salesforce communities
TRANSCRIPT
Agenda
Introduction to Salesforce Communities Community Examples Partner Portal Overview Customer Portal Overview Why to Migrate from Portals to Communities Features Which Behaves Differently in Communities and Portal Set Up Communities Steps for Creating New Communities
Company
Partner
Customer
Employee
At the basic level, a community is a group of people connecting around a common mission or goal. They can share information and collaborate among themselves
Communities combines the power of the Force.com platform, Site.com branding, and Chatter collaboration.
Communities contains the functionality available in partner portals and Customer Portals, plus many additional features.
Salesforce Communities
Share Information
Unified Platform
Collaboration
Branding/Customization
Mobile
Whether team members need to share files, qualify leads, or resolve support cases,Community Cloud allows them to collaborate on business-critical files from withinthe community.
Follow and collaborate with the people and groups that you care about most. Withreal-time feeds, your teams will work together on fast-moving issues to close deals,resolve customers cases, and deploy marketing campaigns.
Customize your community with your brand elements as well as content. Create alook and feel that makes Community Cloud an extension of your corporate website.
Mobiles support means that Community Cloud is accessible anywhere, from anydevice. The mobile experience combines an elegant, easy-to-use interface withpowerful Salesforce functionality.
Members can belong to multiple communities and easily toggle between them allthrough a single sign-on. Create as many communities as you need within the sameplatform.
Salesforce Communities
Customer Community Partner Community
Company CommunityProject Management
Community
A customer community may guide customers on how to get answers, how to log a case with customer support, how to submit an idea, and more.
A project management community may bring project managers, their team, and customers together to collaborate on projects and maintain project cost accounting.
A partner community may enable partners to collaborate on leads or prospects and opportunities or deals.
A company community may guide employees on how to get HR information, book travel, file a PTO request, file a help desk request, and more.
Community Examples
Partner Portal
Boost Sales through your channel partners
Enable SSO or login through separate login URL
Contribute to community (Questions, Ideas & answers)
Customize portal branding (UI)
Control access to information(Campaign,
leads, opportunities, custom objects)
Partner Portal Overview
Each company with which you partner should be added to Salesforce as a business account.
Channel managers are associated with partner accounts by account ownership.
Enable Business account as partner.
Once you have a partner account created, you can add partner users to the account as contact records.
Enable Partner User from contact record. This will create user in salesforce with partner user profile related to partner license.
Based on their profile access, partner users can access information and work on them
Partner Portal Overview
Customer
Portal
Manage Cases, view solutions/knowledge
articles
Enable SSO or login through separate
login URL
Contribute to community (Questions,
Ideas & answers)
Customize portal branding (UI)
Control access to information(Cases,
custom objects)
Customer Portal Overview
Why Migrate from Portals to Communities?
Templates you can use to quickly and easily build a self-service community that gives customers the same visual and functional experience whether they use a tablet, a mobile device, or their desktop.
Use of Site.com to create branded public and private pages
Chatter
Management of community members using permission sets
Single sign-on for internal and external users, and support for multiple identity providers
Mobile access using Salesforce1
Features Which Behaves Differently in Communities and Portal (Partner & Customer)
• Community access can be granted to any type of user, including internal users and portal or community users.
• The membership model supports permission sets or profiles.
• Internal users with the “Manage External Users” permission can manage both partner users and customer users (assuming the user also has Read on Accounts).
Membership & User
Management
• If Chatter is enabled in your organization, there is a global search box at the top of the page instead of the sidebar search that was available in your portal. If Chatter is disabled, a sidebar search box appears.
Search (with Chatter
enabled)
• A portal ID is not required to log in to a community. An external user just needs the URL. For example, if acme is your domain name and your community name is partner, the login URL for your community would look like this: http://acme.force.com/partner/login.
Login
• If you’re using Visualforce pages, the existing hard-coded paths won’t work. You must update the paths with the correct URL for your community.
• If your organization has Apex triggers on Chatter posts or comments, when you enable Communities the triggers will automatically apply to all communities created within your organization.
Visualforce, Apex Pages & Apex triggers
Set Up Communities Enable Communities from Communities Settings. Select a domain name to use for your communities.
After enabling Communities, give the “View Global Header” permission to internal users who need access tothe community.
Set Up Communities “Create and Set Up Communities” permission is required to create and customize communities.
Grant High-Volume Community Users Access to Records using Sharing Set. A sharing set grants high-volume users access to any record associated with an account or contact
that matches the user’s account or contact.For Example: For example, to grant access to all cases associated with an account identified on the user’s contact record, select Contact.Account and Account respectively.
Set Up Communities After creating a sharing set, create share groups to give other users access to records created by high-volume
community users. Share groups allow you to share records owned by high-volume community users with internal and external users in your communities.
• The Community Creation wizard appears provides different templates (Kokua, koa, Napili, Aloha, Salesforce Tabs + Visualforce) options for you to choose from.
Create Community
• To add members using profiles.
• To add members using permission sets.
Add Members to Community
• If you’re using the Salesforce Tabs + Visualforce template, you can add tabs to your community.
• Lightning Component tabs aren’t supported in Communities.
• Chatter Free users in your community don’t see any tabs except the Chatter tab
Add tabs to Community
• Select Color Scheme to select from predefined color schemes or click the text box next to the page section fields to select a color from the color picker.
• choose a header and footer for the community.
• Customize Login, Logout, and Self-Registration Pages in Your Community.
Brand Your Community
• Chatter Answers
• Ideas
Enable Additional Features
Steps for Creating New Communities
Salesforce Tabs + Visualforce vs. Community Builder
Salesforce Tabs + Visualforce Community Builder
Pros: Some theming options available out-of-the-
box for tabs Support for all sales, service, marketing, and
platform features Full Force.com platform capability
Cons: Visualforce is the preferred approach for
better customization, yet Visualforce requires coding capability
Requires some knowledge of the Force.com platform
Pros: Out-of-box app targeted at self-service
communities More CSS styles available Great for a quick rollout of simple self-service
community use case
Cons: Limited to self-service functionality (cases,
Salesforce Knowledge, and Chatter Questions) Doesn’t support other sales, service, or
platform use cases Doesn’t have full platform capability
Selecting one of the preconfigured templates when creating
your community means that you will use the WYSIWYG
user interface of the Community Builder.
Selecting the Salesforce Tabs + Visualforce template
when creating your community means you will use
out-of-the-box Salesforce tabs or Visualforce pages.
