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Christopher_J Simple Public Facing Interface for Partners to View Opportunities
Hi All,
Can someone let me know if I'm on the right track with force.com sites for this use? I've used force.com sites to turn visual flows public facing with great success. It allows us to capture data directly into Salesforce with minimal effort.
Now I'd like to allow our Partners who create Opportunities with a webform on our website to be able to see the status of those Opportunities, the line items, and a list from a custom object I call Shipped Products. So essentially there would be a page that asks for their Unique ID which could be on their account record, and then would bring back a list of their Opportunities that they could click on and see some detail. Nothing would be editable.
Can this be accomplished with a force.com site? It seems fairly straightforward and I can envision the queries I need to get the data, but I'm getting stuck on how the user would move between the three pages (authentication, opp list, opp detail).
Would someone be so kind as to give some guidance of how to get started?
Thanks!
Chris
Can someone let me know if I'm on the right track with force.com sites for this use? I've used force.com sites to turn visual flows public facing with great success. It allows us to capture data directly into Salesforce with minimal effort.
Now I'd like to allow our Partners who create Opportunities with a webform on our website to be able to see the status of those Opportunities, the line items, and a list from a custom object I call Shipped Products. So essentially there would be a page that asks for their Unique ID which could be on their account record, and then would bring back a list of their Opportunities that they could click on and see some detail. Nothing would be editable.
Can this be accomplished with a force.com site? It seems fairly straightforward and I can envision the queries I need to get the data, but I'm getting stuck on how the user would move between the three pages (authentication, opp list, opp detail).
Would someone be so kind as to give some guidance of how to get started?
Thanks!
Chris
You can create a Partner Community and host it on Site .
https://help.salesforce.com/apex/HTViewHelpDoc?id=sites_customer_portal_setup.htm&language=en
https://developer.salesforce.com/blogs/developer-relations/2013/10/communities-plus-site-dot-com.html
http://salesforce.stackexchange.com/questions/20543/can-a-partner-community-user-login-to-an-existing-force-com-site-with-customer-p
http://blog.force365.com/2014/02/03/salesforce-communities-at-a-glance/
Regards,
Ashish