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Migrating From Portal 2.0 to Portal 3.0

Migrating From Portal 2.0 to Portal 3.0

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Published by salesforce.com
This document outlines the process for migrating
an existing PRM customer from the Partner Portal 2.0 to the Partner Portal 3.0.
This document outlines the process for migrating
an existing PRM customer from the Partner Portal 2.0 to the Partner Portal 3.0.

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Published by: salesforce.com on Dec 22, 2009
Copyright:Attribution Non-commercial

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12/15/2012

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Migrating toPartner Portal 3.0
salesforce.com
 
 
 © Copyright 2000-2008 salesforce.com, inc. All rights reserved. PRM Implementation Guide Page 1
Overview
With the Spring 08 release of Salesforce.com, we introduced a new infrastructure platform forthe partner portal. We are calling this new version of the portal the Partner Portal 3.0. As thetitle of this document implies, existing PRM customers will need to migrate to the Partner Portal3.0 in order to leverage all the new features. This document outlines the process for migratingan existing PRM customer from the Partner Portal 2.0 to the Partner Portal 3.0. It’s important tonote that you can have both versions of the portal running at the same time. This enables youto have partners logging into Partner Portal 2.0 while you are configuring Partner Portal 3.0.The Partner Portal 3.0 is based on the same infrastructure as the Salesforce.com CustomerPortal. Salesforce.com made the move to this new infrastructure so that Salesforce Partnerscustomers could leverage powerful platform features such as s-controls, VisualForce, etc intheir partner portal. Additionally, by moving to this new infrastructure, Salesforce.com will beable to more quickly deliver new partner portal features such as Reports and SalesforceContent in future releases.All customers that enable PRM after the Spring 08 release will automatically be using thePartner Portal 3.0. Customers that enabled the Partner Portal prior to Feb 8
th
are probablyusing the Partner Portal 2.0. If your partners are logging intohttps://apps.salesforce.com, thenyou are using the Partner Portal 2.0.
New Features in Partner Portal 3.0
The new partner portal released with Spring 08 includes the following new features:
Support for S-controls, custom links, and custom buttons
Support for web-tabs in the portal
Community Idea Forums to get feedback from your partners
A consolidated Tasks list for partners
Better self-service with the ability to change your password
Printer friendly formatting of leads, opportunities, etc
Ability to expose Sales Team, Partner related list, and other related lists
Support for HTML solutionsAdditionally, once VisualForce becomes generally available, customers will be able to developVisualForce pages in the partner portal. All of these new features were made possible bymoving to this new infrastructure.
Missing Features from Portal 2.0
Salesforce.com product management generally recommends that existing customers wait untilthe Fall 08 release (or possibly Summer 08 depending on what features you use) before
 
 
 © Copyright 2000-2008 salesforce.com, inc. All rights reserved. PRM Implementation Guide Page 2
migrating to the Partner Portal 3.0. We are recommending that existing customers wait tomigrate because there are several existing Partner Portal 2.0 features that are not yet availablein Partner Portal 3.0. The existing features that are missing from the Partner Portal 3.0 includethe following:
Feature
 
Description
 
HTML Messages
The ability to expose HTML content at the top of each tab in theportal.
Login as Partner
Allows a channel manager to login to the portal as a partner userfrom their contact record. Does not require the Channel Managerto have the partner’s password. Useful for debugging issues andassisting partners.
Lead Inbox
A component on the partner portal home page that shows all theLeads assigned to any queue that partner is on. The partner clicksAccept to accept the lead and the partner is then made the ownerof the lead.
Channel Manager Name & MyCompany Profile
A component on the partner portal home page that displays thepartner’s Channel Account Manager, a link to their company profile,and a link to their user profile.
Approval Requests History
A summary list of every item that the partner has submitted forapproval. The list also includes the status of each approvalsubmission.
Current Stats
Links to two list views in the portal. The links also include thenumber of records in the list view.
Shark Tank
Logic applied to the Lead Inbox that restricts how many leads apartner can accept off of a queue.
Customizable Help
Ability to specify a customized help file for the partner portal inHTML or PDF format.
We plan to deliver many (but not all) of these features in the Summer 08 release in order toachieve feature parity with the existing partner portal. We plan to have Login as Partneravailable with the Summer 08 release. We hope to have the HTML Message, Lead Inbox, andChannel Manager Name & My Company Profile features available by the Fall 08 release. Allfeature and product release dates are subject to change and all buying decisions should bemade based on current functionality. Please do not make any internal release plans based ondates specified in this document. Please read our safe harbor statement on our website athttp://www.salesforce.com/company/investor/safe_harbor.jsp.Although some of these features are not yet available, there are workaround for many of thesefeatures. The following table outlines the workaround options for each of the missing features.

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