Clearly powerful user-experience and clean user interface adds high user engagement. In person, we have spend weeks to leverage an impactful customer experience with Salesforce Communities
Salesforce introduced community designer and have fascinated me in person, I have been working on this platform for about three year, and I find this tool be very productive. I teamed up with +Harshit, and decided to write this blog post here explaining how to Salesforce Community Designer Tool released in Winter'15.
To explain a functionality, I am choosing a business scenario, covering business activity in an financial institution, and covering mundane activities like resolving credit-card/loans issues. My objective is to explain this all with no-code, and rather deal everything with 'Point and Click'.
1) Lets set up a developer org . sign up for an org from developerforce.com
2) If you are not familiar with communities, we recommend reading this setup guide here .
3) Knowledge articles is the soul for this whole set up. Get some coffee and go to this setup video here
Having installed Prerequisites (Note : three of mentioned resources, are mandatory) , we will look up Salesforce Community Builder and Templates, to set up Self-Service Portal
Navigate to Set up>Communities>All Communities
Note : As shown in picture above, two new additional setting are introduced as ‘Administration Settings’ and ‘Community Management’
Salesforce Community Templates
Primarily, three important templates available to jump start, but I would like to share the amenities, each templates offer, and make choice easier for you.
1) Kokua - Uses data categories, case and Salesforce Knowledge.
2) Koa- Designed for Mobile, features include, articles search and case management.
3) Napili- Offer most features, with Q&A, Knowledge Articles and Case Support. Clearly, I’ll use this template moving forward
Pickup template of your choice, In here, I have created a community named ‘FunCommunity’ as you can see in drop-down,
Setup Navigational Topics
Got to Community Setup shown as above and you will see salesforce settings screen similar to
one shown below
Go to (Setup -> Topics -> Topics for Objects) to bind topics to every knowledge article. Clearly, this make it easier to locate or navigate in the community
Screen shot below explains, how to add banner images for each topic. I have created three topics for here to demonstrate, Credit Card, Debit Card and Loan Processing
Assign Data Category
Locate arrow on top-right, to assign data-category for each topic, in the picture below
Every featured topics, pop as thumbnail on homepage, add feature topics here
With that said, you community portal has taken shape with pure configuration and 'no-code' involved. I am compiled these steps in a video and discussed some more feature(s). Feel free to provide us feedback and share your knowledge with us.