Updated: July 2022. Contact Aude.Trepier@solvay.com if you have any questions or comments.
Purpose
This wiki aims at giving anyone within the Novecare strategy team a high level understanding of MSP to be able to manage it; solve issues & bugs; and to expand it.
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In order to give access to a product within MSP, you have to create a Customer Product Association in SFDC. These allow us to create associations between a corporate group and a product, which means a distributor can download documents for, or submit cases for any products which exist as a CPA in salesforce. See example below:
You can view the list of all existing CPAs via this report: MSP Authorized Products List
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Once you are inside this application, press new to create a new ‘’customer-product association’’ and fill in the relating form. See below.
Make sure you call the CPA by the name of the product as this is the name that will appear when the user searches a product in MSP. Link it to the right Corporate Account. The Active box is clicked by default and can be used to inactivate a CPA.
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Once you have collected all of the above information, you can create the contact in SFDC. At creation you'll just need to put in the email name, language, entity, and to add the GBU and the role of the contact. Please not that the GBU, language, and the contact role have no impact on the user account. After creation, you will need to add two things: 1) Select the My Solvay Portal Persona: Is the user regulatory or just a distributor user. The only difference here is that regulatory users can submit regulatory questions, distributors cannot. 2) You will have to manually add markets that will be visible in the solution finder. In order to do so I recommend you speak to the marketing teams of the market. As of January 2022, only Industrial and HPC have their marekts available here. Other markets will be added in the next few months.
Once the contact is correctly created in SFDC. You can click the arrow on the top right of and select ''Enable Customer User''
By clicking this you arrive in a new section of SFDC that will allow you to configure the account. All the fields you need to complete will be highlghted in red. Here is the list of fields you need to complete:
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Once you're done, scroll to the bottom and press SAVE. If there are any errors the system will alert you. If not the user will receive a new user welcome email. See screenshots below for the user creation section of SFDC.
Deactivating a user account
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On a monthly basis, SBS deactivates accounts that haven't been used for more than 90 days. If you need to deactivate an account, you must create a Service One ticket and specify that you need to deactivate the partner user with his/her user ID. You can retrieve the user ID on the contact's page in SFDC. See below:
License Fees
Similarly to what is available in SFDC lightning, there are two types of available licenses for partner users in MSP.
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Should you need to access MSP in production, you can use the Azelis training account by contacting Jean-François Poulin, or if you have been granted access rights, you should be able to log ino as any existing user of the portal. To do this, you can navigate to a user's page in SFDC and click ''Log in to Community as User''. This will allow you to access the portal as a given user of any distributor.
Please note: the portal is not compatible with the Internet explorer browser. Although a user will be able to access it with this browser, they won’t be able to download documents or save requests while using it. We recommend using a more recent browser version such as Microsoft Edge, Chrome, Safari, etc.
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To access the UAT version of the portal, you can access the UAT version of SFDC and go to the contact page of one of the active MSP users. From there, you should be able to click ‘’Log in to Community as User’’ (see below). This can be useful to replicate issues and errors identified by the users of a specific distributor.
Homepage
The Homepage contains 5 main sections
Top Banner: contains a link to the Corporate Website (Solvay.com) and a link to the Solvay.com contact form. The use of this form is not recommended for users in case they need assistance with the portal.
The Solvay / MySolvayPortal Logo: is used to go to the homepage from anywhere in the platform.
Username: the only option available on the name is to log out. However, one’s account logs out automatically after an inactive period of 2 hours.
The Menu on the left (•••): lists all available functionalities in the platform. These can be accessed from here, or by clicking on the tiles and/or the two blue buttons on the bottom right corner of the screen.
The Functionalities Tiles: These are the main features available in the platform. Click them to access their specific pages.
The bottom banner: contains links to Solvay policies and social media. This is in line with the Corporate Communication’s standard.
The blue links on the bottom right corner: These links are purposely less visible than the three main tiles. The Product catalog is a link to Solvay.Com but has been left to show that this is a priority for the group. The E-Ordering button is a link to Ecommerce. If a given user email is recognized as having both a E-commerce and a MySolvayPortal account, that user can switch from MSP without having to sign back onto E-commerce.
Documents
Summary
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In the example below, Vanessa was unable to order because she is a contact of Ravago Chemicals Spain S.A. which is only a Ship-to.
Reporting on Sample Ordering
A high level view of the sample ordering statistics can be viewed in the MSP dashboard in SFDC (see example below)
You can review the cases received in MSP into more detail by using any case reports and filtering for ‘’sample ordering’’ and ‘’case origin = My Solvay Portal’’.
Solution Finder
Summary
The Solution Finder was released in 2022. At first it was supposed to be tested only with the market's smaller and prospective accounts, but after a few months we decided it would be useful for distributors as well. The solution finder is a tool, a bit like the product atalog, but with more criteria selection for finding a product. This tool is developed by the marketing teams of the markets. This feature is not our responsibility.
The tool works like the rest of the portal. It is based on the selected markets on the user's contact info. And products are blocked when they are not part of the corporate group CPA. Users can use the filters to find a product, to compare it with another. Once they click a product, they can:
- View product details
- View formulations related to the product
- Download any customer documents available for that product.
Webinars
The webinars application is used to display video resources for the distributors. These include webinars that were held in the past but can be rewatched here, and recorded training on how to use MSP.
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