Employee Community

Employee CommunityAjay Dubedi

Salesforce Expert

www.cloudanalogy.com

Introduction To Community:Salesforce Community is a great platform for sharing information and collaborating with the people who can help the company enhance their business by Using Salesforce Community. All those people who are essential for completing the business goals that are set by the organization can collaborate with each other.

Benefits of using Salesforce Community:

Improves Service:Salesforce Community will help the organization in connecting with the customers.Therefore It would be easier to understand the customer requirement Which will result in providing better services to customer.

Enhance Sales:Because by using Salesforce community it would get easier for the Employees,distributors and resellers to communicate with each other therefore it Will drive more sales which will eventually result in more profit for the organization.

Employee Community


Employee Community

Types Of Communities in Salesforce:

There are basically two types of communities in Salesforce which are as following:1.) Internal Community2.) External Community

Before we go into the details of Employee Community it will be great if we have basic knowledge of Partner community and also the major differences between Employee Community and Partner Community.

Introduction to Internal Community:The Internal community is used for the members who are directly part of the organization i.e. Employees.

Introduction to External Community:External Community is created for the users who are not directly part of the organization.


Employee Community

Types of External Community:

1)Partner Community:As we all know the partners are not directly part of the organization but still they are very important for enhancing the business of organization. Therefore Salesforce has Provided this platform of Partner Community where you can interact with your partner and also provide limited access of your org according to your requirement.

2)Customer Community:Just like the partners Salesforce has provided a platform for customers as well.Using this platform an organization can interact with their customers.

● This helps them in solving the customer’s problem.● It also helps them in understanding customer’s requirement.

So all and all it will help the organization in enhancing their business.

Communities User Licenses:Every organization needs to have valid licenses for creating communities. The type of community that an organization can create depends On the type of license that they possess. It also defines the number of communities that an organization can create.


Employee Community Types Of Community User Licenses:Salesforce has divided community user licenses basically into two parts which are as following:

Internal User License:Employee Community is an internal user license which has access to 10 custom objects and tabs.It also has access to Accounts and Contacts. External User License:There are 3 types of external user licenses which are as following:1)Customer Community:This community is best suited for the organization which has large number of external users.A customer community can hold up to 7 millions users.2)Customer Community Plus:This community is best suited when there are unlimited number of logins for managing customer support.3)Partner Community:Partner Community is best suited for B2B Communities.The users of Partner Community can Read,Create, and Edit the Salesforce standard objects such as accounts,contacts and assets.Partner Community users also have access to send email and workflow approvals.


Employee Community

Limitation On the Number Of Users:There is a limit on the number of users that a community must not exceed.If it does then the organization will have to pay extra charge for it.

Type Of Community Number Of Users Partner or Customer Community 300,000 Plus

Customer Community 10 Million

Note:If the number of users are exceeds this limit then not only it will result in extra charges but It will also degrade the Salesforce Performance. Therefore it is recommended that users Limit should not be exceeded.


Employee Community

Creating Salesforce Community:

For creating communities in Salesforce you need to follow the following steps:

1)Go to set up 2)Enter Communities in Quick Find box 3)Enter All Communities 4)Click on New Community 5)Choose a Template 6)Give a Name to your Community 7)Provide a Unique URL for your Community 8)Click On Create Community

Once You are done with the above you will see the following message on your screen.


Employee Community

Adding Topics To Your Community:

By adding Topics to your community all the users who are part of this community can havediscussion related to specific topic.Which will help the employees in quickly solving the problem.Following are the steps that you need to follow for adding topics to your community:

1)Click on the Topic management tab under topics2)Click on new button3)Provide a name to your topic4)Provide some description for your topic5)Click On CreateYour topic will get created.But still you would not be able to view the topic in your community.

Note:To make your topic visible in the Community you will have to add them into the Featured List Of Topics.


Employee Community

To add Topics in the Featured List follow the following steps:

1)Click on the Featured Topics2)Select a Topic 3)Click on add4)Click on Save button

Once it gets saved preview your community and now you will notice that your topic has been added in your community and it will look something like this in the snapshot.Now once the topic has been added to your community you can add an thumbnail to your topic which will make it more pleasant to view.So to add thumbnail to your Topic follow the following steps:

1).Click on Featured Topics2).Now Click on pencil(Change properties) next to Your Topic3).Click on Upload Thumbnail4).Select the thumbnail5).Click on Save


Employee Community

Adding Members To the Community:

In Salesforce users community an organization can add the list of members or users to the community according to their needs.The organization can also provide them certain level of access to the Salesforce org.The level of access will depend on the profile or the permission set to which the user belongs. So following is the process of adding users or members to the Salesforce user community:

1).Go to Community Management 2).Click on Administration


Employee Community

3).Click on Members 4)Select the desired Profile Or Permission set


Employee Community

5)Click on add 6)Click Save

Once the settings have been saved successfully then the users of the respective profile or permission set that you have added in the community will automatically get the access to your Salesforce User Community. As specified above the level of access of these users will depend on the Profile and Permission set to which they belong.


