Employee Community

Employee Community
Ajay Dubedi
Salesforce Expert

www.cloudanalogy.com
Introduction To Community:
Salesforce Community is a great platform for sharing information and collaborating with the people who can help the
company enhance their business by Using Salesforce Community. All those people who are essential for completing the
business goals that are set by the organization can collaborate with each other.
Benefits of using Salesforce Community:
Improves Service:
Salesforce Community will help the organization in connecting with the customers.Therefore It would be easier to
understand the customer requirement Which will result in providing better services to customer.
Enhance Sales:
Because by using Salesforce community it would get easier for the Employees,distributors and resellers to communicate
with each other therefore it Will drive more sales which will eventually result in more profit for the organization.
Employee Community

Employee Community
Types Of Communities in Salesforce:
There are basically two types of communities in Salesforce which are as following:
1.) Internal Community
2.) External Community
Before we go into the details of Employee Community it will be great if we have basic knowledge of Partner community and
also the major differences between Employee Community and Partner Community.
Introduction to Internal Community:
The Internal community is used for the members who are directly part of the organization i.e. Employees.
Introduction to External Community:
External Community is created for the users who are not directly part of the organization.

Employee Community
Types of External Community:
1)Partner Community:As we all know the partners are not directly part of the organization but still they are very
important for enhancing the business of organization. Therefore Salesforce has Provided this platform of Partner
Community where you can interact with your partner and also provide limited access of your org according to your
requirement.
2)Customer Community:Just like the partners Salesforce has provided a platform for customers as well.Using this
platform an organization can interact with their customers.
● This helps them in solving the customer’s problem.
● It also helps them in understanding customer’s requirement.
So all and all it will help the organization in enhancing their business.
Communities User Licenses:Every organization needs to have valid licenses for creating communities. The type of
community that an organization can create depends On the type of license that they possess. It also defines the number of
communities that an organization can create.

Employee Community
Types Of Community User Licenses:
Salesforce has divided community user licenses basically into two parts which are as following:
Internal User License:
Employee Community is an internal user license which has access to 10 custom objects and tabs.It also has
access to Accounts and Contacts.
External User License:
There are 3 types of external user licenses which are as following:
1)Customer Community:
This community is best suited for the organization which has large number of external users.A customer
community can hold up to 7 millions users.
2)Customer Community Plus:
This community is best suited when there are unlimited number of logins for managing customer support.
3)Partner Community:
Partner Community is best suited for B2B Communities.The users of Partner Community can Read,Create, and
Edit the Salesforce standard objects such as accounts,contacts and assets.Partner Community users also have
access to send email and workflow approvals.

Employee Community
Limitation On the Number Of Users:
There is a limit on the number of users that a community must not exceed.
If it does then the organization will have to pay extra charge for it.
Type Of Community Number Of Users
Partner or Customer Community 300,000
Plus
Customer Community 10 Million
Note:If the number of users are exceeds this limit then not only it will
result in extra charges but It will also degrade the Salesforce Performance.
Therefore it is recommended that users Limit should not be exceeded.

Employee Community
Creating Salesforce Community:
For creating communities in Salesforce
you need to follow the following steps:
1)Go to set up
2)Enter Communities in Quick Find box
3)Enter All Communities
4)Click on New Community
5)Choose a Template
6)Give a Name to your Community
7)Provide a Unique URL for your Community
8)Click On Create Community
Once You are done with the above you will
see the following message on your screen.

Employee Community
Adding Topics To Your Community:
By adding Topics to your community all the users who are part of this community can have
discussion related to specific topic.Which will help the employees in quickly solving the problem.
Following are the steps that you need to follow for adding topics to your community:
1)Click on the Topic management tab under topics
2)Click on new button
3)Provide a name to your topic
4)Provide some description for your topic
5)Click On Create
Your topic will get created.But still you would not be able to view the topic in your community.
Note:
To make your topic visible in the Community you will have to add them into the Featured List Of Topics.

Employee Community
To add Topics in the Featured List follow the following steps:
1)Click on the Featured Topics
2)Select a Topic
3)Click on add
4)Click on Save button
Once it gets saved preview your community and now you will notice
that your topic has been added in your community and it will look
something like this in the snapshot.
Now once the topic has been added to your community you can add
an thumbnail to your topic which will make it more pleasant to view.
So to add thumbnail to your Topic follow the following steps:
1).Click on Featured Topics
2).Now Click on pencil(Change properties) next to Your Topic
3).Click on Upload Thumbnail
4).Select the thumbnail
5).Click on Save

Employee Community
Adding Members To the Community:
In Salesforce users community an organization can
add the list of members or users to the community
according to their needs.The organization can also
provide them certain level of access to the Salesforce
org.The level of access will depend on the profile or
the permission set to which the user belongs. So
following is the process of adding users or members
to the Salesforce user community:
1).Go to Community Management
2).Click on Administration

Employee Community
3).Click on Members 4)Select the desired Profile Or Permission set

Employee Community
5)Click on add
6)Click Save
Once the settings have been saved
successfully then the users of the
respective profile or permission set that
you have added in the community will
automatically get the access to your
Salesforce User Community. As specified
above the level of access of these users will
depend on the Profile and Permission set to
which they belong.

