Add Objects to Featured Topics and Feed Component Salesforce Community Knowledge

/ Salesforce / Community Cloud Consultant

Salesforce Community Cloud Consultant Exam Preparation: Community Setup

Community Setup section consists of 18% of total score in the Salesforce Community Cloud Consultant certification exam, covering topics such as topics and knowledge articles, Community user logins, emails for Community users, multiligual capabilities and product integration. Without further ado, lets get started!

NOTE: This post is written in June 2020 and content might be changed/updated overtime. The content is inspired by focusonforce.com.

Guideline for Community Setup

• Determine steps to configure and set up topics, and map to associated knowledge articles .
• Identify the Community user login requirements .
• Determine how to set up email for Community users.
• Explain the multilingual capabilities in Communities.
• Identify when to integrate Salesforce products into a Community.

Topics

Navigational Topics

Featured Topics

Article Management

Automatic Topic Assignment

• Automatic Topic Assignment can be used to assign topics to an articles when it's published within the category.
• Existing articles can also apply topics in the data category.

Community User Login

• Login page elements can be customized, such as logo, background, right side content, footer text, logout url, etc.

• Dynamic branding URL can be specified as well, with {expid} placeholder entered within bracket.

• Login Page Type:

  • Default Page
  • Login Discovery Page
    
    • Login Prompt - label that appears above login field, can use custom label
    • Login Discovery Handler - Apex class for login handler
    • Execute Login As - select a user to run login handler (user must have Manage Users)
  • Experience Builder Page
  • Visualforce Page

• External users can be enabled to self-register in Experience Workspace > Administration > Login & Registration:
  

• Registration Page Type:

  • Default Page
  • Configurable Self-Reg Page
    • User Fields to display and required for registration:
      • LastName
      • FirstName
      • Username
      • Nickname
      • Mobile
      • Email
  • Experience Builder Page
  • Visualforce Page

• Customer Community and Customer Community Plus licenses can be assigned to Person Account.

• NOTE: Partner Community license cannot be assigned to Person Account.

• Internal users can be allowed to login to community directly.

• Session Settings for community user profile:
  

• Session Settings for internal Salesforce user profile:
  

• Members are allowed to login to community without a password using a verification code.

• Verification code can be sent via email, Salesforce Authenticator as time-based one-time password, as a Universal Second Factor (U2F), or in a text message.

• Passwordless login page can be created using Apex and Visualforce.

Social Login

Community Email

• Emails can be sent to customers on the following:

  • Welcome New Member
  • Forgot Password
  • Change Password
  • Case Comment
  • User Lockout
  • One-Time Password

• Email templates are used to serve different purposes.

• Sender information such as name and email address can be set.

• Email branding can be set as well, such as custom logo and footer text. If none is specified, it will be defaulted to Salesforce's own footer and image.

• Welcome New Member email is optional.

  • The welcome email can be set to expired in 1 day, 7 days or 180 days in Setup > Communities Settings.
  • If the welcome email is disabled, the login information must be manually provided to the users.
  • NOTE: if a user is part of 3 communities, then the user will receive 3 separate emails for each community.
  • NOTE: only the first email that is sent will include the username.
  • NOTE: emails will be sent once the community is activated, or whenever a new member is added.

Multilingual Capabilities

Salesforce Product Integration

• Sales Cloud Integration:
  • Manage relationships with customers and partners
  • Sales objects such as Account, Oportunity, Lead, Product can be exposed to customers or partners.
  • Web-to-Lead form can be added to the page
• Service Cloud Integration:
  • Engage and support with customers
  • Service features can be added, such as Live Chat, Work Orders and etc.
  • Web-to-Case form can be added to the page
  • Questions can be escalated into cases automatically, criteria can be set such as detecting specific keywords.
• Marketing Cloud Integration:
  • Journeys can be triggered based on events or created for specific audiences.
  • Follow-up emails can be sent to customer.
• Salesforce CPQ Integration:
  • Business related to CPQ can be exposed to customers, such as Contracts, Producsts, Quotes, etc.
  • Customers are allowed to purchase new products and place new orders in community.
• Einstein Analytics Integration:
  • Analytics dashboards can be exposed to customers for data overview and analysis.
• Commerce Cloud Integration:
  • Features related to commerce are available, such as placing orders, view past orders, re-order products, and etc.

---

Well, that's all about it! I will see you in next post! See ya!

Post was published on 13 Jun 2020 , last updated on 13 Jun 2020 .

Like the content? Support the author by paypal.me!

Subscribe to The Daily Awesome

Get the latest posts delivered right to your inbox

carterwhosto.blogspot.com

Source: https://www.issacc.com/salesforce-community-cloud-consultant-exam-preparation-community-setup/

Share this post