Slaesforce FAQ

how to imitate modern cloudland pages into salesforce community

by Adaline Pfeffer Published 3 years ago Updated 2 years ago

How to build a branded website with Salesforce Experience Cloud?

Build a vertical navigation menu. Build a custom search component. Add configuration properties to the theme layout component. Get Cloudy Consulting is a Salesforce SI partner that specializes in building custom Experience Cloud implementations for their clients. Cloud Kicks, one of their main customers, wants to create a branded site with:

What is Salesforce Community Cloud and how does it work?

Salesforce Community Cloud ( https://exploringbits.com/salesforce-community/) is an online social platform for companies to create branded sites connecting customers, employees, and partners with each other. It provides them the records and data they need to accomplish their work efficiently.

How to give Cloud kicks what they want with experience builder?

A custom theme layout component is the best way to give Cloud Kicks exactly what they want, because it can alter the structure of an Experience Builder template and override its default styles.

What are the key features of Salesforce community?

We will cover some key features like community builder, audience setup, knowledge in community, snap-chat and lightning bolt solution. What is Salesforce Community ? In 2019 we did one session on Introduction to Salesforce Community with Phil Weinmeister in ApexHours.

How do I clone a community page in Salesforce?

While it's not obvious, I was able to 'clone' a page in a Salesforce Community using the following steps:Open your Community in the Builder.Click the "Settings" gear.Click "Developer"Select the "Export a Page" tab.Select the Page you want to Clone/Duplicate and click the "Export" button.More items...•

How do I create a new page variation in Salesforce community?

Click Page Settings to edit a page's properties, such as its URL, layout, or variations. From Page Settings, click Page Variations to create alternative versions of a page and set audience criteria for the page's visibility.

Can you clone an experience site Salesforce?

You can't create, delete, or duplicate community sites in Site.com.

How do I add a VF page to a community in Salesforce?

On the Profile page, click Enabled Visualforce Page Access. In the Enabled Visualforce Page Access section of the Profile page, click Edit. In the Available Visualforce Pages list, select the Visualforce pages that you want to make available to this profile and then click Add. Click Save.

What is page variations in Salesforce community?

Salesforce page variations allow you to display different pages in your community based on the audience profile, location, or record type (see Personalization Using Audience Targeting in Experience Builder Sites).

How do I create a new community page?

Open Pages Menu, and at the end of the list click “+ New Page”.And now you have a choice, whether to choose a standard or an object page. ... From the list of objects, choose one which data you want to show in your community. ... Click “Create” and you get three new pages at one moment. ... Publish your changes.More items...

How do I clone data in Salesforce?

Open a record, and select the Clone or Clone with Related action. Clone with Related isn't available in the Salesforce mobile app. ... If you selected Clone with Related, select the related records that you want to carry over to the new record. ... Enter or change other information in the new record. ... Save the new record.

How do I clone multiple records in Salesforce?

6:239:40Clone Accounts and Related Records Using Salesforce Flow - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we want to make sure that they equal the account id of the account that was originally cloned.MoreAnd we want to make sure that they equal the account id of the account that was originally cloned. Off. And then we loop through and we do those same things with the loop.

Where is the clone option in Salesforce?

In new orgs, the Clone button is available on the Cases page layout by default. In existing orgs, add the Clone quick action to the page layout. Click Clone on an existing case. Enter or change any information for the new case.

How do I create a lightning community page in Salesforce?

Enable and Create Community in Salesforce Lightning | Getting start with CommunitiesClick Settings icon and select Setup.Type Communities in the Quick Find box, then select Communities Settings.Select Enable communities.Enter a unique name to be used as your domain name and click Check Availability.More items...•

How do I add a tab to a community in Salesforce?

Add Tabs to Your CommunityOpen Community Workspaces orCommunity Management.Click Administration | Tabs. ... Select the tabs to include in your community from the Available Tabs list. ... To add a tab, click Add. ... To change the order that the tabs display, click Up orDown. ... Click Save.

How do I create a custom community 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 is Salesforce Community ?

In 2019 we did one session on Introduction to Salesforce Community with Phil Weinmeister in ApexHours. In that session we provided an overview of Salesforce Community Cloud and dive into some of its most exciting features like Community builder, audience targeting and Lightning bolt.

How to Setup Salesforce Community?

Please check below recording to learn Step by step Salesforce process to setting up a Customer Community with Customer Service (Napili) Template

Content Layout in Salesforce Community

How to Create Custom Content Layout for Salesforce Communities with the help of lightning Component

Setup Communities Navigation Menu

Navigation bar in the Salesforce provides the liberty to go through different topics to browse and provides direction back to the home page of the community. Please check this recording to learn about “How to Setup Communities Navigation Menu”

Page Variations and Audience in Salesforce Community

Learn about how to setup Page variation and Audience in Salesforce. Audiences are sets of criteria used to define community member segments. Use them to keep your community members engaged by offering them personalized, relevant content in a customized community

Snap in Chat in Salesforce Community

Learn about how to to enable snap in chat in Salesforce use the same in Salesforce community.

How many communities can you build with a knowledge license?

With at least one Knowledge License, Public Communities are free. Build up to one hundred communities within an org. You need one Knowledge License to create the articles you want to share.

What is a sharing set?

A Sharing Set gives community users access to records that are associated with their accounts or contacts based on their user profiles.

What is community cloud?

Community Cloud is built on the trusted Salesforce1 platform. The robust and flexible security architecture of the platform is relied on by companies around the world, including those in the most heavily regulated industries — from financial services to healthcare to government.

Why use chatter?

A company can also use Chatter to create an internal social network across their organisation. Chatter provides a forum that allows anyone to share insights, propose ideas, connect teams, and provide direct feedback instantly. Community Cloud allows companies to create branded sites that connect customers, partners, ...

Can you use Community Cloud on mobile?

There are many options for using Community Cloud on a mobile device . Because Community Templates are fully responsive, it’s easy to provide a rich experience that can be viewed on any mobile device. For employee communities, your workforce has full access to Salesforce1.

Can you use Salesforce to deploy a community?

Yes. Salesforce can help you successfully deploy a community that is on a non-Salesforce portal, or even another community platform. We can also connect you with Salesforce partners who can help make the process easier. Connect with all the community cloud features.

What is channel visibility in Salesforce?

Channel visibility is one more factor that you need to implement the Salesforce Community Cloud. It is recommended to learn about it before you move to the actual Salesforce Community Implementation Guide.

Is Salesforce Community Cloud easy?

Salesforce Community Cloud seems to be simple if you don’t go in-depth. However, as it always happens with simple things, there are some finer details that you should know about before you start using it. So we’ll provide you with the most common Community Cloud mistakes that you need to be aware of before you move to the project realization. This info will help you invest your time and money wisely.

What is cloudy consulting?

Get Cloudy Consulting is a Salesforce SI partner that specializes in building custom Experience Cloud implementations for their clients. Cloud Kicks, one of their main customers, wants to create a branded site with:

How long does it take to create a trailhead?

Click Launch to open the Trailhead Playground in a new browser tab (login required). It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.

Can you change your domain name after you enable digital experiences?

Keep in mind that you can’t change your domain name after you enable digital experiences. Click Save, then OK. If you see a dialog asking to open a Salesforce page in a new tab, click Open. Now let’s set up a basic site.

Is the domain name the same for all sites?

The domain name is the same for all sites. You create a unique URL for each site when creating it by entering a unique name at the end of the URL. For example, if your domain name is UniversalTelco.force.com, and you're creating a partner portal, you can enter partners to create the unique URL UniversalTelco.force.com/partners .

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