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Build a simple Salesforce Community and give access to External Users
Still studying for the Sales Cloud Consultant certificate. Chapter 8 of the Study Guide is about Communities and Site Management, so why not dig deeper into this subject and build a Community!? Here we go!
The first part of this post is mainly about Communities, its License models
- Communities are branded online spaces that allows you to connect with your employees, customers and partners
- It is a way to leverage the information that your customer and your employees have to work together
- Example of a well-known Community: Salesforce Customer Success Community… I am sure many of you are already contributing to it!
- A Community can target your Customers, your Partners or even your internal Users. It can also target more than 1 of these user types.
- An example of an internal Community is a company intranet portal, where Employees can use chatter, ask questions, check Articles, share ideas, open internal Cases… etc.
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An example of a Community for your Customers:
- Support community: where customers can check your Articles, ask questions, open cases…etc. (Customers and Employees can be part of such Community)
- Event Registration Community: chatter, events, Registrations, Q&A, Articles, Ideas…
Steps to build Communities:
How Communities work?
- Communities live inside Salesforce org, and allow you to give external members access to subset of yoru date.
- Access is controlled through community profiles and roles that integrate with your Security model
- The external contact will also be Users of your Org.
- Community Licenses are a special type of Licenses. They are listed below.
- Developer Edition has 5 License count of the below Community licenses
License | Use | Example |
Customer Community – Named User based – Login count based |
B2C Communities with high volume of users – Max 10M Users |
Communities where you can access knowledge articles, or QA for Products and Services |
Customer Community Plus – Named User based – Login count based |
B2C or B2B Communities for Support and non-sales scenario – Max 1 M User and 500K Account Roles |
All above +Role Hierarchy +Sharing +Delegated Admin +Reports & Dashboards |
Partner Community – Named User based – Login count based |
B2B Communities with Access to CRM Data and PRM features – Max 1 M User and 500K Account Roles |
All above +CRM |
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Max Community Users:
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Login vs. Named Users Licenses.
- Member based (Named Users): Each user consumes a License
- Login based: monthly pool of Licenses – you are paying baed on the number of Logins you consume!
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Login based is based on a 12-month usage, if 100 logins per month, you can have months more than 100.
- To know the logins, install AppExchange package: Salesforce Community Management.
- Another App: OSF License Optimizer to re-assign user to the right license based on usage, if you have a mix of license types.
- Careful: No Migration across license Type! Make sure to pick the right license from the start!
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Make sure you choose an adequate Domain name:
- mydomain.force.com/communityname
- once you choose a domain name, it cannot be changed
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