Practical Guide to Salesforce Communities

Description

Whether you are brand new to the world of Salesforce communities or you are looking to take your Community Cloud knowledge to the next level, this detailed guide will help you to build and manage a Salesforce community by leveraging the declarative power of the platform with clicks, not code. Each Salesforce community is a part of a widespread ecosystem, with thousands of communities and millions of users active today on Community Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. In this book, Philip Weinmeister, a Salesforce MVP and the first-ever recipient of the “Community Cloud MVP” Trailblazer award, leads you through the ins and outs of Salesforce communities and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. Practical Guide to Salesforce Communities is the first book to comprehensively cover this next-generation offering from Salesforce, providing real, actionable guidance to help individuals build effective and engaging online communities. The book takes you through the entire process: from planning and designing a community to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided of key components, templates, and features such as Community Builder, Audience Targeting, Lightning Bolts, and much more. Additionally, considerations and best practices are covered, including valuable tips and insights. What You’ll Learn Plan and design a communityConceptualize how employees, partners, and customers use and benefit from communitiesAssess available templates and make an informed selection decisionUse Community Builder and Lightning components within a Lightning community templateApply topics and knowledge articles to a community to increase value and adoptionInject process automation into a community using Workflow, Flow, and Process BuilderCreate dynamic and personalized user experiences with audience targetingBuild, export, and import unique templates with the Lightning Bolt solution frameworkProvide community data for members or community managers Who This Book Is For Salesforce administrators, Salesforce developers, Salesforce functional architects, Salesforce business analysts, and Salesforce community managers Front Matter ....Pages i-xxix Why Salesforce Communities? (Philip Weinmeister)....Pages 1-9 Planning and Preparing for Success (Philip Weinmeister)....Pages 11-20 Licenses and Member Groups: Employees, Partners, and Customers (Philip Weinmeister)....Pages 21-39 Community Template Types: Tabs, Visualforce, and Lightning (Philip Weinmeister)....Pages 41-60 Community Builder for Lightning Communities (Philip Weinmeister)....Pages 61-115 Pages and Components in Lightning Communities (Philip Weinmeister)....Pages 117-142 Setup and Administration (Philip Weinmeister)....Pages 143-178 Access, Sharing, and Visibility (Philip Weinmeister)....Pages 179-199 Topics in Communities (Philip Weinmeister)....Pages 201-215 Community Knowledge (Articles) (Philip Weinmeister)....Pages 217-229 Process Automation in Communities (Philip Weinmeister)....Pages 231-257 Audience Targeting and Personalization (Philip Weinmeister)....Pages 259-288 Lightning Bolt for Communities (Philip Weinmeister)....Pages 289-304 The Best of the Rest: Additional Communities Topics (Philip Weinmeister)....Pages 305-328 Next Steps: Keep Learning (Philip Weinmeister)....Pages 329-335 Back Matter ....Pages 337-340