How can I configure a dashboard for Salesforce PRM in Mindmatrix?

How can I configure a dashboard for Salesforce PRM in Mindmatrix?

In order to utilize the Mindmatrix partner dashboard within Salesforce PRM, you must have an integration between Salesforce and Mindmatrix.
In order to setup a dashboard, you need to have Super Admin access enabled by an administrator for your account. This can only be enabled by your Mindmatrix administrator.

Step 1 - Configure the channel partner dashboard within Mindmatrix

To start with, you should configure your channel partner dashboard within Mindmatrix. In order to set this up, you can follow these instructions here:
  1. How do I customize my dashboard?
  2. Channel partner dashboard overview
  3. How do I add widgets to my dashboard?
  4. How do I select widgets to add to my dashboard?
Not all widget options will be supportable within Salesforce PRM. If you configure thedashboard and notice any widgets are not available, email support@mindmatrix.net to verify you have selected the correct widgets.

Step 2 - Assigning a sales role within Mindmatrix 

The dashboard will only be available for users in Mindmatrix that are assigned to the appropriate user group and role. Once you configure the dashboard, assign it to the user group of your choice and ensure the Salesforce integration is set to assign new users to this group.
  1. How do I assign a persona to a role and then to a user group?

Step 3 - Configure your channel partner dashboard within Salesforce PRM

There are a few major steps you will complete as a part of this process:
  1. Adding buttons to the main navigation within Salesforce PRM that are linked to modules of Mindmatrix
  2. Using the wizard editor in Salesforce, dragging and dropping the available widgets to setup the partner dashboard
  3. Using the wizard editor in Salesforce, setting colors of widgets

Process: 

Below is the list of widgets we recommend for your channel partner dashboard in Salesforce:

 

  1. Banner

  2. View Assets

  3. Stats Widgets (Analytics and updates)

  4. Annual Target Progress Report- Target vs Bookings

  5. Last 5 Email Campaigns

  6. Quick Link Widget


Below are few widgets design already developed in Salesforce Lightning Community:

 


Widget name
Description
View Assets
Allows users to search for assets shared to their accounts.
Stats Widgets
High level overview of analytics, such as high or hot leads or new assets shared.
Annual Target Progress Report
Target vs Achieved closed/won opportunities against revenue goals
Email Campaign performance
The performance of the last 5 email campaigns sent
Quick Link Widgets
Links to social campaigns, marketing campaigns, playbooks or assets
Playbook "tab"
An additional page where users may find all playbooks shared to their accounts.

Example: "Playbooks" tab added to Salesforce PRM.


 



Configuring the Community Dashboard Design:

Once the app is installed in Salesforce, you can make a community and design the dashboard as per your requirements. The process to do so is as follows:


  1. In setup search for Community and click on All Communities.

  1. Click on New Community and you will be redirected to a wizard page where you can select the style of your community.


  1. Select Build Your Own Community, this allows us to create the layout as per our requirement.




  1. Then click Get Started, enter the name and url for your community and then it  will be redirected to the community workspace.



  1. In the workspace click on Builder.


  1. Now it will be redirected to the community editor where you can select any layout for your dashboard, add new pages and navigation tabs.


  1. You can add the widgets created by MIndMatrix in any page layout you want.

  1. Drag drop the components and it will appear in the layout.

  1. Publish your community and you can see that in the App Launcher. As an example, we've labeled our community "Test Documentation". You can label it as you wish:




  1. Clicking on it will redirect to the newly configured community dashboard.