Salesforce customer communities are essentially support and self-service portals that allow customers to: Ask questions of customers and staff Participate in discussions with other customers
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How to setup Salesforce community?
- Click Preferences.
- Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and …
- Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics
How to create custom community user in Salesforce with example?
How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on New communities button . And enter name, description and url and click on create button.
What are the benefits of using Salesforce?
During this month’s Continued Professional Development (CPD) programme focus we will be discussing the benefits of adding Images into your Salesforce Instance, the different use cases where it can value and a demo of Sharinpix to understand how it could …
Why should we use Salesforce?
Why Visualforce is used in Salesforce ?
- Visualforce is used to create components that can be embedded into dashboards or accesses from their own custom tab.
- We can embed sections with in the detail page.
- Using visualforce we design visualforce page to display the activities for last 10 months and we can embed that section at the top of the contact detail page.
What can you do with Salesforce communities?
Salesforce customer communities are essentially support and self-service portals that allow customers to:Ask questions of customers and staff.Participate in discussions with other customers.Review other questions and discussions.Review published documentation.Find answers to questions through articles.Review FAQs.
What is a customer community Salesforce?
A Customer community is a kind of self-service portal that provides support and feedback (FAQs, articles, documentation, and discussions with other customers — for instance, using a Salesforce Success Community).
What are the features of a Salesforce community cloud?
Salesforce Community Cloud FeaturesBusiness Integration.Personalization.Customization.Branded Community.Mobile Optimization.Case Escalation.Knowledge Base and Q&A.E-commerce.More items…•
What is a customer community?
A customer community is defined as places or platforms for customers, experts, partners, and others to discuss a product, marketplace, post reviews, brainstorm new product ideas and engage with one another about a company’s products/services/brands.
What are the types of communities in Salesforce?
An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.
What is the difference between customer community and customer community plus?
Customer Community – Business-to-consumer communities with large numbers of external users. Enable customer self-service, extend business processes, and build deeper customer relationships. Customer Community Plus – Business-to-business communities for support and non-sales scenarios, such as eCommerce.
Is Salesforce communities the same as community cloud?
The Experience Cloud platform enables users to build more than just communities, but build forums, portals, help centers, sites, and mobile apps to manage your organizations’ content.
What is Salesforce employee community?
A Salesforce employee community allows employees to collaborate on tasks more efficiently. If a team member is weak in one area where another is strong, then they can discuss how to assign tasks according to strengths, all in one place!
What is a member based Salesforce license?
Member-Based – This license type is much like other standard Salesforce license types. It’s generally a higher fixed monthly amount per license, and the user assigned with it can log in as many times as they want to.
What is Salesforce Gold Partner?
As a Salesforce Gold Partner, we love to work with the whole gamut of Salesforce solutions. In particular, many of our technical consultants specialize in Marketing Cloud, Sales Cloud and Communities (among other things).
How many communities can an org have?
While each Org can have up to 100 communities, each with their own unique aliased domain name, the Org itself will have a default domain name that it uses for the base URL for all communities. This is a *.force.com domain like businessname.force.com.
Quickly set a up a self-service help center
Free up your agents from handling common questions or requests with a branded self-service help center. Easily embed knowledge articles and provide customers access to important data.
Quickly launch personalized portals and communities when your customers need them most
Build beautifully branded, mobile-responsive portals and communities quickly and easily using Lightning Community Builder. It’s the low-code way to get started with drag-and-drop ease, so you’ll be up and running in no time.
Simplify self-service with step-by-step processes and end-to-end workflows
Empower customers to resolve requests on their own — no agent required — by integrating Salesforce data into your portal and business processes. Want to check an account, pay a bill, or book an appointment? It’s all done in a flash.
Scale support with service embedded directly into your portal
With Service Cloud integration, customers can access an agent via chat or submit a case online. And agents have a 360-degree view of that customer’s activities in the portal. So agents work more efficiently and keep customers happy.
Help customers help themselves, and each other
Make it easy for customers to find answers in the community fast by automatically surfacing the information they need from multiple sources. Give access to groups, experts, and customer MVPs to keep them coming back.
Deliver a personalized customer experience using automation and chatbots
Give your customers answers in real time. With Einstein, you can fine-tune content based on customer profiles, interests, and activities by highlighting relevant articles, answers, and experts. Plus collect case details and handle FAQs on chat before transferring to an agent.
Self-Service Portal and Customer Communities by Service Cloud
Give your customers the self-service portals, discussion forums, and access to the answers they need quickly, anytime, and from their laptop, tablet, or mobile device. Empower your customers with Communities by Service Cloud.
What is Salesforce community?
Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers. It doesn’t stop there, however, as Salesforce’s CRM software further provides tools to benefit your business’s marketing efforts, commerce, service, and sales.
What is a partner community?
Partner communities are an all-encompassing destination for resellers and sales teams. By creating a single portal that provides all of the necessary information, collaboration, and company data, partners can work more efficiently and accurately to close in on the best business opportunities.
What do employees need to share?
Employees often need to share information and files, retrieve and read company announcements and documents, as well as manage projects. Rather than using separate platforms for these needs, an employee community takes care of this in one comprehensive portal.
Is Salesforce restricted to third party providers?
However, you are certainly not restricted to them, especially as Salesforce has a distinct style. There are third party providers who allow you to quickly and easily create engaging, user-friendly community experiences for your customers, partners, and employees using clicks, not code. 4. Users Take Control.
Is Salesforce community customizable?
In addition to streamlined workflow, Salesforce communities are highly customizable. Using the Experience Builder tool, you can adjust facets including access, and the theme of the portal to match your company’s branding.
1. Taking The Fall With The Team
There are times when a project will be rejected by the client since you have not met with the client’s requirements, but that’s part of life. Somedays you are appreciated, somedays you are criticized. When you lead a Salesforce team, don’t be someone who blames a specific individual who worked under you.
2. No Favoritism
Yes, you have a favorite Salesforce team member that you love. This team member of yours doesn’t fully understand the functions of Salesforce lightning. Your valued team member just moved from classic to lightning, and there is still a time when he understands the platform entirely.
3. Know Your Boundaries
Stop judging your Salesforce coworkers based on their past or personal life. Its none of business what the individual does in his own space. Yes, I am not saying that you should stop hanging out with them, but I am saying not to judge before knowing their story.
4. Resolve issues
Being a Salesforce team leader, your job is not giving instructions to get the work done. Your job is also to see that newcomers of salesforce are comfortable in the work environment.
5. Open To Ideas and Innovation
I am not saying that you have low thinking capacity, it’s just that sometimes our mind is blocked, and we can’t think of innovative ideas. So, this is the time when you call for an open discussion and welcome any creative ideas that you can take from the team.