Practical Guide to Salesforce Communities
Apress (Verlag)
978-1-4842-3608-6 (ISBN)
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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
Phil Weinmeister is a Salesforce MVP and VP of Product Management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He is 18x Salesforce certified and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil authored Practical Salesforce.com Development Without Code (Apress, 2015) and received an average rating of almost 5 stars on Amazon.com. He has been a Salesforce MVP since 2015 and, in 2017, was was named the first-ever “Community Cloud MVP” at the Lightning Bolt Trailblazer awards at Dreamforce. A graduate of Carnegie Mellon University, with a double major in business administration/IT and Spanish, Phil now resides in Powder Springs, Georgia, USA. He spends most of his “free” time with his gorgeous, sweet wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he’s not trying to make his kids laugh, cheering on the Arizona Cardinals, or rap-battling his wife, Phil enjoys traveling, playing various sports, and growing in his walk with Jesus. Stay updated on Phil’s most recent insights and blog posts by following him on Twitter (@PhilWeinmeister).
Preface
From a leader in the Communities space
Introduction
Overview of forthcoming content
Chapter 1: Why Salesforce Communities?
Description of communities, what they are, and why one would consider using them
Chapter 2: Planning for and Designing Your Community
Considerations before creating a community, practical planning tips
Chapter 3: Employees, Partners, and Customers within Communities
Breakdown of audiences and licenses
Chapter 4: Templates: Tabs, Visualforce, or Lightning (or LEX)
Overview of community templates and when one would choose one over the other choices
Chapter 5: Community Builder & Lightning Components
Deep dive into Community Builder and lightning components within a lightning community template
Chapter 6: Setup, Administration, and Preferences
Basic, key considerations for the community overall
Chapter 7: Access, Sharing, and Visibility
Everything to do with who can see or do what on the communities platform. Key for success in an implementation
Chapter 8: Community Topics
Overview of topics and how they can drive value and activity in a community
Chapter 9: Knowledge Articles
Overview of articles and how they work within a Salesforce community
Chapter 10: CMS Connect
New feature that integrates with third-party CMS applications
Chapter 11: Reporting, Analytics & Dashboards
Providing community data for members or community managers
Chapter 12: Process Automation & Flows
How to take your community to the next level with business process automation
Chapter 13: Community Deployment
Deploying a new community
Chapter 14: Lightning Bolts
Creating, Packaging, and Delivering a Lightning Bolt
Chapter 15: Searching within a Community
Search considerations and configuration
Chapter 16: Notifications & Email
Considerations for email and notification within the community
Chapter 17: Community Management and Moderation
How to manage your community to ensure a high level of valuable activity while addressing problematic users
Chapter 18: Community Considerations & Best Practices
Tips and Tricks
Chapter 19: Community Cloud Certification
Certification suggestions and information
Chapter 20: Key Takeaways and Next Steps
Final thoughts
Erscheinungsdatum | 28.06.2018 |
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Zusatzinfo | 382 Illustrations, black and white; XXIX, 340 p. 382 illus. |
Verlagsort | Berkley |
Sprache | englisch |
Maße | 178 x 254 mm |
Gewicht | 6975 g |
Themenwelt | Mathematik / Informatik ► Informatik ► Netzwerke |
Informatik ► Weitere Themen ► Hardware | |
Wirtschaft ► Betriebswirtschaft / Management ► Marketing / Vertrieb | |
Schlagworte | Cloud Platform • CMS Connect • Collaboration • Communities • Community Cloud • Phil Weinmeister • Portal • Salesforce • Salesforce admins • Salesforce Community Cloud • Salesforce developer • Salesforce Lightning • Salesforce MVP |
ISBN-10 | 1-4842-3608-4 / 1484236084 |
ISBN-13 | 978-1-4842-3608-6 / 9781484236086 |
Zustand | Neuware |
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