Here you can apply Salesforce's Case Assignment Rules. Next, in order for the Case to be addressed to it needs to be routed to a Queue or Service Cloud User. The Organization-wide Default Setting for Cases should be private in this situation in order to prevent your customers from accessing other people's Cases. For example, record ownership - if a Community User creates a Case from an authenticated Customer Community, the default owner of the Case is the Community User. Remember that some aspects become a little bit tricky with communities. Don't forget to check the Who Can See What in Communities help page provided by the Salesforce website.
#Community salesforce pricing update#
Update org-wide settings for objects, sharing rules, roles, and permissions that affect community users as well. Understand How Data Security and the Sharing Model Works When your users self-register, you can choose to save them as contacts under a business account or create a person account for each self-registering user. If you want to save yourself a lot of time, enable self-registration to allow unlicensed guest users to join your community. Set Up Self-Registration for Your Community In order to edit the existing profiles, it is necessary to clone them. Since profiles give users access to tabs in your community, make sure that you choose a profile that has the appropriate tabs exposed. Don't forget to set up Profiles for External users Thus, you can create multiple communities in the same org, and each community can differ from the others and be independent at the same time.
You should know that your can have up to 100 communitiesĪctive, inactive, and preview communities, including Lightning Platform sites, count against this limit. That's why it is crucial first to ask yourself Which Community Template Should I Use? and check the information provided on the corresponding Salesforce help webpage in order to understand which features are available in each template.
It is better to use the template that gives you the necessary functionality and later modify the look with HTML components and CSS than vice versa. These templates "let you build responsive communities for delivering rich, branded spaces for your customers and partners." However, it's important to note that each template provides unique functionality and components. Salesforce Community Cloud comes with several different templates. Here are a few of them which are always on our checklist: It really helps to be aware of certain tips and tricks before setting up your community and customizing it. They can be used to drive more sales and deliver world-class service to your customers by creating a place where they can get the needed answers, manage social content, engagement, and workflow all in one place. 5 Things To Remember About Salesforce Communities Prior To ImplementationĬommunities are branded spaces used to connect with your employees, partners, or customers.
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