Communities - Summa Technologies - philly tech week
- 1. Implementing Communities – Getting Started Dan Fowler | Solution Architect | Summa Technologies @danielhfowler @summa_tech
- 2. 2 Don’t be shy… +Ask Questions at any time… I’m competing with lunch! +I’m absolutely willing to talk later today or at happy hour.
- 3. 3 • High Impact, Business Focused, Technology Consultancy • 17 Year Track Record Delivering High Quality Customer Solutions • HQ in Pittsburgh, PA – Mid Atlantic and Great Lakes regional footprint • 190+ Employees – Annual Recognition “Best Places to Work” Summa Overview
- 4. 4 Communities Overview ‘Space to share information and collaborate with people outside your company.’
- 5. 5 Communities Overview Customer Community + Self-service for Cases, KB, Answers, Ideas + Authenticated and Unauthenticated Access + Collaboration with Chatter + File sharing + Access to up to 10 Custom Objects + Salesforce Identity Partner Community + Only Authorized Users + Lead & Opportunity Management + Quoting & Orders + Campaigns + Content + Reporting + Dashboards + Chatter
- 6. 6 Login Licenses +Purchase monthly ‘bucket’ of logins +A ‘login’ is consumed when a User logs into the Community +Good for high volume or large user base +Logins expire at end of every month Community Licensing
- 7. 7 Community Licensing Member Licenses +User has dedicated license +User has unlimited logins +Good for small user base of consistent users
- 8. 8 +2 Options Basic: Site.com Custom: Force.com Branding and Configuration Options
- 10. 10 +Basic Branding using Site.com Colors, Logos, Login Screen Good for less-technical users and basic needs Reusable pages, drag & drop, pre-made forms Customization and Branding Option 1
- 12. 12 Highly Customized Branding Example
- 13. 13 + Custom Branding using Force.com Sites Custom pages and actions using VisualForce and Apex Controllers Developers will be needed for any custom pages Customized landing pages, error pages, private VisualForce pages Utilize Apex, API Customization and Branding Option 2
- 16. 16 Tips and Lessons Learned
- 17. 17 +Don’t have an ‘empty bar’ +Plant seed content +Plan for someone to be responsible & listen +Connect to a business process or customer need +Empower Internal and External Champions Community Moderation and Management
- 18. 18 +To expose Articles to Un-Authenticated Users +Must install PKB from AppExchange (free) +A lot of custom VisualForce development is needed to make it accessible to unauthenticated Users Public Knowledge Base (PKB) Issues
- 19. 19 +Customers that self-register will be related to the same Account +May create duplicate Contacts. A trigger was created to resolve this. +A lot of custom VisualForce and Apex code was needed to get this to meet project specifications Self-Registration Issues
- 20. 20 +Not unified: Internal Users have to switch from Public to Internal Chatter interface +Each Community has its own set of Chatter Groups and Feeds +Staff posts to Groups in the Community do not show on Internal feed +Posts on records shared with Customers can be shared with the Post Visibility selection +Internal Users will see when a Community User posts on a record Chatter Considerations
- 21. 21 +Salesforce Demos sets high expectations for customers +Documentation has not completely caught up to current release Google ‘Salesforce Communities’ and you still get a lot of ‘Portal’ +Conduct a Communities-only workshop/discovery session to get requirements +Partner Communities with lower requirements have been much easier Uncategorized Thoughts