How to setup salesforce customer community | Setup and manage salesforce communities

Long time back we create one post of "How to setup salesforce community". In this post we will talk about step by step process to setup salesforce community. We will cover below topics:-

1) Introduction to Community Cloud.

2) How to create Basic Salesforce Community with Community Builder.
3) How to create the Custom Content Layout with Lightning Component.
4) How to setup Salesforce Navigation Menu.
5) How to setup page Variations and audience in Lightning Salesforce Community.
6) How to setup/configure Snap-in Chat.
7) How to create Lightning Bolt Solution.


1) Introduction to Community Cloud

Get to know about what is community cloud and how many type of community cloud license we have.

2) Setup Salesforce Community 

In this recording we talk about how to setup Salesforce lightning community and how to configure the community Theme, change color / font and Upload the community header/ banner image. We also talk about how to setup self registration in community.

3) Content Layout in Salesforce Community

In this recording we talk about how to create custom content layout for your Salesforce community.

4) Setup Communities Navigation Menu

In this recording we talk about how to create navigation menu/sub menu for your Salesforce community.

5) Page Variations and Audience in Salesforce Community

Audiences are sets of criteria used to define community member. Use them to keep your community members engaged by offering them personalized, relevant content. We can also create page variations that target specific audiences community (base on location, profile etc), and control who sees which page base on their profile and audiences criteria. Please check below recording for step by step process to setup page variations and audience in salesforce community.

6) Knowledge In Community

In this recording we can see how to configure the Knowledge and how to configure the Content / Articles for your Salesforce community.

7) Snap in Chat in Salesforce Community 

If you want to configure the Live agent with Snap-in Chat then check below recording. In below recording we talk about step by step process to configure the Snap-in Chat.

8) Lightning Bolt Solution

In out last post we talk about Lightning Bolt Solution.
Lightning Bolt - new framework for deploying next generation communities and portals quicker. Lightning Bolt for Salesforce allows you to quickly build and distribute industry-specific Lightning Bolt Solutions to jump-start new org capabilities. Save time by building once then reusing

If you want to create the Lightning Bolt Solution. Please check below recording.

Please share your feedback and let us know if you want to learn some new topic in Salesforce Community.

Thanks,
Amit Chaudhary
amit.salesforce21@gmail.com

  @amit_sfdc    @ApexHours
  Salesforce Apex Hours 
    #SalesforceApexHours

Salesforce Community (Site) Methods

Some time we need to override Salesforce community login page in that case we need to to write custom code to create user , login, forget password etc. For that we can use the below salesforce predefined function :-

  

Login Function :-

If we need to login in salesforce community then we can use below function :-

Site.login(username, password, null);

Create User :- 

We can create two type for user for salesforce community :-

1) Portal user

2) Person Account Portal User

Please use below code to create simple portal user :-

String accountId = PORTAL_ACCOUNT_ID;

String userId = Site.createPortalUser(u, accountId, password);

Please use below code to create Person Account Portal user :-

String ownerId = OWNER_ID;

String userId = Site.createPersonAccountPortalUser(u, ownerId, password);

Change Password :-

public static System.PageReference changePassword(String newpassword, String verifynewpassword, String opt_oldpassword);

Forget Password :-

public static Boolean forgotPassword(String username);

Related link for all Site Method :-

https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_classes_sites.htm

Thanks,

Amit Chaudhary
Email :- amit.salesforce21@gmail.com

Custom login page for Salesforce community

Requirement :-

Some time we need to override salesforce standard login page with client login page in salesforce community. 

Solution :

Prerequisite :-  

1) Community should be Setup (for the you can refer my below blog ):-

http://amitsalesforce.blogspot.com/2014/12/how-to-setup-salesforce-community.html

2) Create A Visual force according to your company requirement

3) Create a controller for VF page. We need to use below code to login in Salesforce.

    

1.    global PageReference CustomLogin()   

2.    {  

3.      return Site.login(username, password, null);   

4.    }  

1. Once you create new community then click on Customize -> Communities -> All Communities, then from click on Force.com.
   
2. Then go to "Site Visualforce Pages". And select you page.
3. Click on Edit button on community and add your Vf page in "Inactive Site Home Page" and Save.
   
4. Click on "URL Redirect" 
   
5. Now add source URL (Ex. /Employee/login ) in Source URL text box and partial target URL in (Ex. /Employee/CommunityCustomLogin ) in Target URL text box and click save.
   

 Thanks,

Amit Chaudhary
Email:- amit.salesforce21@gmail.com

How to Setup Salesforce Community

Communities are a great way to share information and collaborate with people outside your company who are key to your business processes, such as customers or partners.

You can use Communities to:

• Drive more sales by connecting your employees with your distributors, resellers, and suppliers
• Deliver world-class service by giving your customers one place to get answers
• Manage social listening, content, engagement, and workflow all in one place

How to enable communities 

1. Go to Setup > App Setup > Customize > Communities > Settings
2. Enable the checkbox "Enable communities"
3. Register For Domain, Once enabled the communities it will ask for the domain name, show in picture. 

Creating Communities

1) Click Customize -> Communities -> All Communities, then click New Community.

2) Enter a community name. 

3) Enter a unique value at the end of the URL field.

Customizing Communities

You can customized following in community :-

Ø  Members

Ø  Tabs & Pages

Ø  Branding

Ø  Login & Registration

Ø  Emails

Ø  Miscellaneous

(I) Member :-

1. Once you create new community then click on Customize -> Communities -> All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Click on “Members” tab
3. Once clicked on “Members” tab, it will show the screen as displayed in picture
4. Select profile whom you want to provide community access.

Once you add a profile or permission set, all users assigned to that profile or permission set become members of the community.

(II)Tabs and Pages :-

1. From Setup, click Customize -> Communities -> All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Now click on “Tabs and Pages”, it will show the screen displayed in picture
3. Select all tab which you want to show in community.
4. then Click on Save

(III) Custom Branding

1. From Setup, click Customize -> Communities -> All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Now click on “Branding”, 
3. From here you can customize your headers and footers (formats are mentioned in picture) (which will be displayed on the native screens, and depends if you’ve applied on custom pages/tabs) and color theme to the community
4. Then Save

(IV) Customize Login Page

1. From Setup, click Customize -> Communities -> All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Now click on “Login Page”, 
3. Now you can give your company logo in login page. Whenever user open your community link, then you can show your company logo in header and show your content in footer.
4. Then click on save

(V) Customizing Communities Email

1. From Setup, click Customize | Communities | All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Now click on “Emails”, 
3. From here You can customize email sender information, Chatter email branding, and templates in your community emails. You can perform customizations in either the user interface or the Network object in Salesforce APIs.
4. Click on save

(VI) Customize Communities Miscellaneous Settings

1. From Setup, click Customize | Communities | All Communities, then from the drop-down button next to the community name, select Administration Settings.
2. Now click on “Miscellaneous”
3. Modify accordingly and click on save

Finally Publish It

View Global Header Permission Is No Longer On By Default

To enable View Globale Header permission you need to follow below step :-
1) Select profile
2) Select System Permission View Global Header
3) Then save.

Create New User

1.    Create a new account 

2.    Create a new contact record under newly created account 

3.    Open contact record and click on “Manage External User” and then click on “Enable Customer User” link, it will redirect you to user record    

4.    Click on Save button, 

NOTE :- Please ensure that the current logged in user should have a role to create this new user otherwise it will give you error.

Please do share your thoughts or problem you may face.

Thanks,
Amit Chaudhary
Email:- amit.salesforce21@gmail.com