Salesforce Communities has changed the way businesses can handle connections with their customers, partners, and employees. The communities relevant to the industry can be created which help businesses meet the needs and requirements of the customers and thus allow the information to be shared in an enhanced way. The Salesforce Certification has gotten one of the most looked for after exercises for any goal-oriented programming proficient. Companies can benefit in a considerable way by reducing the costs associated with maintaining customer connections with the help of Salesforce communities. However, customer engagement can also be improved by giving more priority in understanding the needs and requirements of the customers that are helping the businesses prosper.
This article deals with the procedure that needs to be followed in successfully implementing the Salesforce communities.
Enable the Salesforce Communities
This is among the most important step to be performed in ensuring the successful implementation of the Salesforce communities. Companies will have to check for the availability of the Communities License first. This can be done by selecting the Setup tab and choosing Company Profile > Company Information. Check the listed licenses at the bottom of the page. If the Communities license is found to be available for your company, then click Customize > Communities > Settings and choose the option denoted as 'Enable Communities'. A unique domain name and URL will have to be chosen for the Salesforce Communities by confirming the availability regarding whether a similar name is in use by any other companies.
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Creation of Salesforce Community
The creation of a Salesforce Community is the secondary procedure. The community name will have to be entered within the name column and the description will have to be included within the description column. In the space for entering the URL, the customized URL should be entered. Once the details are filled and completed, the 'Create' tab should be selected. The Preview page would be then made visible for the companies which could be viewed only by the administrators. Any remaining edits can be performed while in the preview mode itself.
Choose the member profiles that businesses want to include in the Salesforce Communities. The defined permission sets would allow certain employee categories to have access to each community.
Select the suitable tab that best matches the community from the menu. However, the tab does not include the Chatter tab which is the default landing page that would be automatically displayed if none of the tabs are selected.
Businesses can upload the logo, tag line into header and footer tabs along with proper color selection, and thereby integrate the branding of the company towards the Salesforce community page.
Customizing the Login page
Enhanced customization is possible on this type of page. This can be done by allowing customers to sign-in easily using Facebook or self-registration.
Configuring the E-mail
Generic email address, company address, and branding elements can be included within the footer of the email message and thereby allowing businesses to customize the email setup for their Communities easily. Once done, this page can be considered as being completed.
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Select the option which would help users switch to the Salesforce Communities page from the community setup page and check the availability of the elements as per the needs and requirements of the companies.
Receive the feedback from managers and executives within the company before publishing through sharing the preview.
The feedbacks should be considered in implementing future changes. After including the changes according to the feedback, the 'Publish' option has to be selected. Once done, the Communities are considered to have been successfully implemented.