Profile To Persona | Migrate User Profiles to Permission Set Driven Personas
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Code OhanaPaid
Green Card
by Salesforce LabsSalesforceFree
Automates partner-community transitions in Salesforce Platform through declarative features.
PRICINGFree
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
What it does
Green Card automates the transition from Customer Community Plus to Partner Community within Salesforce. It supports selecting and changing the profiles used for both community types. Partner Community roles can be selected during the process. An interrupted run can be started again for the same contact.
Key capabilities
from the Salesforce AppExchange listingCommunity transitions
Moves contacts from Customer Community Plus to Partner Community.
Profile configuration
Supports selecting and changing the profiles for both community types.
Role selection
Allows selection of Partner Community roles.
Resumable processing
Can run again for the same contact after an interrupted process.
Use cases
- Accredit potential partners through a Customer Community Plus site before moving them into a Partner Community.
- Process a backlog of partners moving into ongoing collaboration and sales pipeline management.
In the catalog
464 plugins in Salesforce Platform · Admin and developer tools
Price distribution: 274 free, 25 freemium, 165 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»