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Table of Contents
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.
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.
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.
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.
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.
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.
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.
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.
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.