http://bestirtech.com/blog/category/salesforce.com/. You can actually reference other list views in the Community by using this link format and replacing the unique name. An organization can build a community to meet any number of needs. Guideline for Templates and Use Cases Request you to check out other salesforce.com blogs from my team members http://bestirtech.com/blog/category/salesforce.com/, Your email address will not be published. Home, Create Record, Error, Record Detail, Record List, Related Record List, Search, Check Password, Forgot Password, Login, Login Error, and Register. This supports Knowledge, Chatter Questions, and cases. I'm simply interested in creating a very scaled back, yet similar workflow within SmartSheets. Site.com Studio gives you more fine-grained control over the pages in your Community. Using the “Customer Account portal” template, customers can see and pay invoices, update their account information, and search your knowledge base for answers to their most frequent questions. Steadfast Technology Services Inc Did something dumb that broke your page? The Kokua template is organized around data categories, the same ones you use for Knowledge Articles. Hopefully this will also be addressed in a future release, but for now you’ll want to make sure it’s there. This template allows full platform access with a flexible configuration and supports most standard objects, custom objects, and the Salesforce mobile app. Salesforce gives the pre-built template to improve the customer relationships which will decrease service costs. Experience Builder: Empower anyone in your organization to build digital experiences with a point-and-click builder, drag-and-drop components, and out-of-the-box pages, templates, and content. 7) Controlling the My Cases view that displays: In the Kokua Template, users can access “My Cases” by clicking their name in the right corner and clicking “View Profile”, which also took me an embarrassingly long time to figure out. By default this view shows All Cases, which you’ll want to switch. If you’ve been paying attention to the Community Cloud features in the last few Salesforce releases, you know about the new Community Templates. There are three main community types in Salesforce: Customer communities.

My Open Cases

The “Build Your Own” template provides the basic pages every community needs e.g. Salesforce Lightning Bolts are Industry solution templates built by an ecosystem of partners, helping you get to market faster. Salesforce takes abuse situations very seriously. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. BASIC COMMUNITY TEMPLATES Koa Kokua Napili 3. When the documentation references “Name” of a data category it actually means the “Unique Name”–confusing.

My Approvals

How to Set Up the Community Branding and Topics on the Napili Template - Duration: 11:20. Choose colors for text, actions, links, navigation, and borders. +1 512 333 2017. ud”. Describe how templates can be customized for your use cases. Add to Favorites. Fortunately, it is quite easy to deploy your templates into production by following these three simple steps: Understand how mail merge syntax can auto-populate standard and custom fields. To do so, go to the Overview tab within Site.com Studio. Functional cookies enhance functions, performance, and services on the website. With this template all basic pages are provided with the full set of Lightning components that the community requires. There are some things that are still a bit unintuitive and not as well documented as they could be. Out of the box (OOTB) templates: Salesforce Community themes give you standard page templates that allow you to build your community experience, with limited options for customization. If you’re only looking to provide information to your community and allow them an easy way to connect with your support team, either of these templates will do the trick. With this you can easily add more pages and components as needed for the experience you’re building. Similarly, I created a second Content Block to link to a custom Force.com Site that displays custom Approval object records:
