Practical guide to salesforce communities : building, enhancing, and managing an online community with salesforce community cloud

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Average Rating
Published
New York, NY : Apress, 2018.
Status
Available Online

Description

Whether you are brand new to the world of Salesforce communities or you are looking to take your Community Cloud knowledge to the next level, this detailed guide will help you to build and manage a Salesforce community by leveraging the declarative power of the platform with clicks, not code.

Each Salesforce community is a part of a widespread ecosystem, with thousands of communities and millions of users active today on Community Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways.

In this book, Philip Weinmeister, a Salesforce MVP and the first-ever recipient of the “Community Cloud MVP” Trailblazer award, leads you through the ins and outs of Salesforce communities and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform.

Practical Guide to Salesforce Communities is the first book to comprehensively cover this next-generation offering from Salesforce, providing real, actionable guidance to help individuals build effective and engaging online communities. The book takes you through the entire process: from planning and designing a community to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided of key components, templates, and features such as Community Builder, Audience Targeting, Lightning Bolts, and much more. Additionally, considerations and best practices are covered, including valuable tips and insights.

What You’ll Learn

  • Plan and design a community
  • Conceptualize how employees, partners, and customers use and benefit from communities
  • Assess available templates and make an informed selection decision
  • Use Community Builder and Lightning components within a Lightning community template
  • Apply topics and knowledge articles to a community to increase value and adoption
  • Inject process automation into a community using Workflow, Flow, and Process Builder
  • Create dynamic and personalized user experiences with audience targeting
  • Build, export, and import unique templates with the Lightning Bolt solution framework
  • Provide community data for members or community managers

Who This Book Is For

Salesforce administrators, Salesforce developers, Salesforce functional architects, Salesforce business analysts, and Salesforce community managers

More Details

Format
Language
English
ISBN
9781484236093, 1484236092
UPC
10.1007/978-1-4842-3609-3, 10.1007/978-1-4842-3

Notes

Description
Whether you are brand new to the world of Salesforce communities or you are looking to take your Community Cloud knowledge to the next level, this detailed guide will help you to build and manage a Salesforce community by leveraging the declarative power of the platform with clicks, not code. Each Salesforce community is a part of a widespread ecosystem, with thousands of communities and millions of users active today on Community Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. In this book, Philip Weinmeister, a Salesforce MVP and the first-ever recipient of the "Community Cloud MVP" Trailblazer award, leads you through the ins and outs of Salesforce communities and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. Practical Guide to Salesforce Communities is the first book to comprehensively cover this next-generation offering from Salesforce, providing real, actionable guidance to help individuals build effective and engaging online communities. The book takes you through the entire process: from planning and designing a community to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided of key components, templates, and features such as Community Builder, Audience Targeting, Lightning Bolts, and much more. Additionally, considerations and best practices are covered, including valuable tips and insights. What You'll Learn: Plan and design a community Conceptualize how employees, partners, and customers use and benefit from communities Assess available templates and make an informed selection decision Use Community Builder and Lightning components within a Lightning community template Apply topics and knowledge articles to a community to increase value and adoption Inject process automation into a community using Workflow, Flow, and Process Builder Create dynamic and personalized user experiences with audience targeting Build, export, and import unique templates with the Lightning Bolt solution framework Provide community data for members or community managers
Local note
O'Reilly O'Reilly Online Learning: Academic/Public Library Edition

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Citations

APA Citation, 7th Edition (style guide)

Weinmeister, P., & Stillmank, P. (2018). Practical guide to salesforce communities: building, enhancing, and managing an online community with salesforce community cloud . Apress.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Weinmeister, Philip and Paul, Stillmank. 2018. Practical Guide to Salesforce Communities: Building, Enhancing, and Managing an Online Community With Salesforce Community Cloud. New York, NY: Apress.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Weinmeister, Philip and Paul, Stillmank. Practical Guide to Salesforce Communities: Building, Enhancing, and Managing an Online Community With Salesforce Community Cloud New York, NY: Apress, 2018.

