Sunday, 9 November 2014

Learn how to use Salesforce Communities Designer for Self Service Portal



Salesforce community portal have been in use for long time, but was limited in offering pleasant features and specially custom configuration. To introduce as new feature, lot of additional works needs to be done, both from development and design perspective, which include using HTML, CSS and Javascript on top of Visualforce.


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'.

Prerequisites

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




Bind Topics

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    




Featured Topics

Every featured topics, pop as thumbnail on homepage, add feature topics here




Video Summary

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.




Introducing Lightning Base Components

Lightning Base Components are great addition to the platform and in fact revolutionary .One of the concerns around lightning component ...