Salesforce Consulting Services: 10 Steps for Effective Implementation of Salesforce Communities

Today, a large number of business enterprises work to love companies that have a firm foundation on Salesforce. In particular, many Salesforce consultants are ready to offer specialization in sales cloud, marketing cloud, and now communities.

Now Salesforce communities have become a favorite offering that every company wants to implement in their business infrastructure. Why? It is because they are feature-rich systems and helps an organization to have a quick connection with customers and even vice versa.

Are you thinking to kickstart your business with Salesforce communities; then you have arrived at the right place.

What are Salesforce Communities?

It is a platform or community space that Salesforce consulting services utilize to promote collaboration and communication for having effective communication among the customers and employees of an organization.

Why it is on the upsurge in recent times? The answer is that it has transformed the functioning of a business into a social enterprise through the offering of enough space for the customers, employees, and partners alike for effective sharing and connecting to gain significant information. There are numerous benefits of the Salesforce communities explained in the simple steps:

Ø For Customers: Developing brand loyalty

Ø For Partners: Simplify collaboration procedure

Ø For Employees: Liberating services for users

Likewise, Salesforce communities have shown their caliber and have found their place in the heart of the businessmen. How? The answer is here:

Ø They help in connecting customers with peers having common interests for services they might like to enjoy

Ø They act as a voice for customers to offer a necessary opinion to the companies

Ø They empower the consumer to find a solution to their issues

Ø They make employees turn more productive

These are some of the advantages of the Salesforce communities that have made them popular among all the companies across the globe.

Steps for Implementing Salesforce Communities

So, after assessing the usefulness of Salesforce communities, the time has arrived to identify significant steps for its effective implementation. Using the given steps, a business can implement communities easily and effectively by taking the help of Salesforce implementation services:

I. Enable Communities

The first step is enabling the communities on Salesforce. However, before launching, it will be prudent to verify the license by simply login into the Salesforce account. How to locate it? Easy! It is possible through locating it in the section: “Company information”.

If the confirmation is yes; then move to three sections namely: Communities, Communities Settings and Enable communities. The next step is typing the name of your domain. Then opting for a selection of the option: ‘Check Availability’. In addition, one can create their different URL for each member of the community within the Salesforce solution.

II. Create a Community

The second step is the creation of a community which is done by selecting a name or opting for a new one. Then write a description about them, insert the URL and click on the ‘Create’ button. After clicking on it, there is a creation of the community which the user can now publish with ease. This page has visibility only for the administrators. It goes live only after sharing the URL.

III. Add New Members

The third step is the identification and selection of new profiles that will be required for the smooth functioning and operation of the community. Besides, permitting them to access will help in the creation of a larger Salesforce community.

IV. Addition of the Engaging Content

The nature of the content is essential before its addition to the Salesforce community. One can take the help of a Salesforce customized consultant to check the content and add it in tabs (such as the Chatter tab). Furthermore, they can register issues on a ‘Cases’ tab to add their issues and discuss them with the customer care community. Moreover, another tab can be created to add FAQs to assist customers in finding solutions to their issues as it is a crucial aspect of the Communities Implementation.

V. Addition of Branding to the Community Page

In this step, there is a requirement of the uploading of the logo with the addition of a tagline to meet the requirement such as a change in styles, colors, and many more. It is crucial because the communities have the favor of creating a unique and outstanding brand and even raise its awareness to the delight of the users.

VI. Customization of Login Page

After performing branding of the community page, the users can also perform page branding by customizing the login page. Moreover, it will be wise enough to take the help of a Salesforce consulting partner to make it look more appealing and function in a swift way to not cause resentment among the users.

VII. Configuration of the Email

The given step focuses on customizing the email setup that can be well used by the Salesforce communities. But how it can be done? It is possible by the addition of a generic email address and clicking on the footer of the email to add branding elements and the address of the company.

VIII. Preview of the Community Page

Before giving the finishing touch, it is essential to perform a preview of the community page. How to do it? To make it probable, switch from one page to another (community setup to the Salesforce communities) by clicking on the left upper side of the screen. Thereafter, perform verification of all the elements added in it.

IX. Getting Feedback is a Must

In the next step, it will be wide to share the preview with the key stakeholders and get important feedback from them. It is crucial before publishing the community page. Furthermore, one can also post the given URL on the Chatter tab and provide viewing to the selected people who can access it and give their feedback for its further improvement.

X. Incorporating Changes & Publishing the Page

After all the above-given steps are performed and checked vigorously, the time has ripened to preview the community. In the given step, the user can take a view on it, can perform necessary changes and incorporate feedback and then publish it most effectively.

At last, the user has their Salesforce community ready for utilizing for the benefit of the companies and their partners!

Conclusion

As one can see, the creation of an effective Salesforce community implementation guide is not easy, but a painstaking task that requires effective planning even for the smallest detail. By following the above-given steps, it will be easy for the users to implement the benefits of the communities in their business and increase their growth and fortune manifold.

Resource – https://medium.com/emorphis-technologies/salesforce-consulting-services-10-steps-for-effective-implementation-of-salesforce-communities-f6e7dd2d2098