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Get Started with Communities

Learning Objectives

Note

Note

Attention, Trailblazer!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

After completing this module, you’ll be able to:

  • Define communities.
  • Set up access to communities.
Note

Note

If you don’t have your own org, use the 30-day trial org found here. For more information, watch this video.

What’s a Community?

An online community is a great way to bring people together. Creating a community helps you connect with your customers, knowledge experts within your company, and partners.

At its most basic level, a community is a group of people who share a common mission or goal. You can define a collaboration model that best fits your needs. Do you want to have customers helping one another out? Peer-to-peer communities enable just that. Or maybe you want a portal, where your customers can, for example, access account information.

A customer community at Cumulus Bank

You can even create multiple communities within your org to address different purposes—and many companies do just that. Since communities live in your org, you can choose which employees of your company and which customers, partners, or other people outside your company can participate.

So start sharing content, experiences, business processes, and information with your community, and watch the community take off.

Common communities in the financial services industry include the following.

  • A customer community. An online portal where customers can view their account and financial information. Customers can solve problems using peer-to-peer support, your customer service agents, and your knowledge base. This experience can be tailored by location, so customers can learn about sales or problems specific to their branch or country in their native language.
  • A partner community. A place where partners—such as the independent personal bankers and financial advisors who work with Matt, the organization’s admin—can view customer account details and financial account information so they can reach out to customers or track and close deals. You can also provide onboarding and training information.
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If you earned the Financial Services Cloud Basics badge, you may remember Matt. He’s s been working to set up Financial Services Cloud for the wealth management and retail banking branches at Cumulus Bank.

The Salesforce Community Advantage

What’s the advantage of building a community using Salesforce? Two words: integrated everything. Here’s a short list of how you can use the Community Cloud to make a great experience.

  • Create multiple communities for specific needs.
  • Extend business processes to employees, partners, and customers.
  • Integrate data (such as orders or financial information) from third-party providers.

Data from your community lives in your Salesforce org, and data living in your Salesforce org can be shared to the outside world through your community. (Don’t worry. Your admin controls data visibility with the outside world and determines which audience can access what—just like you do with your internal Salesforce org). In short, a community built using Salesforce provides all kinds of folks, including those outside your company, a window into your Salesforce world.

Enable Communities

Before you begin setting up Financial Services Cloud communities, make sure that you have the proper Community Cloud user licenses. Contact your Salesforce account executive to make sure that you have the license you need.

Once you’re sure you have a license, enable communities so you can use them in your org. 

  1. Click the gear icon gear iconand then click Setup.
  2. In the Quick Find box, enter communities and select Communities Settings.
  3. Select Enable communities.
  4. Enter your domain name and click Check Availability.
  5. If the domain name is available, click Save. If not, try a different domain name.
  6. Click Save, then click OK.

Now that you have a license and have communities enabled, you’re ready to create one.

Resources

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