Salesforce Contact Management
Deloitte
Overview
Problem Statement
Contacts in Salesforce serve as a repository for information concerning individuals with whom you engage in business, particularly partners. Typically, contacts are linked to a user account, but they can also be connected to other records like opportunities. Enhancing the utility of contacts involves enabling their association with multiple user accounts, integrating hierarchy details, and customizing sharing settings. In enterprise organizations utilizing Salesforce alongside partner community users, it is obligatory to establish contact information and associate it with a user account before creating the user in Salesforce. As per Salesforce’s standard functionality, the creation of a partner community licensed user necessitates the prior creation of a contact. While Saviynt’s out-of-the-box Salesforce connector facilitates user creation, it presently lacks support for generating a contact object for partner community users.
To address the aforementioned obstacle, we devised a solution within Saviynt that tackles the limitation through a hybrid connector approach. This approach involves utilizing the Saviynt out-of-the-box REST connector for creating the contact in Salesforce and leveraging the out-of-the-box SalesForce connector for partner community user creation. The process of creating the contact object and partner community users occurs sequentially within Saviynt.
Customer Value
Due to the lower cost of a partner community license compared to a full standard user license in Salesforce, customers can efficiently handle their partners, distributors, or resellers through Saviynt. This allows them to circumvent the utilization of the higher-cost "Standard User License.
Features
- Use OOTB features of Saviynt hence avoiding any additional fix or enhancement to the Saviynt product
- Enabling the customers to manage the partner community users from Saviynt, hence reducing the licensing costs.
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Provider Information
Deloitte is one of the largest professional services networks in the world and is one of the "Big Four" accounting organizations. The company provides audit, consulting, financial advisory, risk management, tax, and related services to clients across various industries. It is an international network of independent firms, with each member firm providing services in a particular geographic area and governed by the laws and professional regulations of the particular country or countries in which it operates.
Deloitte was founded by William Welch Deloitte in London in 1845. Over the years, it has grown through numerous mergers and expansions to become a global powerhouse in professional services, with offices in more than 150 countries and territories. Deloitte is known for its high standards in auditing and is a leader in consulting services for technology, human capital, strategy, and operations.
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