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" Practical guide to salesforce communities : "
Philip Weinmeister ; foreword by Paul Stillmank.
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BL
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| Record Number
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851071
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| Main Entry
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Weinmeister, Philip
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| Title & Author
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Practical guide to salesforce communities : : building, enhancing, and managing an online community with salesforce community cloud /\ Philip Weinmeister ; foreword by Paul Stillmank.
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| Publication Statement
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New York, NY :: Apress,, 2018.
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1 online resource
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| ISBN
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1484236092
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: 9781484236093
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1484236084
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9781484236086
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| Contents
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Intro; Table of Contents; About the Author; About the Technical Reviewers; Foreword; Acknowledgments; Introduction; Chapter 1: Why Salesforce Communities?; Why Salesforce?; Why Communities?; Member Personas and Interactions; Business Data and Processes; User Experience; Why Salesforce Communities?; A Cross-Cloud Approach; Transformation, Innovation, and Enterprise Readiness; Recap; Chapter 2: Planning and Preparing for Success; Establishing a Vision; Verifying the Approach/Frame of Mind; Other Areas to Consider; Audiences; Data Sources and Types; Measuring Success with KPIs; Recap.
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Blending Member Groups Within CommunitiesMultiple Member Groups Within a Single Community; One User in Multiple Communities; Recap; Chapter 4: Community Template Types: Tabs, Visualforce, and Lightning; Template vs. Bolt; Introduction and High-Level Categorization; Overview and Assessment; Tabs; Visualforce; Lightning; Extreme Productivity for Noncoders; WYSIWYG Editor with Drag-and-Drop Control; Salesforce Lightning Design System; Focal Point for New Functionality and Innovation; Impact of Template Selection; Relevant Functions and Features; Ideas; Featured Topics; Flow.
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Chapter 3: Licenses and Member Groups: Employees, Partners, and CustomersLicenses for Salesforce Community Users; Community License Types; Standard Community Licenses; Legacy Community Licenses; Employee Licenses; Standard Licenses; Community License Functionality; Standard Communities Licenses; Employee License Functionality; Community License Application; Standard Salesforce Users; Customer Community Users; Partner Community Users; Associating Users with a Community; Disabling Community Users; User vs. Login-centric Licensing; Communities License Management; The Concept of Member Groups.
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Efficient Community CreationTechnological Foundation; Flexibility and Extensibility; Hybrid/Transitional Options; Recap; Chapter 5: Community Builder for Lightning Communities; Overview; Getting to Know Community Builder; Left Sidebar/Tabs; Components Tab; Theme; Colors; Images; Fonts; Theme Settings; Prebuilt Community Themes; Page Structure; Settings; General; Theme; Languages; Advanced; CMS Connect; Updates; Developer; Top Navigation Bar; Community Menu; Top-Level Community Navigation; My Workspaces; My Communities; Pages Menu; Builder Controls; View Mode; Help; Take a Tour; What's New.
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Help & TrainingBuilder Publication and Modes; Publish; Preview; Recap; Chapter 6: Pages and Components in Lightning Communities; Lightning Pages; Navigation Menu Bar; Lightning Components; Understanding Components within Communities; Component Placement; Component Positioning; Component Configuration; A Real-World Example; Headline; Rich Content Editor; Tabs; Tile Menu; Record List; Create Case Form; Review; Recap; Chapter 7: Setup and Administration; Setup; Initial Setup; Additional Communities Settings; Administration; Preferences; General; Community Management; Files; Members; Tabs.
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| Abstract
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Whether you are brand new to the world of Salesforce communities or you are looking to take your Community Cloud knowledge to the next level, this detailed guide will help you to build and manage a Salesforce community by leveraging the declarative power of the platform with clicks, not code. Each Salesforce community is a part of a widespread ecosystem, with thousands of communities and millions of users active today on Community Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. In this book, Philip Weinmeister, a Salesforce MVP and the first-ever recipient of the "Community Cloud MVP" Trailblazer award, leads you through the ins and outs of Salesforce communities and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. Practical Guide to Salesforce Communities is the first book to comprehensively cover this next-generation offering from Salesforce, providing real, actionable guidance to help individuals build effective and engaging online communities. The book takes you through the entire process: from planning and designing a community to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided of key components, templates, and features such as Community Builder, Audience Targeting, Lightning Bolts, and much more. Additionally, considerations and best practices are covered, including valuable tips and insights. What You'll Learn: Plan and design a community Conceptualize how employees, partners, and customers use and benefit from communities Assess available templates and make an informed selection decision Use Community Builder and Lightning components within a Lightning community template Apply topics and knowledge articles to a community to increase value and adoption Inject process automation into a community using Workflow, Flow, and Process Builder Create dynamic and personalized user experiences with audience targeting Build, export, and import unique templates with the Lightning Bolt solution framework Provide community data for members or community managers.
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Sales management.
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Salesforce (Online service)
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Selling.
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BUSINESS ECONOMICS-- Industrial Management.
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BUSINESS ECONOMICS-- Management Science.
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BUSINESS ECONOMICS-- Management.
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BUSINESS ECONOMICS-- Organizational Behavior.
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Sales management.
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Salesforce (Online service)
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Selling.
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| Dewey Classification
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658.81
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| LC Classification
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HF5415.5.W45 2018
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| Added Entry
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Stillmank, Paul
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