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Keeping in Touch With Your Community

If you work with customer data, there’s a vast network of information, security and organization that needs to
be kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.

In today’s blog, we’ll take a closer look at the lifeblood for a lot of companies: Their communities and, by extension, the tools necessary to interact with their communities. Whether it’s a forum, support site, or portal – having an active community that uses a site for discussion, help, engagement and other relevant needs is vital!

Tackling the Guest Login Problem

Using a platform solution to interact with people in such a way has a lot of positives, but there are also issues that can come with it. Let us take, for example, the handling of data uploaded or downloaded by clients. Having the ability to upload forms, documents and more to file taxes, fill out sensitive data and other options from the comfort and safety of their homes sounds appealing. In most cases it’s also tied to client logins or, in some cases for simplicity’s sakes, guest logins. Guest logins offer similar options to get everything done without going through the process of creating an account, verifying it in sometimes rather tedious ways and remembering their data for when they potentially only use the account once a year otherwise.

This leads us to a problem: Which guest can access which files and folders in the Cloud, who can see which links and who is allowed to share them?

Furthermore, how does one synchronize Guest Accounts between Salesforce and Microsoft?

The usual solution is manual sharing of documents or exchange via mail or chat programs which are often not secure for sensitive data and increase the chaos of the sharing itself.

Integrate Customer Documents into Salesforce via Experience Cloud

The goal here is to facilitate collaboration – not just between departments, but also different software. If any given account in your CRM software has a new service case, you’ll want respective folders, channels and permissions to be handled automatically and immediately.

With Q!365, this and much more is possible. Q!365 circumvents the necessity for guest logins by simulating the folder structure for the end users. All uploads are managed by a service user but register the current Experience Cloud user in the meta data. Viewing and downloading the data is done by using perishable Microsoft links.

Thanks to all of the there is no need for extra administration for any new or revoked Experience Cloud users, automating the process and easing the workload.

Internal users can, of course, see and work with the documents within their native Salesforce environment.

If you have any questions or would like a demonstration, please feel free to contact us at any time.

Would you like to find out how Q!365 can help your organization?

Book a meeting to discuss your used case!If you’re curious to find out more, check out our website to get additional information, pricing and more!