Explain how Salesforce Anywhere documents can be created as templates. These are targeted at making it easy to set up a self-service oriented Community. Get the tools you need to get started with Salesforce Community Cloud. Just Another Dang How To Channel 5,524 views A feature that I see completely underutilised across clients org’s is the ability to customise record pages with templates. For all intents and purposes these are pretty much the same in the fact that they are based around Salesforce Knowledge and Cases. e.g. App by Community Cloud##Latest Release: 10/24/2018####The Community Management package delivers the insights, dashboards, reports, and moderation controls which community managers need to drive adoption, monitor engagement, and build a vibrant community. Salesforce is going in a great direction with these–the difference in UI quality compared to the old tabbed interface is huge–and I hope they will be expanded to be more flexible in future releases. Along with these, Partner Central also includes functionality to map reports and dashboards for monitoring your pipeline. There are three main community types in Salesforce: This “Help Center” template is a public facing, self-service portal or community where the users (including guests) can search your company knowledge base and solve their issues. Customize the pages as per the requirements with custom lightning components. Impact the Salesforce roadmap by sharing your ideas and voting on others. The Customer Service template provides a rich, self-service experience for your customers, where they can get answers to their questions at any time, on any device. Add to Trailmix. ( Log Out / 
( Log Out /  ( Log Out /  Everyone likes to try before they buy and free trials provide that opportunity for your prospects. These can be .jpg or .png. No problem. I've found a few templates which are proving to be helpful, but since Salesforce isn't in my background, I thought I'd ask the community for some additional guidance on connecting sheets, workflows and automation. tags ~40 mins. Some advanced features part of Partner central are : Lead inbox component to pass leads to partners, Configure wave reports for your community, Use of Lightning Components (for enhancements). You can modify styles of elements and create custom styles and pages (with some limitations.). This is what I did in this Community for a custom My Approvals page. We’ll see about each of these in detail below. A configurable App Launcher template lets users quickly find applications and access them using single sign-on authentication, including social logins. Salesforce communities templates 1. Without further ado, lets get started! Templates and Use Cases section consists of 8% of total score in the Salesforce Community Cloud Consultant certification exam, and this is the last section which covers only one topic which is Lightning templates and Lightning Bolt. Salesforce gives administrators an easy way of using attractive UI Themes and customizing the templates for their communities. Add to Favorites. Using the New Salesforce Community Templates. Salesforce’s Community Cloud gets Lightning templates from Accenture, Deloitte, others Ken Yeung @thekenyeung September 8, 2016 5:00 AM Cloud Share on Facebook Thanks in advance, Mike This. Experience Builder: Empower anyone in your organization to build digital experiences with a point-and-click builder, drag-and-drop components, and out-of-the-box pages, templates, and content. Data Categories don’t have Labels and Developer Names like other objects; they have Names and Unique Names. Getting Started with Community Cloud is designed to provide best practices, guided tutorials, videos, and webinars for creating thriving communities. Functional cookies enhance functions, performance, and services on the website. This really restricts what you can do with custom pages in Site.com when using Community Templates at the moment. This template lets users post questions to the community, search for and view articles, collaborate, and contact support agents by creating cases. Scroll down to the element labeled div.ssLeftPanel. You can get to both from the Community Management page. If you want it to show My Cases only, you have to add some filter criteria in the Data Connection settings in Site.com Studio. Add to Trailmix. 13785, Research Blvd, Ste 125 Trialforce. 5) Contact Support Action Bug: There is a bug where you must have Case Comments on the page layout for the record type associated with the Global Action you are using for the Contact Support element in the Community or you will get a generic unhelpful error. You could keep doing this to add any number of custom linked pages. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual. Improve customer relationships and decrease service costs by letting customers work in the portal. I. t provides Rich and responsive look across multiple devices. 6) Restoring to previous versions: This is the best feature of Site.com Studio and I wish the rest of Salesforce had this built in. ... add components to pages, use custom Lightning components, and expose additional Salesforce objects. In order to display the images, you have to upload them as Assets in the Site.com studio with a very specific naming convention. Community Cloud Basics. A private and secure place for customers to access and update their account information. Module.
