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CTA Prep: Communities Questions & Answers

 

Let's compile a list of topics on Communities to review.  For CTA review board, we do not need to know all about communities, but we do need to know a lot about them.

 

A. Hands on:

  1. How to set up an environment to experiment with communities?
  2. What is a powerful experimental environment?

 

B. Licenses

  1. What are the different community license types?
  2. What's the decision tree to select a proper community license?
  3. What are the license limits?
  4. What objects and features are available for CC?
  5. What additional objects and features are available for CC+?
  6. What additional objects and features are available for PC?

 

C. Architecture

  1. Should partners and customers share a community?
  2. What are some pros and cons of using one vs. multiple communities?
  3. What if they use different login mechanisms?
  4. How to make Knowledge articles available in community?
  5. How to support community collaboration?
  6. How to do case deflection?
  7. What to do with an existing website?
  8. How to use communities on mobile?

 

D. Authentication

  1. Is there a way for users to login without password?
  2. How to spare users from remembering their login id?
  3. How to customize login?
  4. How to customize registration?
  5. Can a SSO setting be shared by platform and multiple communities?
  6. If yes, how do you write the JIT handler?
  7. How to configure OIDC?
  8. How does it work?
  9. What's customizable in the process?
  10. What is it secure?
  11. How to auto-populate user photo from their Facebook info?
  12. How to collect more info from users after they sign in with an OIDP?
  13. How do community users authenticate external data sources?

 

E. Data

  1. What's the data structures behind community users? 
  2. What data structure supports social login?
  3. How to load CC users?
  4. How to load CC+ users?
  5. How to load PC users?

 

F. Sharing and Visibility

  1. What the mechanisms to share records to CC users?
  2. What the mechanisms to share records from CC users?
  3. What the mechanisms to share records with CC+ users?
  4. What the mechanisms to share records with PC users?
  5. What are the ways for community users to share records with each other.
  6. How does role hierarchy work for community users?
  7. How to share files with users?
  8. What are some popular things guest users can do? How configure them?

 

G. UI and Communications:

  1. How to allow users to select a language before login?
  2. How does the Experience builder support multi-lang communities?
  3. How to allow users to hide their info in community?
  4. How to send a welcome message in proper language?
  5. How to notify community users?
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