Slaesforce FAQ

how to pin a component salesforce community

by Laurianne Kutch Published 3 years ago Updated 2 years ago
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Start by enabling post pinning for your org. Go to Setup > Chatter Settings, and select Allow post pinning. After post pinning is enabled, admins, group owners, and group managers can pin posts.

Full Answer

How to extend Salesforce to customers with the correct licenses?

Extend Salesforce to Customers with the Correct Licenses Migrate Peer-to-Peer Conversations to Your Experience Cloud Site Enable Upvotes and Downvotes Edit a Stream in an Experience Builder Site Threaded Discussions in an Experience Builder Site Assign an Audience to a Page Variation Add Tabs to Your Salesforce Tabs + Visualforce Site

What are the pre-built components of Salesforce Visualforce?

Salesforce provides a library of standard, pre-built components, such as <apex:relatedList > and <apex:dataTable >, that can be used to develop Visualforce pages. In addition, you can build your own custom components to augment this library.

What are the best practices for campaign marketplace in Salesforce?

Best Practices for Campaign Marketplace Extend Salesforce to Customers with the Correct Licenses Migrate Peer-to-Peer Conversations to Your Experience Cloud Site Enable Upvotes and Downvotes Edit a Stream in an Experience Builder Site

How to enable Salesforce knowledge in your experience?

Enable Salesforce Knowledge in Your Experience Cloud Site Create Lead Record Types for Lead Distribution Configure Lead Distribution in Partner Central Lead Distribution Reports Customize the Device Activation Email Template Google Analytics™ for Salesforce Communities Package Create Page Layouts for Deal Registration

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

Configuring communitiesNavigate to Setup > App Setup > Customize > Communities > All communities.Click New Communities.Select Customer Service (Napili).Click Get Started.In the Name field, enter a name for the community. ... Click Create.Click Administration.Click Activate Community.More items...

How do I pin something in Salesforce?

Just click the pin icon next to the name of your list view. If you'd like to pin a different list view, navigate to that list view and select the pin to change your setting. Each user can pin their own list view, giving your users more control over their Salesforce experience.

How do you pin a tab in Salesforce?

Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".

How do I add a component to an app page in Salesforce?

Let's get started!From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. ... Drag the List View component into the first region.More items...

How do I pin an object in Salesforce lightning?

1:021:59Pin Objects in Classic to Improve LEX Search Results | SalesforceYouTubeStart of suggested clipEnd of suggested clipSearch similar to lightning on the left side we have a list of objects. And on the right side theMoreSearch similar to lightning on the left side we have a list of objects. And on the right side the search results we'll pin the report object by hovering over it and clicking the pin.

What does pinning do in Salesforce?

1. Pinned List Views. First up, we have Pinned list views. This simple but effective feature was delivered in Spring '19 and allows individual users to select which list view appears first when they select an object.

How do I customize tabs in Salesforce?

Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...

How do I create a lightning component tab in Salesforce?

Create a custom tab for this component.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Component Tabs related list.Select the Lightning component that you want to make available to users.Enter a label to display on the tab.Select the tab style and click Next.More items...

How do I organize tabs in Salesforce?

Add Tabs to an App's Navigation MenuFor Classic Interface, you can add a tab by clicking the + tab and then clicking the Customize My Tabs button. ... You can use the 'Up' and 'Down' buttons to organize your tabs as you need them and click Save to see your changes.

How do you add components to a lightning page?

Create a Component to Use in the Lightning App BuilderClick the gear icon ( ... In the Developer Console, select File > New > Lightning Component.Name the component IndicatorBadges , select Lightning Record Page, and select Submit.Replace the contents of the component with this code: ... Click File > Save.

How do I add Aura components to a page?

Create and Add an Aura Component to the Record PageIn the Developer Console, select File | New | Lightning Component.For the component name, enter MyContactList .Check Lightning Record Page and then click Submit.Add a reference to the Apex controller, controller="MyContactListController" , on the aura:component tag.More items...

How do you add a LWC component to a record page?

How To Add LWC To Record PageGo to the record page you want to add the LWC to. If you want to add an LWC component to the account record page navigate to an account record. ... Edit the Metadata for the LWC component. To make a Lightning web component available for record pages we need to edit the associated metadata file.

What is a component's configuration file?

A component’s project folder must include a configuration file— <component>.js-meta.xml file —that defines the metadata values for the component. To use a component in Experience Builder, edit the file to define the component’s design configuration values.

How to add custom icon to drag and drop?

To define a custom icon for a drag-and-drop component, add an SVG resource to your component’s folder. If you don’t include an SVG resource, the system uses a default icon () in the Components panel.

Can you view the same component in Community Builders?

Once you implement the interface you can view the same component in Community Builders component Option.

Does Salesforce give status notification?

Once you publish the web site Salesforce will give you status notification along with URL and you can use that for your business process. For more information kindly refer the following Salesforce Article.

Update the Navigation Menu

Click the gray bar across the top to reveal the Navigation Menu component.

Adjust the Content Security Policy

Content Security Policy (CSP) is a web standard that defines rules to control the source of content that can be loaded on a page. All CSP rules work at the page level, and apply to all components and libraries. Adjust the CSP to allow Chat Agent to run on this site.

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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Update The Headline

  1. Click the selector and select Builder.
  2. Click the Headline component.
  3. Update the headline as follows.
  4. Click Xto close the Headline editor.
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Update The Theme

  1. Select the Theme icon.
  2. Click Colorsto expand the menu.
  3. Adjust the colors as you see fit.
  4. Click the left-facing arrow next to Colors to contract the menu.
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Update The Navigation Menu

  1. Click the gray baracross the top to reveal the Navigation Menu component.
  2. Click Edit Default Navigationfrom the menu on the right.
  3. Click + Add Menu Item.
  4. Enter these details.
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Add The Chat Snap-In and Article Components

  1. Select the Components icon.
  2. Enter Embedded Service Chatin the components search bar.
  3. Select Embedded Service Chatand drag it to the right sidebar, beneath the Ask a Question component.
  4. The Can’t Access Resources pop-up window will appear. You’ll adjust the Content Security Po…
  1. Select the Components icon.
  2. Enter Embedded Service Chatin the components search bar.
  3. Select Embedded Service Chatand drag it to the right sidebar, beneath the Ask a Question component.
  4. The Can’t Access Resources pop-up window will appear. You’ll adjust the Content Security Policy later. Click OK. Note: Don't see the pop-up? Check your browser. If you're using Mozilla Firefox, try...

Adjust The Content Security Policy

  • Content Security Policy (CSP) is a web standard that defines rules to control the source of content that can be loaded on a page. All CSP rules work at the page level, and apply to all components and libraries. Adjust the CSP to allow Chat Agent to run on this site. 1. Select the Settings icon. 2. Select Security & Privacy. 3. Click the Strict CSP drop-down and select Relaxed CSP: Permit Acc…
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Publish Your Site

  1. Click Publish.
  2. On the Publish Your Site confirmation screen, click Publish, then Got It.
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