Employee Community
View All Options Under Administration Tab:
Sometimes what happens is By default you
would not be able to see all the options of
administration tab in Salesforce users
community.For example if you have noticed
when you first go to administration tab you
are not able to see the tab option under
administration.
So the question is how can we see all the
administration options. To view all options of
administration tab follow the following steps:
1)First Click on Administration
2)Then Click on Preferences
3)Check the show all settings in
community management tab
4)In the last step Click save.

Employee Community
Adding Header logo to the Salesforce Users Community:
If you want to add a new header logo to your Salesforce users community follow the following steps:
● Click on Login and Registration tab under Administration
● Click on Choose File
● Select the File with suitable dimensions
● Click on Save
Now once all the changes have been saved and published to your community Go and
preview the community you will notice a different header logo on your community.
Changing the Login page:
Just Like the Community header we can change the Login Page as well for our
Salesforce user community.To change the login page just follow the following steps:
● Click on Login and Registration under Administration
● Select the type of page you want to see while you login to community under login section
● Click save
Once your changes have been saved you will be able to see the different login page for your community.

Employee Community
Adding tabs in the community :
If you want to add tabs to your community for accessing the
Salesforce records then follow the Following steps:
1)Go to your Community
2)Click on the Builder Button
3)Now on the left hand side you have following 4 options:
● Branding
● Page Editor
● Page Manager
● Settings
4)Click on the Page Editor Option
5)Now you will have the following two Options
● Lightning Components(Which is the default one)
● Page Structure
6)Click on the Page Structure Option
7)Click on the Navigational Menu available under Template Header
8) Now on the Right hand side you will see the option of Edit Navigation Menu
9)Click on it

Employee Community
10)Provide a name to it
11)Select the type as Salesforce Object
12)Select the object under object type which you want to show on you community
13)Select the Default List view
14)Tick the checkbox
15)Click On publish changes
16)A message will pop up
17)Just click ok on it
18)Now in the last step publish your changes
Demonstration through snapshots:

Employee Community

Employee Community
Now publish your changes and preview your community.

Employee CommunityEmployee Community

Employee Community
Changing the Header Color:
In Salesforce user community there is an option of branding under Administration tab
in community management From where we can change the color of community header.
For changing the header color just follow the following steps:
1)Go to community Management
2)Click on Administration
3)Click on Branding
4)Select the header background checkbox
5)Select the color for header background
6)Click on Save
Once the changes have been saved preview your community and see the changes.
Changing Page Background Color:
Just Like the header background we can change the page background color as well. The process
For changing the Page BackGround color is very similar to the process of changing header color.
There is a very subtle difference between both the processes.

Employee Community
In order to change the page background
color follow the following steps:
1)Go to community Management
3)Click on Branding
4)Select the page background checkbox
5)Select the color for page background
6)Click on Save

Employee Community
Adding Company Logo and Header image :
By using community builder We can also add the company logo and header image to our community. So Let’s first understand
the process for adding company logo to the community.
1)Go to Community Builder
2)Click on Branding Editor
3)Click on upload an image under company logo section
4)Click on Select an image
5)Select the image
6)upload the image
For adding image to the header follow the following steps:
1)Go to Community Builder
2)Click on Branding Editor
3)Click on upload an image under header image section
4)Click on Select an image
5)Select the image
6)upload the image
Now publish your changes and preview the community to see the changes.

Employee Community
View Global Header:
Salesforce has provided this feature of view global header using which we can switch to our community
directly from our Salesforce org.For using view global header in your org follow the following steps:
1)Go to set up
2)Type Profile in the Quick Find box
3)Click on Profiles
4)Go to System Administrator Profile
5)Click on Edit
6)Go to Administrative section
7)Check View Global Header checkbox
8)Click on Save

Employee Community
Demonstration of Global view header through Snapshot

Employee Community
Activating Salesforce Users Community:
Now even though we have added users to our community but still they would not be able to access it because we have not
activated our community. So to make sure that all the users that we have added in our community can view it we will have
to first activate it. The process of activating the Salesforce users community is very simple.Just follow the following to activate
your community.
1)Go to Community Management
3)Click on the Settings
4)Click on the Activate Community
5)Just click on ok when the message pops up
After completing the above steps your
Salesforce community will get activated
and all the associated users will be able
access the community now.

Ajay Dubedi
Salesforce Expert
+1 (415) 830-3899
hello@cloudanalogy.com ajay.dubedi

Employee Community

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