vijayawada, india developers group 20200630. salesforce community cloud deep dive.
This video is all about Vijayawada, India Developers Group most fun-loving, informative, and successful session of #DemystifySFProducts on Community Cloud with Meighan Brodkey.
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
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