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Build a simple Salesforce Community and give access to External Users

February 27, 2017 / 7 Comments on 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.
  • 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

  • Max Community Users:

  • 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!
    • 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!
  • 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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