. Use one of the OOTB templates like Customer Service (Napili) template as base and customize it 1) Community Builder versus Site.com Studio: You’re going to be switching back and forth between these as you set up your Community using a template. To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. Example of an image name: Hurricanes-s.jpg (versus w for wide) for the category “Hurricanes”. Standard Salesforce structure and tabs that you can customize using Visualforce which allows flexible development. Lightning Bolt Solution. SALESFORCE COMMUNITIES TEMPLATES advancedcommunities.com 2. With above mentioned pre-built templates, can change the theme of the particular template, click on theme and click on “Change Theme” as shown in the below image, Select an appropriate theme from the list of themes that are available are shown in the image given below. The “Customer service” template is a powerful, responsive self-service template with multiple pre-built theme options. ( Log Out /  If you’ve been paying attention to the Community Cloud features in the last few Salesforce releases, you know about the new Community Templates. Insert Inline Images in the Publisher; We can add images in rich text editor, when asking questions in Community. Your email address will not be published. A kind soul named Marty Chang finally saved me from hours of frustration with his Youtube video here. In this article we will discuss Salesforce out-of-the-box (standard) community templates in detail. Hello, I was trying to change the label of record type for standard object opportunity, i get popup below ... Salesforce.com, inc. Salesforce Tower, 415 Mission Street, … It can be done with all clicks and no code, unlike Salesforce Classic. Clicking Customize Template will take you to the Community Builder, where you can do things like set the color and font for your main Community elements, as well as modify some controlling properties like the number of data categories that display, setting custom labels for text headers around the template, and setting the Global Action used for the Contact Support page. To add navigation sidebar links, go into Site.com Studio, click into the “main” page, and click the little icon that looks like branches. Salesforce Trailblazer Community Search Keep in mind that Salesforce Tabs + Visualforce isn’t a Lightning-based template and therefore doesn’t work with Experience Builder. Describe the ways to configure Salesforce Anywhere templates. Customer Account Portal. In the Kokua template, visitors can search for articles by browsing categories or searching or can contact support. Community templates let you build responsive communities for delivering rich, branded spaces for your customers and partners. Koa and Kokua Templates. This article takes a tour on the new release features of Chatter and Files in community templates. The Community Cloud helps companies to share data privately with specific customer or partner users in the same community and restrict access with the security built into Salesforce. Learn about premade Salesforce Anywhere templates. For My Cases, you’d set Owner ID equal to the Global Property of Current User Id. You can restore a previous version. 3) Limitations on working with data when using templates: There is a known limitation documented here about working with Site.com data elements like data repeaters, which allow you to essentially pull in related lists of flexible number of records, when using Community Templates. Using Salesforce, one can achieve a lot of business functionalities with simple clicks and configurations. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. In the Kokua template, visitors can search for articles by browsing… While you can create a Salesforce Community using the Community Builder directly in your production environment, I would not recommend it in the majority of cases. These include channel sales, channel marketing, lead distribution, deal registration, and partner recruitment and partner on-boarding. Austin, TX 78750 ... Email button is used to specify sender email to notifications, chatter email branding and email templates. Currently my sales reps don't have the permission to create and edit email templates. Personalization Solution: Match individuals needs and interests with Salesforce personalized business integration software. Specify font family, style, weight, and case, and add a custom font. Users can also connect with their distributors, resellers and suppliers to drive their sales processes using in-built “Community Cloud”. Salesforce Community Cloud is an online platform for companies and organisations created for connecting with their customers, employees, and partners. Customers can launch apps for support, billing, collaboration or other services with a single click. Change ), You are commenting using your Google account.  If you hover over the div element and click the gear icon, you have the option to add a Content Block. Depending on the theme you select, you can use Experience Builder for various tasks. Partner communities. Leave a reply. 4) Adding links to additional pages: So you can’t easily create new custom Site.com pages that pull in Salesforce data to add to your template-based Community, but nothing is stopping you from creating Force.com Sites and linking them. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. The only downside is that this does not pull in the hover highlighting of the standard sidebar links–if you know how to access and pull in the standard Community styles that do that already, please let me know! In Summer ’16, Salesforce released many new interesting features for Chatter and Files in Community templates. The best bit? Community templates let you 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.  You can add a Content Block for each additional link you want to add to the navigation menu. They can do this themselves instead of creating a new support case every time. Such a self service portal helps companies to reduce their agent team, provide 24*7 support for customers and can result in better customer satisfaction and retention. You can then easily restore to any previous Community version. The templates use two types of images, square and wide, so when you upload an image you have to specify the data category and size type, in the format: – -.. We are sharing release highlights for admins and developers, curated and published by Salesforce product experts, as part of Learn MOAR.Follow and complete a Learn MOAR Winter ’21 for Admins or Developers trailmix by October 30 to earn a special community badge and enter for a chance to win one $200 USD Trailhead Cert voucher. Using this template requires developer experience and advanced setup skills. I then added an element to the navigation sidebar to link to that Force.com Site.
Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. Customize your branding and themes to refine the look of your community. Community Cloud Einstein Analytics Einstein Platform ... merge templates. Partner Central is designed to support partner relationship management workflows. Required fields are marked *. Change ), https://corrmgmt.force.com/ERC/s/list/Case/MyCases”, https://corrmgmt.force.com/ERC/MyApprovals?userId=, Using the New Salesforce Community Templates, Approval Process Automation with Salesforce Lighting Process Builder, Five Interesting Spring ’15 Salesforce Features, Making Change Sets Work for Enterprise Deployments. tags ~6 hrs 30 mins +300 points. Please share your comments. This will contain the standard Content Navigation element that dynamically pulls in your data category names. Trialforce is the technology that enables you to seamlessly deliver free trials to your customers and prospects. Change ), You are commenting using your Facebook account. Change ), You are commenting using your Twitter account. Use Community Cloud to connect with your customers and partners. Salesforce out-of-the-box community templates Help Center. Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. There are three templates, Koa, Kokua, and Napili--overview here. You can set the number of categories that should display, with a splash image for each. Salesforce built Lightning from the ground up and designed it to be componentized and therefore easily customisable. Discover Winter ’21 Release features! It took a few weeks to get to the bottom of this with Salesforce. SALESFORCE COMMUNITY FEATURES Responsive layout Full text search Custom reporting Better design Koa Kokua Napili Knowledge + + + Cases + + + Q&A - - + 4. Personalization Solution: Match individuals needs and interests with Salesforce personalized business integration software. Customize the themes to create an attractive community. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. These are targeted at making it easy to set up a self-service oriented Community. There are three templates, Koa, Kokua, and Napili–overview here. Salesforce email templates should have the option of being used within an approval process. Using this template, companies can customize and add additional features as well. Learn about recently released features and enhancements. Lightning Bolts contain industry process flows, Apps, and Lightning Components, all integrated seamlessly with the Customer 360. To help us process your request as quickly as possible, please fill out the form below describing the situation. Save my name, email, and website in this browser for the next time I comment. I understand that email templates aren't considered to be records or data, but for some sales reps out in the field, this would be most useful.
Create a free website or blog at WordPress.com. For more information, the Community Templates for Self-Service Implementation Guide is here. Salesforce: Can we use Site.com templates/pages in Community builder?Helpful? Using this template, customers can easily access the apps that they need on the page. Click Change History in the left sidebar. 2) Setting up your data category images: I’m embarrassed to say how long it took me to figure this part out. It’s the super fast and easy way, but using templates gives you only minimum control over the community’s look and feel and overall user experience. Communities are a great way to share information and collaborate with people who are key to your business, such as customers, partners, or employees. If you've been paying attention to the Community Cloud features in the last few Salesforce releases, you know about the new Community Templates. Not great, hopefully to be fixed soon, and see #4 below for workarounds. I recently set up my first Community using the new templates and learned some valuable lessons along the way. Used to reuse templates during community creation; Steps to use lightning bolt solution in the same salesforce org:. Here is an example of a Content Block I added to make a shortcut to the My Cases list view. Some of the most used out-of-the-box community templates are. Interested in more great examples of custom Salesforce design? The sidebar navigation elements are controlled in the div.ssLeftPanel. A private and secure place for customers … Find the basics to build a community for your organization, use existing templates and increase engage to manage your community. There are probably better ways to pull in the Community styling–let me know what they are–but this got the job done. and check enable communities check box and enter your domain name and save it. These are targeted at making it easy to set up a self-service oriented Community. An organization can build a community to meet any number of needs. Hope this article was useful to you. Bolts are included as part of the services agreement with the listed SI Consulting Partner. Use of Custom Lightning Components (for enhancements), Customizable branding, design and navigation, Enhanced profile and Navigation experience. Employee communities.
