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5 THINGS YOU NEED TO KNOW ABOUT SALESFORCE COMMUNITIES

FROM: PERFICIENT, BY: ANTHONY SUDA - MAY 25, 2021



As a Salesforce Gold Partner, we love to work with the whole gamut of Salesforce
solutions. In particular, many of our technical consultants specialize in
Marketing Cloud, Sales Cloud and Communities (among other things).

Communities happen to be one of my favorite offerings to work with and
implement. They’re rich in features, and they can quickly help connect a
business to its customers and vice versa.

Thinking about getting started with a community for your own customers or
dealers? Here’s the inside scoop on five things you should know:

#1: Licensing: Different Editions & Types

Salesforce licensing for external community users comes in basically three main
editions: Customer, Partner and Lightning External. Within each edition, there
are two types: Member-Based and Login-Based.

Tip: think of the three editions as level of access and the types as how often
the community will be used.

The Editions

 * Customer (aka Self-Service) – I consider this the minimum needed for external
   access and collaboration, but note that even without specific licenses,
   external people can still have some access to a community. A support portal
   would be the prime example here, e.g. if you want users to be able to create
   a case and access knowledge articles.
 * Partner – This next level is designed for B2B interactions where you want to
   pull in sales data as well. This is basically a PRM (Partner Relationship
   Management) license.
 * Lightning External – This edition offers a more custom experience for almost
   anyone. This could be used to create a customer forum, display data external
   to Salesforce, or build full enterprise portals that handle everyone.
   
   Note: Both Customer and Lightning External technically have two options each
   themselves – Standard and Plus – that allow further granularity for accessing
   different objects in the Org.

The Types

 * Member-Based – This license type is much like other standard Salesforce
   license types. It’s generally a higher fixed monthly amount per license, and
   the user assigned with it can log in as many times as they want to.
 * Login-Based – This license is best for those external users who might only
   login 1-3 times a month to check something. The purchasing is different, too.
   With Member-Based, the company purchases a license for how many users will be
   accessing the community. With Login-Based, however, the company purchases a
   number of logins per month. Users who are assigned this license type then
   consume one of these logins each day they sign in. The way the licenses show
   up in your Org is also unique: it’s a 1 to 20 ratio. So, if you purchase
   1,000 logins per month, the org will get provisioned 20,000 login licenses
   that you assign to specific users.

#2: Domain Name

While each Org can have up to 100 communities, each with their own
unique aliased domain name, the Org itself will have a default domain name that
it uses for the base URL for all communities. This is a *.force.com domain
like businessname.force.com.

All communities will have a corresponding URL under this main domain as default:

businessname.force.com/customers

businessname.force.com/support

businessname.force.com/partners

This domain *.force.com cannot be changed after you’ve enabled communities in
your Org.

While those URLs are great for testing, they aren’t the best for getting your
name and brand out there on its own. Brainstorm ideas for what the domain will
be once the community is launched, but also plan for the future. Subdomains I
think are the best option here. So carrying on with the above example, let’s
pretend our company’s public website is www.businessname.com. A good support
community domain could then be: support.businessname.com. Using subdomains for
each community saves you the cost of buying more Top Level Domains for each
community, and it keeps your communities linked to your main website, too.

#3: Sandboxes

As with many things in Salesforce, creating a community in a sandbox instead of
production is a safer way to build and test your ideas. This will also allow any
code development that is needed to be brought in as well, such as Lightning
Components, custom triggers and such.

#4: Deployments

If you’ve created or updated the community in a sandbox, you’ll eventually want
it to be in production. Deploying a community – or, more precisely, community
components – can be a little tricky. Here are some things to keep in mind:

 * Deploying a community can delete pages. Usually deployments are additive
   only, but when deploying the main components of the community, it overrides
   that structure completely. That means pages removed in sandbox will be
   removed from production.
 * Changing the entire community template won’t deploy. If you change the
   template in sandbox, manually change it in production first before you deploy
   the community components.
 * Deploy profiles and permission sets with the components. As with Custom
   fields and Objects, if you want permissions to come along, you’ll need to
   include those Profiles in the Change Set or Package, too.

Audience targeting is also manual. If you have certain pages set to show to
certain audiences, those settings will need to be manually set up again after
deployment.

Note: there are more caveats and gotchas that Salesforce has compiled in a nice
list that I’ll include in the links at the end of this post.

#5: Templates

Salesforce communities come with several out-of-the-box templates that give you
a great launching point to start your community. All can be customized and
branded to fit your corporate colors and logos.

READ MORE:5 Things You Need to Know About Salesforce Communities

 




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