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• Time delay in replication of Search results in Sandbox environment
• Inaccurate indexing
• Auto-suggest is missing
• Search results on Service Console are inaccurate/irrelevant/missing
• Wrong order of search results
• Different results within short spans of searches
• Insufficient results within KnowledgeBase
Searching the CommunitySalesforce Search is an extremely powerful functionality. However, there are times when it falls short. You might have come across some of these issues yourself:
Purpose Upload, store, find, follow, share, sync, and collaborate on Salesforce files in the cloud.
Publish and share official corporate files with coworkers and deliver them to customer
Create and manage content, known as articles, in a knowledge base.
Store Web resources, such as, logos, DOT files, and other Visualforcematerials in folders without attaching them to records
Attach files to records from the Attachments related list on selected detail pages
Users Co-workers, groups
Co-workers Internal users and customers
Custom Custom
Different content needs to go under different Tabs in Salesforce. Correctly Organizing this content and then linking the appropriate content tab with the community serves two major areas –• Type of content for the correct user• Maximum utilization of content
Multi-Platform Content AggregationWe know most of the times you do not want to think about a community because you will have to import data from your old systems into new ones. And, train people to co-relate the two platforms, then manage the anomalies when they arise. What if you can have EVERYTHING inside one platform? Take a look at this content aggregation workflow.
Third Party IntegrationsYour community does not need to be an isolated island. It can be (and needs to be integrated with other apps). Here’s a list of what we have done (If you have others, we will integrate those too)
Integrating Service Cloud with your Salesforce community will super-charge your Customer Support Ops. Many of our customers like Marketo, Ping Identity, Centrify and others have done this. Take Marketo’s Case. With this integration, it recorded:
This led to savings of over a million dollars in support costs for
UI - Aesthetic & Functional AppealCoding Visual Force Pages to match your exact branding requirements is the only tricky part in Salesforce Community Set-up. Look at how we transformed an older community.