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Green Card

Automates upgrade of Customer Community Plus User to Partner Community User

Overview

Migrating Customer Community Plus licenses to Partner Community licenses can be a tricky and time taking process. Green Card automates the process using Salesforce platform automation features.

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  • Provides flexibility to choose and change Customer Community Plus and Partner Community Profiles.

  • Option to select Partner Community Roles.

  • Re-run the process on the same contact to pick up where you left in last aborted run.

If you ever need to automate the upgrade path from Customer Community Plus to Partner Community using declarative features available in Salesforce – Green Card is what you want! A typical use case is business processes mandating potential partners to be accredited via a Customer Community Plus site and once approved, moved to a Partner Community for ongoing collaboration and management of their sales pipelines. There might be a significant backlog of partners to migrate over and the process might be expected to continue into the foreseeable future. Green Card automates the migration from Customer Community Plus to Partner Community using declarative features available in Salesforce.

Categories

Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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