Communities are formed by the people who share and are
engaged in collective learning. The members have a common passion for the things that
they do and interact on everyday basis to make the experience even better.
A
community can be incredibly valuable for your organization. Salesforce
communities are online platform/space where internal, external employees,
customers, partners can collaborate.The main advantage of communities is it
lives inside your organization and you can decide which salesforce data you
want to share with the community members. Customers can ask for help from
online communities and internal support can assist them. They can also access
online help from FAQ’s, knowledge, articles, ideas etc.
Security model for communities work in the similar fashion like your internal members. A separate profile can be created for partner
portal members and the customers to provide access to apps, tabs, records and
objects.
With communities you can:
- Get real time feedback
- Ability to brand and customize your own experience with specific colors pictures etc.
- Incorporating idea of social intelligence
- Provide efficient self service
- Educate partners to sell effectively
- Give your customer more power and choices
- Stay connected with your customer 24/7
- Self-service for partners, customers and employees
- Blend communities and business process on a single platform
- Share documentation, files and collaborate.
- Partners can get answers, engage post ideas and log cases
- Find resources, answers, best practices and experts
- The most powerful way to collaborate
- Portals has been replaced by communities
Steps to Implement the Community in Salesforce:
Use Case:
1-2-3 SFDC Org would like to implement Communities in salesforce
for their customers and partners. The Partners and customers should have following
access in the community- Chatter, people, groups, accounts, contacts, cases, content,
knowledge, libraries, badges, recognition etc.
Step1: Enable Salesforces
Communities and select the domain:
Go to Customize > Communities >
Settings and enable communities,the very first step of implementing communities in salesforce
is to enable a community for your org. As soon as you check the enable box, salesforce will prompt
you to select a unique community domain name. It will automatically prompt if
the domain name is available.
Once you enable the community it cannot be undone.
You are now ready to create your community
Step2:
Choose an
appropriate template from the given options below. We will be using NAPILI
template for our use case because we are planning to provide the access to the
knowledge that we implemented in our previous posts. Salesforce provides
various types of templates- Kokua,
Koa, Napili, Aloha and Salesforce Tabs + Visualforce.
Step 3: Let us enable
the global header
You might want to provide access to the global header for
the internal users to easily switch back and forth between internal and the external
community. This can be done by providing custom permissions to the users -Setup, click Manage Users > Permission Sets
or by providing “View Global
Header” access from the profile.
Community Management
Page
Community Management
page is used by the admins to do the configurations settings required for the community
page. The options
available in Community Management are based on your community
template selection, permissions, and preferences. Following options are all
limited to the Napili template.
Community Management Page can also be accessed from the
global header, to access this page you must be logged into the community. All
the options that you see in the community are based on the selection of the
community template permissions etc.
Now that we
have selected the template,we are all set to manage our community options,In our next post we will learn the various options available under Napili template in salesforce.
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