Employee Community

View All Options Under Administration Tab:

Sometimes what happens is By default you would not be able to see all the options of administration tab in Salesforce users community.For example if you have noticed when you first go to administration tab you are not able to see the tab option under administration. So the question is how can we see all the administration options. To view all options of administration tab follow the following steps:

1)First Click on Administration2)Then Click on Preferences3)Check the show all settings in community management tab4)In the last step Click save.


Employee Community

Adding Header logo to the Salesforce Users Community:

If you want to add a new header logo to your Salesforce users community follow the following steps:● Click on Login and Registration tab under Administration● Click on Choose File ● Select the File with suitable dimensions● Click on Save

Now once all the changes have been saved and published to your community Go and preview the community you will notice a different header logo on your community.

Changing the Login page:

Just Like the Community header we can change the Login Page as well for our Salesforce user community.To change the login page just follow the following steps:● Click on Login and Registration under Administration● Select the type of page you want to see while you login to community under login section● Click save

Once your changes have been saved you will be able to see the different login page for your community.


Employee Community

Adding tabs in the community :

If you want to add tabs to your community for accessing the Salesforce records then follow the Following steps:1)Go to your Community2)Click on the Builder Button3)Now on the left hand side you have following 4 options:● Branding● Page Editor● Page Manager● Settings

4)Click on the Page Editor Option5)Now you will have the following two Options ● Lightning Components(Which is the default one)● Page Structure

6)Click on the Page Structure Option7)Click on the Navigational Menu available under Template Header8) Now on the Right hand side you will see the option of Edit Navigation Menu9)Click on it


Employee Community

10)Provide a name to it11)Select the type as Salesforce Object12)Select the object under object type which you want to show on you community13)Select the Default List view14)Tick the checkbox15)Click On publish changes16)A message will pop up17)Just click ok on it18)Now in the last step publish your changes

Demonstration through snapshots:


Employee Community


Employee Community

Now publish your changes and preview your community.


Employee CommunityEmployee Community


Employee Community

Changing the Header Color:In Salesforce user community there is an option of branding under Administration tab in community management From where we can change the color of community header.For changing the header color just follow the following steps:

1)Go to community Management 2)Click on Administration 3)Click on Branding 4)Select the header background checkbox 5)Select the color for header background 6)Click on SaveOnce the changes have been saved preview your community and see the changes.

Changing Page Background Color:Just Like the header background we can change the page background color as well. The processFor changing the Page BackGround color is very similar to the process of changing header color.There is a very subtle difference between both the processes.


Employee Community

In order to change the page background color follow the following steps:1)Go to community Management2)Click on Administration3)Click on Branding4)Select the page background checkbox 5)Select the color for page background6)Click on Save


Employee Community

Adding Company Logo and Header image :

By using community builder We can also add the company logo and header image to our community. So Let’s first understand the process for adding company logo to the community. 1)Go to Community Builder 2)Click on Branding Editor 3)Click on upload an image under company logo section 4)Click on Select an image 5)Select the image 6)upload the imageFor adding image to the header follow the following steps: 1)Go to Community Builder 2)Click on Branding Editor 3)Click on upload an image under header image section 4)Click on Select an image 5)Select the image 6)upload the imageNow publish your changes and preview the community to see the changes.


Employee Community

View Global Header: Salesforce has provided this feature of view global header using which we can switch to our community directly from our Salesforce org.For using view global header in your org follow the following steps: 1)Go to set up 2)Type Profile in the Quick Find box 3)Click on Profiles 4)Go to System Administrator Profile 5)Click on Edit 6)Go to Administrative section 7)Check View Global Header checkbox 8)Click on Save


Employee Community

Demonstration of Global view header through Snapshot


Employee Community

Activating Salesforce Users Community:

Now even though we have added users to our community but still they would not be able to access it because we have not activated our community. So to make sure that all the users that we have added in our community can view it we will have to first activate it. The process of activating the Salesforce users community is very simple.Just follow the following to activate your community.

1)Go to Community Management 2)Click on Administration3)Click on the Settings 4)Click on the Activate Community5)Just click on ok when the message pops up

After completing the above steps your Salesforce community will get activated and all the associated users will be able access the community now.

Ajay DubediSalesforce Expert


+1 (415) [email protected] ajay.dubedi

Employee Community

Technology