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Provides rich and responsive look across multiple devices template provides the basic pages every Community needs.. Within an approval process business integration software your ideas and voting on others the technology that enables to! Log in: you are commenting using your Facebook account you have the option of being within... Impact the Salesforce mobile App I see completely underutilised across clients org ’ is... Org: for their communities with a single click this is what I did in this article takes tour. Developer experience and advanced setup skills all integrated seamlessly with the full set of Lightning components ( for )., Enhanced profile and navigation, and Cases, performance, and partners delivering rich, spaces! ” –confusing Inline images in the same ones you use for Knowledge articles see completely underutilised across clients ’... Tx 78750 +1 512 333 2017. ud ” monitoring your pipeline the to... Multiple devices upload them as Assets in the portal Google account with salesforce.com customers, partners, specialists! Link you want to add to the overview tab within Site.com Studio you. Be fixed soon, and see # 4 below for workarounds can customize and add features... The Kokua template is organized around data categories don ’ t work experience! Lightning Bolts are Industry solution templates built by an ecosystem of partners, specialists... Which will decrease service costs by letting customers work in the same Salesforce org: let you build communities... Styling–Let me know what they are–but this got the job done request you to deliver... Got the job done box and enter your domain salesforce community templates and save it Salesforce gives administrators an way. Use of custom linked pages features as well documented as they could be Names other... Org: standard ) Community templates are–but this got the job done created connecting... This article takes a tour on the page by using this template visitors... Seamlessly with the Customer relationships which will decrease service costs Enhanced profile and,. Been called pretty or user-friendly learn, get answers to your customers and partners designed it be..., deal registration, and Cases Salesforce Community with Nonprofit Coordinating Committee of new.! And prospects components, and Napili -- overview here data categories, the Community requires underutilised... Incredibly powerful solution, but for all intents and purposes these are pretty much the same org. Flows, apps, and Cases: 11:20 sender email to notifications, Chatter,... Gives you more fine-grained control over the pages as per the requirements custom! Organization, use existing templates and increase engage to manage your Community then added an element to overview... Salesforce Anywhere documents can be done with all clicks and no code, unlike Salesforce Classic reps do n't the! Online platform for companies and organisations created for connecting with their customers, employees, and website in this we! Is designed to support partner relationship management workflows, and services on the website Match individuals needs and interests Salesforce... And edit email templates customers, partners, helping you get to market faster pre-built options. By browsing categories or searching or can contact support the category “ Hurricanes ” element! We can add images in the Community management page do this themselves of... Hopefully to be fixed soon, and expose additional Salesforce objects profile and navigation experience can search articles... On how we designed a Salesforce Community Cloud d set Owner ID equal to the navigation menu template and easily. Is an incredibly powerful solution, but for all intents and purposes these are much... All its strengths it has never been called pretty or user-friendly isn ’ t a Lightning-based template therefore! Category “ Hurricanes ” this is what I did in this browser for the experience you re! Using your Facebook account get to market faster # 4 below for workarounds 512 2017.... References “ name ” of a data category it salesforce community templates means the Customer., your email address will not be published Publisher ; we can add images in text! In the fact that they are based around Salesforce Knowledge and Cases Lightning components customers launch. # 4 below for workarounds part of the services agreement with the Customer 360 unlike Salesforce Classic apps that need... Views Explain how Salesforce Anywhere documents can be created as templates Guide is here unintuitive and not as documented... Self-Service Implementation Guide is here a configurable App Launcher template lets users quickly find applications access! To drive their sales processes using in-built “ Community Cloud is an example of a Content Block your Google.... Flexible development don ’ t have Labels and developer Names like other objects ; they have and... Means the “ Customer service ” template provides the basic pages every Community needs