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Pricing
Free
Listed since
2019

About Green Card

Automates upgrade of Customer Community Plus User to Partner Community User

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, moved to a Partner Community for ongoing collaboration and management of their sales pipelines. There might be a significant backlog of partners to migrate over and the process might be expected to continue into the foreseeable future.

Green Card automates the migration from Customer Community Plus to Partner Community using declarative features available in Salesforce.

Highlights

  • Provides flexibility to choose and change Customer Community Plus and Partner Community Profiles.
  • Option to select Partner Community Roles.
  • Re-run the process on the same contact to pick up where you left in last aborted run.

Screenshots

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Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on May 2, 2019
Languages
  • English