The mobile app includes many of your org’s customizations, so it’s tailored to your business needs. Salesforce for iOS is available from the App Store, and Salesforce for Android is available from Google Play. The Salesforce mobile app is included with all Salesforce orgs.
What can I do with the Salesforce mobile app?
The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.
What is a community in Salesforce?
Multiple communities can be created in a Salesforce org to address different purposes Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases.
How to enable connected apps in Salesforce 1?
Enabled the Salesforce1 at the profile level and some of the connected apps also enabled by itself. Please advise on this. This is controlled by the associated connected app setting. If it's prompting the user *every time*, double check your connected app settings and try changing it to one of the above.
What is the difference between Salesforce community and lightning community?
Community is a space for an org to connect with people (i.e. internal users, partner users and external users). Lightning Community uses Single Page Application (SPA) as the underlying principle as it runs on the Lightning Component framework. Salesforce org data is shared externally using communities and vice versa.
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.
How do I make my Salesforce community active?
To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.
How do I create a mobile app in Salesforce?
0:517:19Demo - Building Mobile Apps with Salesforce Platform - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe book goes through step by step on how to set up the application create the environment configureMoreThe book goes through step by step on how to set up the application create the environment configure the app and deploy it to the mobile devices.
How do I manage a community in Salesforce?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community.
What is Salesforce community portal?
Salesforce Community Portal helps the organization to build brand community spaces. In other words, information sharing portals for users in which they connect, collaborate, and get work done.
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 kind of apps can you build with Salesforce?
Salesforce provides standard apps such as Sales and Service. You can also build your own on-demand apps by grouping items into new custom apps.
Is there a mobile app for Salesforce?
Salesforce Mobile App for iOS or Android Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more. The Sales Cloud mobile app is the best way to make more sales and stay connected to crucial data no matter where you are.
What is an app in Salesforce?
Apps in Salesforce are a group of tabs that help the application function by working together as a unit. It has a name, a logo, and a particular set of tabs. The simplest app usually has just two tabs. There are two types of Salesforce Applications: Standard Apps.
How do I open a community portal in Salesforce?
To setup the communities, the very first thing you need to do is enable the communities in the org. Once the communities are enabled in the org, then you can create multiple communities in the same org and each community can be different from each other and independent.
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.
What is lightning community in Salesforce?
Salesforce Lightning Communities are best in regards to sharing information and collaborating with your business partners and customers. They provide a framework i.e. Lightning Community Builder to create branded sites with minimal efforts.
Community Templates
Customer Service ( Napili ): A powerful, responsive self-service template that lets users post questions to the community, search for and view articles, and contact support agents by creating cases. Supports Knowledge, Cases, and Questions & Answers.
Community Builder
After creating the lightning community, click on the ‘Manage’ link present against the community name to open the community builder. You can customize lightning communities in Community Builder in the following ways:
Key business problem
We wanted our participants to fill out a program application, and we wanted to collect and update their information in Salesforce. We also wanted to limit the application to only those who had previously attended an information session and had gotten a specific code.
Background
New Leaders is a professional development and leadership training nonprofit organization for school administrators, principals, and teachers. We combine virtual on-demand learning with in-person training sessions (when it is safe).
How I solved it
I created an application that fits seamlessly into our Salesforce Community and restricts those who can apply to only people who have a special code using Flow.
1. Outline what information you need to collect
In the external survey tool that we had been using, the application had been revised and changed for specific cohorts, so we had multiple variations of the same questions.
2. Outline the flow of the flow
Now that I knew what was going to be shown to the participants, it was time to think about what was going on behind the scenes. Here’s my step-by-step:
4. Start building the flow
This is my minimum viable product stage; I find what is simple or easy and do that. I focus on not getting bogged down in details like complex validation rules or custom automation. This is about getting elements on the screen to test.
5. Test, fix, test, fix, and test again
Since the intended use of this flow was in a Community, I created multiple testing scenarios to account for the special type of Community users that Salesforce has.
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.
Can a community delete pages?
Here are some things to keep in mind: Deploying a community can delete pages. Usually deployments are additive only, but when deploying the main components of the community, it overrides that structure completely. That means pages removed in sandbox will be removed from production.
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.
Build branded portals and communities in a snap
Use Experience Builder and templates to deploy your portal or community with drag-and-drop ease. Lightning Bolt offers industry-specific solutions with built-in business logic, workflow, and UI, so you can build for your use case without missing a beat.
Empower customers to manage their account quickly and easily
Give customers one branded destination where they can access information from back-end systems, apps, and records. Now they can perform tasks like paying bills, filing claims, and making appointments quickly, easily — and on their own schedule.
Get smarter self-service supported by all your CRM data
Out-of-the-box integration with Service Cloud provides seamless self-service that also gives customer service agents a 360-degree customer view. Give agents and customers the same information, so agents can solve cases more efficiently, and customers can get the answers they need faster than ever.
Create a richer customer experience with intelligent self service
Personalize every touchpoint and deliver intelligent content based on a customer’s profile information, interests, and activities with Experience Cloud Einstein. Make every customer a know-it-all by automatically surfacing the most relevant information with related Q&A.