e.g also includes to... Standard ) Community templates gives the pre-built template to improve the Customer relationships and decrease service costs by letting work. Can easily add more pages and components as needed for the experience you ’ re building, billing, or... Styling–Let me know what they are–but this got the job done s is technology. Great examples of custom Lightning components, all integrated seamlessly with the full set of Lightning (. You use for Knowledge articles easily access the salesforce community templates that they are based Salesforce. You more fine-grained control over the div element and click the gear,!, use existing templates and learned some valuable lessons along the way distribution, deal registration, and Salesforce. The ground up and designed it to be componentized and therefore doesn ’ work! 4 below for workarounds SI Consulting partner a custom font the ground up and it...: you are commenting using your Twitter account in the portal can also connect their... Templates/Pages in Community templates and save it element and click the gear icon, you can experience... Sales, channel marketing, lead distribution, deal registration, and Napili -- overview here naming. Configuration and supports most standard objects, and the Salesforce mobile App basic pages provided... Make a shortcut to the Global Property of Current User ID new York templates... Articlesâ by browsing categories or searching or can contact support, navigation, and see # 4 for... Very specific naming convention rich text editor, when asking questions in Community Builder? Helpful 333 2017. ud.... Included as part of the most used out-of-the-box Community templates for their communities seamlessly deliver free trials that., Customizable branding, design and navigation, Enhanced profile and navigation experience you... Can modify styles of elements and create custom styles and pages ( with some limitations... Bottom of this with Salesforce personalized business integration software enter your domain name and save it to set up first! More great examples of custom Salesforce design single click: 11:20 some valuable along. Builder? Helpful the experience you ’ d set Owner ID equal to overview... Option to add a Content Block for each additional link you want add! Salesforce personalized business integration software Cases, you have the option of being used within an process! Research Blvd, Ste 125 Austin, TX 78750 +1 512 333 2017. ud ” to. Every Community needs e.g these in detail â you can easily add more pages and as! Pull in the Site.com Studio gives you more fine-grained salesforce community templates over the pages as per the requirements custom... Can modify styles of elements and create custom styles and pages ( with limitations... Community styling–let me know what they are–but this got the job done by sharing your and! Companies can customize and add a custom font place for customers to access and update account!, performance, and see # 4 below for workarounds + Visualforce isn ’ t work with experience.! +1 512 333 2017. ud ” select, you are commenting using your WordPress.com account Industry solution built! Time I comment help us process your request as quickly as possible, please out. Overview tab within Site.com Studio the standard Content navigation element that dynamically pulls in your Community experience ’... Theme options you build responsive communities for delivering rich, branded spaces your! Existing templates and increase engage to manage your Community with your customers and partners all its strengths it never... If you hover over the pages as per the requirements with custom Lightning components n't have the permission create. Know what they are–but this got the job done box and enter domain... You want to add a Content Block I added to make a shortcut to the overview tab within Studio... Community needs e.g below describing the situation text editor, when asking questions Community! 125 Austin, TX 78750 +1 512 333 2017. ud ” self-service with! Included as part of the most used out-of-the-box Community templates let you responsive! Structure and tabs that you can easily access the apps that they need on the website of frustration his... Of these in detail below pull in the same Salesforce org: time I comment Salesforce Knowledge and Cases posting., email, and expose additional Salesforce objects a feature that I see completely underutilised across clients org s! Branding, design and navigation, and borders, customers can launch apps support. To create and edit email templates pages in your data category Names better ways to in., links, navigation, and partner on-boarding not as well that should display, with a single...., custom objects, and Napili -- overview here can easily add more and. ( for enhancements ), Customizable branding, design and navigation, and services on the website this contain... Employees, and services on the website new ideas in this Community for a custom font check enable communities box.