Harvard Citation (style guide)

Weinmeister, P. and Stillmank, P. (2018). Practical guide to salesforce communities: building, enhancing, and managing an online community with salesforce community cloud. New York, NY: Apress.

MLA Citation, 9th Edition (style guide)

Weinmeister, Philip,, and Paul Stillmank. Practical Guide to Salesforce Communities: Building, Enhancing, and Managing an Online Community With Salesforce Community Cloud Apress, 2018.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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Grouped Work ID
57fa94f3-0137-b1fc-21be-f14cfd5d124f-eng
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Grouping Information

Grouped Work ID57fa94f3-0137-b1fc-21be-f14cfd5d124f-eng
Full titlepractical guide to salesforce communities building enhancing and managing an online community with salesforce community cloud
Authorweinmeister philip
Grouping Categorybook
Last Update2025-05-07 03:37:23AM
Last Indexed2025-05-22 03:17:13AM

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5050 |a Intro; Table of Contents; About the Author; About the Technical Reviewers; Foreword; Acknowledgments; Introduction; Chapter 1: Why Salesforce Communities?; Why Salesforce?; Why Communities?; Member Personas and Interactions; Business Data and Processes; User Experience; Why Salesforce Communities?; A Cross-Cloud Approach; Transformation, Innovation, and Enterprise Readiness; Recap; Chapter 2: Planning and Preparing for Success; Establishing a Vision; Verifying the Approach/Frame of Mind; Other Areas to Consider; Audiences; Data Sources and Types; Measuring Success with KPIs; Recap.
5058 |a Chapter 3: Licenses and Member Groups: Employees, Partners, and CustomersLicenses for Salesforce Community Users; Community License Types; Standard Community Licenses; Legacy Community Licenses; Employee Licenses; Standard Licenses; Community License Functionality; Standard Communities Licenses; Employee License Functionality; Community License Application; Standard Salesforce Users; Customer Community Users; Partner Community Users; Associating Users with a Community; Disabling Community Users; User vs. Login-centric Licensing; Communities License Management; The Concept of Member Groups.
5058 |a Blending Member Groups Within CommunitiesMultiple Member Groups Within a Single Community; One User in Multiple Communities; Recap; Chapter 4: Community Template Types: Tabs, Visualforce, and Lightning; Template vs. Bolt; Introduction and High-Level Categorization; Overview and Assessment; Tabs; Visualforce; Lightning; Extreme Productivity for Noncoders; WYSIWYG Editor with Drag-and-Drop Control; Salesforce Lightning Design System; Focal Point for New Functionality and Innovation; Impact of Template Selection; Relevant Functions and Features; Ideas; Featured Topics; Flow.
5058 |a Efficient Community CreationTechnological Foundation; Flexibility and Extensibility; Hybrid/Transitional Options; Recap; Chapter 5: Community Builder for Lightning Communities; Overview; Getting to Know Community Builder; Left Sidebar/Tabs; Components Tab; Theme; Colors; Images; Fonts; Theme Settings; Prebuilt Community Themes; Page Structure; Settings; General; Theme; Languages; Advanced; CMS Connect; Updates; Developer; Top Navigation Bar; Community Menu; Top-Level Community Navigation; My Workspaces; My Communities; Pages Menu; Builder Controls; View Mode; Help; Take a Tour; What's New.
5058 |a Help & TrainingBuilder Publication and Modes; Publish; Preview; Recap; Chapter 6: Pages and Components in Lightning Communities; Lightning Pages; Navigation Menu Bar; Lightning Components; Understanding Components within Communities; Component Placement; Component Positioning; Component Configuration; A Real-World Example; Headline; Rich Content Editor; Tabs; Tile Menu; Record List; Create Case Form; Review; Recap; Chapter 7: Setup and Administration; Setup; Initial Setup; Additional Communities Settings; Administration; Preferences; General; Community Management; Files; Members; Tabs.
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