In our previous articles on Building Realtor Partner Portal for mortgage firms in Salesforce, we have so far discussed the creation of a realtor partner portal site, conversion of Salesforce accounts to partner accounts and contacts to partner users. We made a halt after setting up an external sharing model by which the loan visibility to external (partner) users are restricted to the loans owned by either them or their subordinates.
When we created partner users, we didn’t assign them a role. Salesforce automatically assigned all the new partner users to their account’s Partner User role. If we want to set up a hierarchy within the partner account, we can better manage sharing records as per the role hierarchy.
Assign Roles to the users
We can set up to three account roles for partner accounts. In this use case, let us change the role of Sean as ‘Partner manager’. A new user will be created further, whose role will be retained as ‘Partner User’.
- From Setup, enter users in the Quick Find box, then select Users | Users.
- Click Edit next to Forbes, Sean.
- Change his role to Avenue Realty Partner Manager.
- Click Save.
- Now go to Avenue Realty account
- Select Rose Gonzalez from the ‘Contacts’ Related list.
- Enable Rose Gonzalez as ‘Partner user’.(Follow the steps we have taken to enable Sean as Partner user.
- Set the Role of ‘Rose Gonzalez’ as ‘Avenue Realty Partner user’.
Now we have a mini role hierarchy set up in the partner account, consisting of a partner manager above partner users. In order to use the internal Salesforce org role hierarchy for these partner users, let’s add a channel account manager to our org, and make him the owner of our partner accounts.
Add a Channel Account Manager to the Role Hierarchy
- From Setup, enter users in the Quick Find box, then select Users | Users.
- You can either add a new user or edit the details of an already existing user
- Type your email address for Email
- Set the Role: Channel Sales Team
- License: Salesforce
- Profile: Custom: Sales Profile
- Deselect the following checkboxes: Salesforce CRM Content User and Receive Salesforce CRM Content Email Alerts.
- Select the Generate new password and notify user immediately checkbox.
- Click Save.
Testing what can be seen by each user
- From the App Launcher, select Accounts.
- Click Avenue Realty.
- Click Dropdown menu and select Change Owner.
- Search for and select Dwain Watts.
- Click Submit.
- From the Avenue Realty ‘Loans Related list’, select any loan.
- Click Dropdown menu and select Change Owner.
- Search for ‘Partner Users’ and select Rose Gonzalez.
- Click Submit.
- Now test the loan visibility to Rose by login as ‘Rose Gonzalez’ into the partner account.
Rose’s role is Avenue Realty’s Partner User. All her records are visible to Sean Forbes, who is directly above her in the account role hierarchy, with the Avenue Realty’s Partner Manager role.
- Rose’s loans are also visible to Dwain Watts, who owns the partner account within Salesforce.
- Those loans are also visible to everyone above Dwain Watts in the org’s role hierarchy.
We have so far covered everything necessary for Building Realtor Partner Portal for mortgage firms in Salesforce. In another article, we will see how to share records between internal and external users via account role, public groups and Account Realtionship.
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Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
