The Koa and Kokua templates are starting a phased retirement so from Summer ’17, you can no longer use these templates to create communities. Salesforce still supports existing communities that were built using Koa and Kokua, but we recommend that you work with
Full Answer
How to create a template within Salesforce?
- The first time you create a new letterhead, you will be given some information about letterheads. ...
- To create a new letterhead, click New Letterhead
- Click the checkbox next to Available for Use
- Type a label and a unique name for the letterhead and click Save
- Use the options to edit the header, body, and footer. ...
How to setup Salesforce community?
- Click Preferences.
- Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
- Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics
How to create custom community user in Salesforce with example?
How to create communities 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.
How to add custom fields in Salesforce community template?
if you want show product code and product family,product description,product currency then you need to create formula field in quote line item.and add this formula field in quote line item page layout then you can add this formula field in quote template list.
Which community template should I use Salesforce?
Salesforce supports existing sites built with Koa and Kokua, but we recommend migrating to newer templates. The new templates provide richer support for Salesforce Knowledge and case management, and they also receive updates and new features with each release.
What is Napili template in Salesforce?
Napili is a powerful Salesforce Self-service Community template that lets your customers get answers/ideas by posting questions to the community, and search for and view the articles. If they don't get any solutions/ideas they are looking for, they can submit a Case to Support.
How does Salesforce improve community performance?
Get Up to Speed with Lightning Communities.Develop Lightning Communities: The Basics.Customize the Look and Feel of a Lightning Template.Example: Build a Condensed Theme Layout Component.Develop Secure Code: Lightning Locker and CSP.Analyze and Improve Community Performance.Use a CMS with Your Community.More items...
What are communities in Salesforce?
What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.
What is community builder in Salesforce?
The Salesforce community builder can be used to customize the Community based on our business needs. The power of the community builder is that without doing any custom development, we can customize the Community branding very easily and quickly.
Where is community builder in Salesforce?
Accessing Community Builder To customize your community with Salesforce Community Builder, you need to click Customize>Communities>All Communities from Setup. Now click on Manage, which is next to the community name. Then click Launch Community Builder in Community Management.
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 the purpose of the ideas community choose 2 answers?
Allow Service Cloud portal users to post ideas by logging cases. Provide access to articles that answer questions around an idea theme. Comment on and vote for ideas posted by other community members.
Which tool can be used to analyze and improve community performance?
The Salesforce Community Page Optimizer analyzes your community and identifies issues that impact performance. Use the information to refine your design and improve community performance for your members. The Page Optimizer is a free plug-in available from the Chrome Web Store.
Why do we need communities in Salesforce?
Salesforce customer communities help organizations share relevant information, create a better customer experience, and increase engagement. Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals.
Why do you want to start a community group in Salesforce?
Types of Community Groups Industry Groups bring together customers who work in the same industry but have diverse roles and backgrounds and allows them to share best practices related to their customers' expectations, industry regulations and competitive environments.
What are different types of communities in Salesforce?
An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.