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Community Cloud
Your Opportunity To Shine Externally
By Meighan Brodkey
Vijayawada, India Developers Group
June 30, 2020
What is Community Cloud
Who Uses Community Cloud
B2B
B2C
Financial Services
Insurance
Healthcare
Education
Community Cloud Use Cases
● Self Service
● Support
● Content
● Sales
● Collaboration
● Combination?
License Types
● Customer Community
● Customer Community Login
● Customer Community Plus
● Customer Community Plus Login
● Partner Community
● Partner Community Login
● Unauthenticated
Templates
Hold pages
Which components are involved
OOTB and installable
Pay attention to which you one you select
You can export yours and make a Bolt
Themes
It’s your ‘pretties’
Think of it as the skin to your community
They change the look and feel of the template, keep baseline
functionality
Doesn’t change objects/pages/components
OOTB and installable or built
Lightning Components, in Winter 21 can be LWC
Components
The individual building blocks for pieces of functionality
OOTB and custom
Record Detail, Record List, Org Tree
Used to help complete your community to be that perfect view
of your community
Lightning Bolt
Packages on the AppExchange for your Community
Hold Themes, Templates, Flows, Components
Used to deploy communities you use over and over
Packaged Communities for re-use
Always Think Security
● Don’t over expose
● It all starts with your OWD
● Only grant object access they need to see
● Profiles and Perm Sets
● Audiences are your BFF, build them with thought
● Page Variations and assignment
● Components by Audience
How To Security
OWD
Sharing Set
Account Relationship Sharing
Channel Programs
Apex Sharing
Sharing Rules
Partner Account Hierarchy
Power User
Login/Registration
● Login Options
○ Standard
○ Login Discovery
● Self Registration with Profile assignment
○ Configurable
○ Experience Builder
○ Group Account
○ Person Account
○ Custom Self Reg
Emails Emails Emails
● What Sends from the Community?
○ Welcome
○ Forgot Password
○ Change Password
○ Case Comment
○ One Time
○ Lockout
● All other emails send from Salesforce
○ They won’t have the Community URL available
○ You want to link to the community with workflows/Flows/Pbs you can still use
{object.link} but it only works when logged in
CMS
Native CMS
Salesforce CMS
CMS Connect
Let’s look at these...
Actions
Your Best Friend in a Community
Creating Records
Tile Menu
Gotchas
Assignment Rules
AutoResponse
● Used for Self Service
● Lightning Knowledge and Classic Knowledge
● Topic Assignment via Data Categories in Workspace
● Seachabilty via Topics
● Make sure to use the Channel on your records
● No List view Component
Knowledge

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Demystify Community Cloud - Your Opportunity To Shine Externally

  • 1. Community Cloud Your Opportunity To Shine Externally By Meighan Brodkey Vijayawada, India Developers Group June 30, 2020
  • 2.
  • 4. Who Uses Community Cloud B2B B2C Financial Services Insurance Healthcare Education
  • 5. Community Cloud Use Cases ● Self Service ● Support ● Content ● Sales ● Collaboration ● Combination?
  • 6. License Types ● Customer Community ● Customer Community Login ● Customer Community Plus ● Customer Community Plus Login ● Partner Community ● Partner Community Login ● Unauthenticated
  • 7. Templates Hold pages Which components are involved OOTB and installable Pay attention to which you one you select You can export yours and make a Bolt
  • 8. Themes It’s your ‘pretties’ Think of it as the skin to your community They change the look and feel of the template, keep baseline functionality Doesn’t change objects/pages/components OOTB and installable or built Lightning Components, in Winter 21 can be LWC
  • 9. Components The individual building blocks for pieces of functionality OOTB and custom Record Detail, Record List, Org Tree Used to help complete your community to be that perfect view of your community
  • 10. Lightning Bolt Packages on the AppExchange for your Community Hold Themes, Templates, Flows, Components Used to deploy communities you use over and over Packaged Communities for re-use
  • 11. Always Think Security ● Don’t over expose ● It all starts with your OWD ● Only grant object access they need to see ● Profiles and Perm Sets ● Audiences are your BFF, build them with thought ● Page Variations and assignment ● Components by Audience
  • 12. How To Security OWD Sharing Set Account Relationship Sharing Channel Programs Apex Sharing Sharing Rules Partner Account Hierarchy Power User
  • 13. Login/Registration ● Login Options ○ Standard ○ Login Discovery ● Self Registration with Profile assignment ○ Configurable ○ Experience Builder ○ Group Account ○ Person Account ○ Custom Self Reg
  • 14. Emails Emails Emails ● What Sends from the Community? ○ Welcome ○ Forgot Password ○ Change Password ○ Case Comment ○ One Time ○ Lockout ● All other emails send from Salesforce ○ They won’t have the Community URL available ○ You want to link to the community with workflows/Flows/Pbs you can still use {object.link} but it only works when logged in
  • 15. CMS Native CMS Salesforce CMS CMS Connect Let’s look at these...
  • 16. Actions Your Best Friend in a Community Creating Records Tile Menu Gotchas Assignment Rules AutoResponse
  • 17. ● Used for Self Service ● Lightning Knowledge and Classic Knowledge ● Topic Assignment via Data Categories in Workspace ● Seachabilty via Topics ● Make sure to use the Channel on your records ● No List view Component Knowledge