We are looking for someone to migrate us from the standard salesforce community layout for cases to a format that matches salesforce own case layout.
Here are some examples - when you submit a case there is a cancel and next button within salesforce - when you submit a case you are displayed a list of knowledge answers before the case is submitted within salesforce - when you submit a case the "save and close" "save and new" etc buttons that make no sense and are not in the salesforce own implementation, need to be removed
We will work with you to come up with the complete spec of requirements. But the key here is to make it the same as salesforce.
ie we want it to work the same way salesforce does - this can be done by building custom force.com pages
you MUST have experience with force.com and salesforce community to win this job - there will many on going customization tasks after this one
job can be found here https://www.odesk.com/o/jobs/job/_~01e3bd81b14b666f01/
We want to setup a way for us to communicate with our partners. Our sales process is complex and takes up to 6 weeks. Hence we want to provide back to partners on the stage.
Our requirements are
- 400 to 600 company logins
- logins will be usually a 1- 5 times a year only
- ability to create a lead
- ability to see if a lead is qualified / unqualified
- ability to see the opportunity stage of the qulaiifed lead
The problem we have is the partner portal is $600 per user per year. This would cost us around $360,000 per year, for a partner to submit a few leads and track the progress.
Currently we "Authenticated sites" as our online signup - this a form that then creates an opportunity for our sales rep. The customers can then log back in and update the form during the sales process.
My question:
If we build a simple site for partners as we did with our signup (which seems a shame as partner portal does all we want) can we attach the "authenticated site user" with the multi leads and opportunities via a record type?
Seems there is a lot of work for us to make something very simple. The big question is can a authenticated user be LINKED to multiply opportunities and leads?
I would like to be able to have the case "status" field value change to "Updated" if the "New Self-Service Comment" field gets set to true.
The "status" field is currently set up as a Pick List.
Is there a way to change the "status" field automatically to a value (that is already in the pick list) when "New Self-Service Comment" is selected (true)?
Since users will be making purchases (using a credit card) through this site, I would like to force them to use the secure version. The URL Redirect settings on the site don't allow me to do redirects at the domain level, however, and the documentation that I have found regarding forcing HTTPS refers to users who are logged in.
Is there a way to redirect un-authenticated users to https://mydomain.secure.force.com when they attempt to access http://mydomain.force.com?
