Suppliers can connect to Convergence with the links displayed in emails received from the platform. They have very limited access to Convergence information. In summary :
Help - They can have access access to the link "Supplier help" in the left pane.
Overview
Convergence is a very open platform by default. Buyers can read most of Convergence content and generally edit their content only.
Table of content
Accounts
Create new - Buyers can create prospects only.
Read all - Buyers can view all accounts.
Edit mine - Buyers will only be able to edit their accounts (account details) that's to say their prospects.
Related lists - Buyers can add new objects in all related lists (new account properties, new contacts, new team member, etc.)
Solvay Account team
Create new - Buyers can create new team members.
Read all - Buyers can view all team members.
Edit all - Buyers can update any team member.
Delete me - Buyers can delete themselves as team member.
Related Contacts
Create new - Buyers can create new related contacts and add relationships.
Read all - Buyers can view all contacts.
Edit any - Buyers can update any contact.
Mark any with deletion flag - Buyers can mark any contact with a deletion flag.
Documents, notes & attachments
RFIs, Specific RFIs, CSR assessments, Financial situations, Visit Minutes...
Plus notes and attachments.
Create new - Buyers can create new documents from all types. Idem for notes and attachments .
Read all - Buyers can view all documents except those marked as "Private" (Visit Minutes, Account Detail Documents). Idem for notes and attachments .
Edit mine - Buyers will only be able to edit their documents. Idem for notes and attachments . Visit Minutes will be yet editable by anyone so that managers can review them and add a green or red flag.
Delete their in draft - Buyers can delete their documents in draft. Their can delete their notes and attachments.
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Need help
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.