Ursa Major Solar (UMS) is automating its business processes using Salesforce. UMS wants its Platinum partners to be able to approve installation projects and deals.
In which two ways can UMS accomplish this? (Choose two.)
Ursa Major Solar (UMS) is automating its business processes using Salesforce. UMS wants its Platinum partners to be able to approve installation projects and deals.
In which two ways can UMS accomplish this? (Choose two.)
To allow Platinum partners to approve installation projects and deals, assigning external users Super User access on records and creating a digital experience for those users is one approach. This allows them elevated permissions to interact with the necessary records. Additionally, assigning external users as approvers on records and creating a digital experience for those users is a straightforward method to ensure they can take part in the approval process. These two methods focus on giving the necessary permissions and roles to external users in a secure and organized way.
Customer Community Plus and Partner users in your Experience Cloud site can be assigned as approvers on records or added directly to queues. https://help.salesforce.com/s/articleView?id=sf.networks_approvals_for_external_users.htm&type=5