An Overview of Precursive Customer Workspace

What is Precursive Customer Workspace?

Customer Workspace is a way to share Boards with Customers where they can collaborate and contribute. Customer Workspace is built on Salesforce Experience Cloud (Formerly Community Cloud). 

The Customer Workspace extends the Contact Roles functionality in Precursive OBX to allow users to add Contacts to Boards and then invite them to the Customer Workspace. When inviting the Contact to the Workspace Precursive will manage the provisioning of a Community License and necessary Permissions.

From the Customer Workspace, your Customers can see Boards that they are assigned to with all Tasks that are accessible for them. Contacts will be able to review Boards’ and Tasks’ details including attachments, Board Team Members, Task Contributors and communicate through Feed. 

The Customer Workspace functionality in Precursive is made up of functionality in the core app for enabling a Customer Workspace and Inviting Contacts to the Workspace as well as a Customer Workspace Template called the Customer Onboarding Workspace.

How to get Precursive Customer Workspace?

Access to Precursive Customer Workspace features requires a Salesforce Community License and a Precursive Community License.

If you have existing Salesforce Community Licenses then you can order Precursive Community Licenses only. If you do not have existing Salesforce Community Licenses then you can order Precursive Embedded Community License where Precursive will provision the “Salesforce Community License” and the “Precursive Community License”. Please reach out to your CSM or email customersuccess@precursive.co.uk for more information.

Once you have purchased the needed licenses, you can follow the steps below to prepare your Org and configure your Customer Workspace.

Org preparation

The first step is to enable Experience Cloud (previously known as Community) on the Salesforce Org. Some of you may already use Experience Cloud so not all steps from the article linked below are necessary however, it might be worth it to make sure that configuration is supporting Customer Workspace.

For those of you who never configured Experience Cloud following the steps from the article linked below is essential to make it work. 

See How to prepare your ORG for Customer Workspace?

Precursive OBX configuration

Once Experience Cloud is configured, now it’s time to make sure that our OBX Application is prepared. Most of these steps need to be done on OBX Application Settings, for more details find out How to configure OBX to work with Customer Workspace?
 

Customer Workspace FAQs

Here you can find answers to the most frequently asked questions about the Customer Workspace:

1. Do I need to have Experience Cloud licences  to interact with Precursive Customer Workspace? 

Nope! There is no need to have Experience Cloud already installed, Precursive can install this application as a part of our implementation process. Don’t worry if you already have the app installed - that’s fine too!

2. Do I need to buy licences for all my Precursive users? 

You only need to provision licences for your customers who will be accessing the Workspace to view their project plan. If you are unsure how many licences to purchase, view our License Guide for Precursive Customer Workspace and reach out to us to discuss the best option for your team. 

3. Is there a minimum amount of licences required?

Our smallest bundle provides licences for up to 100 customers at a time. Reach out to us and team Precursive will be happy to talk through your specific requirements.  

4. What Salesforce licence am I purchasing and what rights does it include? 

Precursive Customer Workspace licences are OEM licence. Therefore allowing your customers to access Precursive’s solution, edit tasks, comment in chatter and upload files. To read more about OEM licences head to Salesforce here: https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/oem_user_license_comparison.htm

5. Can customers view their entire timeline and upload completed documents to the portal? 

Yes! Your customers will be able to view their project progress, tasks and milestones while uploading files and communicating with your teams through chatter. 

6. If I am already using a Salesforce Community, can I add a Precursive community to my existing space? 

Yes, you can add Precursive Customer Workspace to your existing community. Speak to our team about implementation! 

7. How do I add a customer to the Precursive Customer Workspace?

It’s easy to assign licences to your customers. No need to head to the contact record, licences can be assigned straight from the OBX board. 

Related Resources

 How to prepare your ORG for Customer Workspace?
How to configure OBX to work with Customer Workspace?