What is a Salesforce Customer Community?
- Shared Information. Customers can find all the information they need in your Community. …
- Better Customer Experience. Customers can connect with and collaborate within your Community. …
- Increase Customer Engagement. By creating a space that is designed to suit the needs of your customers, you incentivize customer engagement.
Table of Contents
How to set up Salesforce customer community?
Salesforce org data is shared externally using communities and vice versa. Visibility of data in communities can be controlled using profiles and permission sets. Multiple communities can be created in a Salesforce org to address different purposes . Community Templates. Customer Service (Napili ): A powerful, responsive self-service template …
What can a Salesforce community do?
Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.
How many customers does Salesforce currently have?
The number of Salesforce customers are 92,516 in the USA and it covers all the industries like software services, manufacturing, financial services, real estate, and others.
How would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone …
What is the difference between customer community and partner community in Salesforce?
Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.
What is a community customer?
A customer community is an online or physical space for customers to connect on a regular basis to have conversations, answer questions, and share ideas and information. “A customer community can take many forms, said Nicole Saunders, the Senior Manager of Communities at Zendesk.
How do I create a customer community in Salesforce?
Create Community User ProfileFrom Setup, in the Quick Find box, enter Profiles , then select Profiles.On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile.More items…
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.
Who uses Salesforce communities?
Companies using Salesforce Community Cloud for Customer Experience include: Walmart Inc., a United States based Retail organisation with 2300000 employees and revenues of $572.75 billion, AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA …
What is a benefit of a customer community?
But, that’s just one key aspect of what a customer community can do for you. Establishing a customer space can enable you to better engage them, improve retention, and help them continuously see results using your product or service, while allowing you to grow your business as well.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
Who can see what in Communities Salesforce?
Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can’t access records.
How many community users we can create in Salesforce?
You’ll need to add an account. This should be a generic account for all of your customer community users. Each account can have a maximum of 10,000 customer community user contacts living under it.
What is purpose of community in Salesforce?
Salesforce customer communities help organizations share relevant information, create a better customer experience, and increase engagement. Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals.
Why is Salesforce community important?
Developing a Salesforce community is a good way to introduce your brand to new businesses and build brand loyalty in your industry. An interactive community that engages your audience is important.
What is cloud community?
An employee cloud community provides automated tools to help the employee perform better. It can consist of training documents or videos, encourage peer-to-peer interaction, expose HR functions, and provide tools for collaboration.
What is a partner community?
The partner community is a portal with information on your company and resembles an extension of your sales department. Potential partners can get access to sales and promotional materials. For example, they can also connect with your sales teams and receive product pricing, product availability and product support.
Redefining the Customer Experience
If you’ve read our previous blogs, you probably heard us talk about the Customer 360-degree view. With Salesforce, all your relevant information and data are synced in one place. Community Cloud’s primary function is to use this data to improve your customer’s or partner’s experience when dealing with your organization.
What are the different types of Community Licences?
There are a few different options when it comes to licensing in Community Cloud. Depending on what the purpose of the community is will determine the license type. Below is a list of the different license types.
Common Use Cases
This is a brief overview of the 3 most common use cases, we will cover these more in later blog posts.
Features and benefits of Community Cloud
Files ConnectOne thing to mention here is Files Connect. This feature is what is used to integrate 3rd party files (Microsoft OneDrive, Google Drive, etc) to salesforce, which gives users instant access to them on mobile and social devices. This means that you can share files with customers instantly.
Takeaway
To conclude, if you want to improve your relationship with customers, partners, and employees, then Community Cloud is for you. Here are some of the key takeaways you should keep in mind when you are considering Community Cloud:
What is Salesforce customer portal?
Salesforce.com Customer Portal provides customers with an online channel to communicate with customer executives and solve their issues. They help to streamline communication and provide easy and fast solutions. Portals are also helping companies to provide 24/7 support to their customers regardless of time zones and geographic shortcomings.
What percentage of people prefer self service portals?
According to research done by Nuance, 67% of people prefer to use self-service portals instead of getting on a call or emailing with company employees. Portals not only changed the way users interact with the companies but they also gave users a chance to learn and explore things on their own.
What is CRMJetty?
CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for a right portal solution for your company, then you can choose from our wide range of solutions for Salesforce, Dynamics, and more. We have served in this industry for a decade and have built many Salesforce portals like customer portal, self-service portal, non-profit portals, etc. Get in touch with us and we’ll help you kick start your journey towards communicating better.
Why are community clouds important?
Community clouds are taking over the market due to its high scalability, no coding requirements, libraries filled with rich scalable templates, easy third party integrations, and custom made components, and more. You can build communities based on the entities you interact for different purposes.
Can you build a community based on Salesforce?
You can build communities based on the entities you interact for different purposes. Now let’s look at the differences between Salesforce customer portal and Communities: Portals and community clouds have the same structural features but differ in the way people interact with them.
Do portals support chatter?
While on the other hand, portals don’t support Chatter. – Communities are visually appealing and have easy to navigate user interfaces while portals’ user interface might look a little outdated. – Cost-wise portals are reasonable as compared to Salesforce community cloud.
Is Salesforce replaced by Community Cloud?
Even today Salesforce portals are the most searched and most used products. But, over the course, they will soon be replaced with Community Cloud. So if you are a company using a customer portal for a few years now, then it might be time to start looking to switch to community cloud.
Cesar Castro
As customer communities continue to evolve, companies are embracing the benefits they can bring beyond peer-to-peer support forums, such as product ideas and brand advocacy. When establishing a community as part of your digital customer service, it’s a given that you’ll hire staff dedicated to the day-to-day management. But don’t stop there.
1. Identify the key internal roles important to your community
Encourage your employees to swoop in from any department and take on specialized roles in the customer community. These range from customer support to feedback and more.
2. Create a training or enablement plan
Because you’re engaging the customers in a public, social environment, your words are your biggest strength, and it’s not the same as emailing or talking one-on-one. Written communication with customers in an online community calls for a specific tone and style, especially when discussions are visible to the public and can be found in the future.
3. Line up executive sponsorship
Executive commitment is critical for the long-term success of your community. When executives step in, they signal to employees that the community is a worthy and important venture.
4. Make it fun to join
To rally employees and recognize their contributions, take a page from gaming and apps by making the experience rewarding.
How to create customer community user in Salesforce
Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.
How to create partner community user in Salesforce
Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.
