Slaesforce FAQ

how to edit branding set salesforce community template

by Leonie Watsica IV Published 2 years ago Updated 2 years ago
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From Setup, enter Salesforce Branding in the Quick Find box, then select Edit. Customize the brand color for key user interface elements, including the header, click or enter a valid hexadecimal color code. To customize the background color of the loading page, click or enter a valid hexadecimal color code.

To create or edit a branding set, select it and the attributes you want to bundle. Open the Theme panel and select Manage Branding Sets. Choose the branding set to edit, or create one. All of your changes are associated with the selected branding set.

Full Answer

How to customize the branding of the salesforce app?

Customize the loading page logo, by clicking Choose File to upload an image e.g. .jpg, .gif, or .png files up to 200 KB. The maximum image size is 460 pixels by 560 pixels. Click Save. In conclusion, it’s highly advisable to consider the following tips when customizing the branding of the Salesforce App:

How do I change the color of my brand in Salesforce?

From Setup, enter Salesforce Branding in the Quick Find box, then select Edit. Customize the brand color for key user interface elements, including the header, click Select a color or enter a valid hexadecimal color code. Customize the background color of the loading page, by clicking Select a color or enter a valid hexadecimal color code.

What permissions do I need to enable Salesforce branding?

If users of the Salesforce mobile web want to see the custom branding, Documents must be enabled for your organization. Also, for Salesforce for Android and Salesforce for iOS, users must have “Read” user permissions on Documents. My Domain needs to be enabled before you start the Salesforce Branding.

How to customize Salesforce tabs + Visualforce sites?

Enable the App Launcher in Experience Builder Sites Customize Salesforce Tabs + Visualforce Sites Add Tabs to Your Salesforce Tabs + Visualforce Site Rename the Chatter Tab Brand Your Salesforce Tabs + Visualforce Site

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How do I change the community logo in Salesforce?

From Setup, enter All Sites in the Quick Find box, then click All Sites. Next to the name of your site, click Workspaces....To change the logo, select whether the image is a file or URL.If you're using a file, choose the logo from your file system. ... If you're using a logo at a fixed URL, enter the location.More items...

How do I change the structure of a community in Salesforce?

Required Editions and User PermissionsIn Experience Builder, open the page's properties. Click beside the page on the top toolbar, or click. ... In the Layout section of Page Properties, click Change. ... Select the new layout. ... Click Change.

What is branding set in Salesforce?

Branding Sets are bundled collections of images, fonts, and colors that can dramatically and dynamically change the look and feel of your site. You manage branding sets in the Experience Builder's Theme panel. If you're using a pre-built theme, the branding set doesn't affect the header and hero areas of your site.

How do I change my logo in experience builder?

In Experience Builder, open the Theme panel and click Images. In the Company Logo area, click the image upload icon. Click Upload Image. Locate the logo on your local drive, select it, and click Open.

How do I update a community page in Salesforce?

Update Community Home PageFrom Setup, in the Quick Find box, enter Communities , and then select All Communities.On the All Communities page, click Builder next to the community where you want to update the home page.On the Home page, drag the Action Plan Templates List component onto the page.More items...

How do I edit custom components in Salesforce lightning?

From Setup, enter Components in the Quick Find box, then select Visualforce Components and click the name of a custom component to view its definition. From the detail page, you can do any of the following: Click Edit to edit the custom component. Click Delete to delete the custom component.

What is brand editing?

The Branding Editor provides a centralized place to customize and then preview the changes that you make to the branding properties in your site.

How do I brand a community in Salesforce?

To create or edit a branding set, select it and the attributes you want to bundle.Open the Theme panel and select Manage Branding Sets.Choose the branding set to edit, or create one. ... (Optional) Experience Builder can generate a color scheme for you when you select Generate Palette from Image in the Colors panel.More items...

How do I add a brand to Salesforce?

You can choose one of the built-in Salesforce themes, or create your own custom themes with just a few clicks....Brand the OrgFrom Setup, enter Themes in Quick Find , and choose Themes and Branding.Click New Theme.Under Branding, change the image to your organization's logo.Click Save and Activate.

How do I change the logo of a logo in Salesforce?

Lightning Experience:Click the Gear icon.Click "Setup"On your left panel, expand "Apps"Click "App Manager"On the right, click the drop down arrow next to the App that you want to edit.Click "Edit"Under "App Details & Branding", click "Clear" below the logo preview box.Click "Upload"More items...

How do I edit an experience builder page?

Edit Pages and Components in Experience BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.To open the Components panel, click . ... Drag the required component from the Components panel onto an editable area of the page.More items...

How do I change a community name in Salesforce?

So be sure to inform your members before changing the name or URL. Open Experience Workspaces. Click Administration | Settings....Edit your settings as needed.Select. next to the site you want to change, and make your changes. ... Manage the status of your site.Change the template.

The Key to Brand Success

Your brand is the defined version of your customer experience. Physically, it’s how your customers identify you. Emotionally, it’s how they connect with you. But good brands don’t just happen, they are created.

The Benefits of a Strong Brand

Learn how partnerships allow manufacturers to scale revenue growth beyond what’s possible with direct sales alone.

How to Create a Salesforce Community Brand Kit

To create a brand kit for the Customer Service Template for a Salesforce Community, we recommend the following assets be on-hand when creating your community.

Tools to Help You Brand Your Community

If you do not have all the defined assets, then you have a little room to play!

Component-Level Audience Targeting

Now that you know how to direct audiences to specific portal pages, you’re probably thinking, “More! I want to do mooooore!” Well, that’s what Maria was thinking as she started brainstorming on how to personalize pages even more.

Audience Targeting with Branding Sets

After page and component targeting, Maria sets her sights on branding sets. Branding sets in Experience Builder control colors, images, and fonts in a site. Let’s say, for example, that Maria wants to upload an image congratulating Chicago on the Cubs’ World Series win.

Considerations for Using Criteria-Based Audiences

Criteria-Based Audiences are a great way to target specific members of your site with the right content. As you work with them, though, there are some things to consider.

Recap

Look at how much you’ve accomplished! You created a bare-bones portal, added users, created page variations and audiences, and assigned said audiences to pages, components, and branding sets. Now go forth and use all this newly learned info to make smashingly fabulous sites and portals with information that is targeted to specific audiences.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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