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Salesforce Communities
Presented By: Sunil Kumar
Email id: sunil02kumar@gmail.com
Twitter : @sunil02kumar
Blog : https://s...
Agenda
 Introduction to Salesforce Communities
 Community Examples
 Partner Portal Overview
 Customer Portal Overview
...
Company
Partner
Customer
Employee
At the basic level, a community is a group of people
connecting around a common mission ...
Share Information
Unified Platform
Collaboration
Branding/Customization
Mobile
Whether team members need to share files, q...
Customer Community Partner Community
Company Community
Project Management
Community
A customer community may guide custome...
Partner
Portal
Boost Sales through your
channel partners
Enable SSO or login
through separate login URL
Contribute to comm...
Each company with which you partner should be added to Salesforce as a business account.
Channel managers are associated w...
Customer
Portal
Manage Cases, view
solutions/knowledge
articles
Enable SSO or login
through separate
login URL
Contribute ...
Why Migrate from Portals to Communities?
Templates you can use to quickly and easily build a self-service community that g...
Features Which Behaves Differently in
Communities and Portal (Partner & Customer)
• Community access can be granted to any...
Set Up Communities
 Enable Communities from Communities Settings.
 Select a domain name to use for your communities.
 A...
Set Up Communities
 “Create and Set Up Communities” permission is required to create and customize communities.
 Grant H...
Set Up Communities
 After creating a sharing set, create share groups to give other users access to records created by hi...
• The Community Creation wizard appears provides different templates (Kokua, koa, Napili, Aloha,
Salesforce Tabs + Visualf...
Salesforce Tabs + Visualforce vs. Community Builder
Salesforce Tabs + Visualforce Community Builder
Pros:
 Some theming o...
Salesforce Communities
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Salesforce Communities

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Salesforce Community Cloud- Basic overview and how its different from Salesforce partner portal and customer portal

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Salesforce Communities

  1. 1. Salesforce Communities Presented By: Sunil Kumar Email id: sunil02kumar@gmail.com Twitter : @sunil02kumar Blog : https://sunil02kumar.blogspot.in/
  2. 2. 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
  3. 3. 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
  4. 4. 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 within the community. Follow and collaborate with the people and groups that you care about most. With real-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 a look and feel that makes Community Cloud an extension of your corporate website. Mobiles support means that Community Cloud is accessible anywhere, from any device. The mobile experience combines an elegant, easy-to-use interface with powerful Salesforce functionality. Members can belong to multiple communities and easily toggle between them all through a single sign-on. Create as many communities as you need within the same platform. Salesforce Communities
  5. 5. Customer Community Partner Community Company Community Project 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
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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 to the community.
  12. 12. 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.
  13. 13. 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.
  14. 14. • 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
  15. 15. 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.

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