ledgeview Partners

With Community Cloud, you can share as much or as little data with internal or external users as you wish, so long as you are doing so with a combination of sharing rules and sharing sets.

Community Cloud allows you to extend internal Salesforce capabilities to external individuals.

Now that you know what it is, here are just some of the ways you can use it …

  • Internally: for HR, IT Help Desk, or Onboarding New Employees
  • Externally for Customers: to integrate Self-Help, FAQ, and Live Agent Case Creation Capabilities to deflect customer call volume to your help center by providing access to self-help options
  • Externally for Partners: to sell or close deals, enabling your re-sellers as partners so they have a place to collaborate and close deals together
  • Externally for Partners and Investors: giving them visibility into the company and where it is at strategically

Salesforce Ledgeview PartnersWith the number of ways you can use Community Cloud, there are a number of advantages, which include …

  • Being able to create multiple communities, branded and optimized for specific use cases
    • For example, you may need customers to be able to access a help portal, and partners to be able to utilize a portal for partner sales. You can achieve each of these use cases in two separate communities with Community Cloud that reside inside of your Salesforce CRM.
  • Branded communities that represent your company
  • Options to integrate your Salesforce Community with third-party providers such as financial order history, inventory management, software, etc.
  • Options to connect your Salesforce Community to your website using CMS Connect to bring in headers, footers, color schemes, etc. so that employees, customers, and partners feel like they have a consistent brand journey in front of them, making you more trustworthy and identifiable as a brand

  • Salesforce Ledgeview PartnersYou are also able to monitor community activity, providing pivotal insights into what is engaging, what is helpful, who is contributing, among other important metrics
    • These dashboard metrics come standard with communities, meaning you do not have to build them yourself and have more time to do what you do best

Finally, there are optimized templates for your specific use case with specific 

Ledgeview Partners Salesforce

advantages all their own …

  • Customer Account Portal: Customers access and update account info, decreasing customer service traffic

  • PSalesforce Ledgeview Partnersartner Central: useful for partner channel sales, managing leads, closing business, onboarding, and collaborating

  • Ledgeview PartnersCustomer Service: a community that allows customers access to self-help options to deflect customer service traffic
    • You can also give access to Live Message, FAQs, Chatter, and Cases

LVP BlogLearn more about what’s new in the Salesforce universe when you subscribe to the Ledgeview Partners Blog or check out our Salesforce User Group Video Library here!

Click “Read the Blog” to get more of the latest Salesforce content from Ledgeview.

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles

More Case Studies