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Salesforce Communities is a powerful tool that allows businesses to extend their Salesforce platform and create engaging online portals for customers, partners, and employees. Communities provide a collaborative space where users can access information, collaborate, and interact with your organization. In this blog post, we will provide a detailed guide on how to create communities in Salesforce, from initial setup to customization and configuration, enabling you to build a robust and user-friendly community experience.

Enable Communities and Set Up Licenses:

To start creating communities in Salesforce, you need to ensure that the Communities feature is enabled in your Salesforce org. Navigate to Setup, search for “Communities Settings,” and enable the feature. Next, assign appropriate licenses to users who will have access to the community, such as Customer Community or Partner Community licenses. This step ensures that users have the necessary permissions and access levels within the community.

Define Community Goals and Audience:

Before building a community, clearly define the goals and purpose of your community. Determine the target audience, whether it’s customers, partners, or employees, and identify the specific use cases and features that will serve their needs. Understanding your audience and their requirements will help you tailor the community’s design, navigation, and functionality to deliver a seamless user experience.

Choose Community Templates and Themes:

Salesforce offers various pre-built community templates to expedite the creation process. Explore the available templates and choose the one that aligns with your community’s goals and branding requirements. Customizable themes allow you to apply your organization’s branding elements, including colors, logos, and fonts, to create a visually appealing and cohesive community interface.

Configure Community Pages and Navigation:

Configure community pages to organize and present information effectively. Use the Community Builder tool, accessible through the Setup menu, to create and customize pages. Define the main navigation menu, submenus, and page layouts to ensure easy navigation and access to relevant content. Leverage drag-and-drop functionality to add components, such as feeds, custom objects, reports, or knowledge articles, to the community pages, providing users with valuable information and interactive features.

Customize User Profiles and Permissions:

Tailor user profiles and permissions to control the access and functionality available to different user groups within the community. Define roles and permission sets that align with your community’s objectives and security requirements. By managing profiles and permissions effectively, you can ensure that users have the appropriate levels of access, collaboration capabilities, and data visibility within the community.

Implement Collaboration Features:

Communities thrive on collaboration. Enhance the community experience by implementing collaboration features such as Chatter, discussion forums, and groups. Enable Chatter feed tracking to allow users to follow relevant topics, contribute to discussions, and share knowledge. Utilize groups to foster collaboration within specific areas of interest or for project-based collaboration. By promoting collaboration, you create an engaging and interactive community environment.

Integrate Data and Applications:

Leverage Salesforce’s robust integration capabilities to connect your community with external systems and data sources. Integrate customer data, case management systems, knowledge bases, or other relevant applications to provide a seamless experience for community users. By integrating data and applications, you can enable self-service capabilities, facilitate knowledge sharing, and enhance the overall value of the community.

Test and Launch:

Before launching your community, thoroughly test its functionality, usability, and responsiveness across various devices and browsers. Ensure that all links, features, and customizations work as intended. Solicit feedback from a small group of users or stakeholders to gather insights and make necessary improvements. Once you are confident in the community’s readiness, launch it to your intended audience, communicate its availability, and provide appropriate training and support resources.

Conclusion:

Creating communities in Salesforce is a powerful way to engage customers, partners, and employees while providing self-service capabilities and fostering collaboration. By following this comprehensive guide, you can successfully create a customized and user-friendly community experience. Remember to enable and configure communities, define goals and audience, choose templates and themes, configure pages and navigation, customize profiles and permissions, implement collaboration features, integrate data and applications, and thoroughly test before launching. By leveraging the capabilities of Salesforce Communities, you can enhance engagement, drive collaboration, and create a valuable community environment for your organization.

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Our Values

Integrity

Do what is right
  • BE COMMITTED: Set high standards for your behavior and stick to them even in difficult situations.
  • BE COURAGEOUS: Stand up for what you believe is just and good.
  • BE HONEST: Choose words and actions that are sincere
  • BE DISCIPLINED: Remain dedicated and self-controlled, even when challenged.
  • BE RESILIENT: Learn from mistakes and losses; seize the opportunity to improve.

Respect

Treat others well
  • BE ACCEPTING: Support everyone's worth and dignity, regardless of background, abilities or beliefs.
  • BE CONSIDERATE: Always be aware of and honor others' rights and feelings.
  • BE ATTENTIVE: Be ready to learn from others
  • BE ENCOURAGING: Demonstrate concern for the growth and development of all others.
  • BE APPRECIATIVE: Value the guidance of others

Responsibility

Embrace opportunities
  • BE HELPFUL: Understand and advance the group's positive goals.
  • BE CONSCIENTIOUS: Be aware and careful of the choices you make.
  • BE ACCOUNTABLE: Accept that your actions impact others
  • BE PERSEVERING: Work through difficulty and discouragement in pursuit of individual and team objectives.
  • BE RELIABLE: Prove that others can depend on you.

Boldness

Bring your best at all times
  • BE SELF-AWARE: Own your flaws and strengths.
  • BE FOCUSED: Keep your objectives and priorities clear
  • BE RESILENT: Make failure an acceptable part of your process
  • BE BUILDER: Be Confident and execute
  • BE DRIVEN: Be ambitious and goal oriented

Serve

Servant Leadership
  • BE EMPOWERING: Inspire and help others to grow, succeed and lead.
  • BE VISIONARY: Raise expectations for yourself and the team.
  • BE INTERCONNECTED: Recognize the vital link between individual effort and group achievement.
  • BE GENEROUS: Freely contribute hard work and support to reach the team's goals.
  • BE ENERGETIC: Initiate action - do what needs to be done.
WHAT WE DO

We deliver world class
customizable Salesforce solutions

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ADVISORY SERVICES
Digital transformation isn’t just about having the right combination of hardware and software to meet the needs of your organization. Digital transformation is rooted in two goals and capabilities: making it possible to seamlessly deliver value to customers, and making sure your business has the ability to innovate, change, and experiment in ways that ultimately deliver more value for your customers, your colleagues, and for the business as a whole.
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IMPLEMENTATION
With 10+ years in the business and thousands of engagements across the entire Salesforce Platform, Aideo’s team has the experience needed to quickly build and deliver the custom solutions you need to be more efficient and effective. We provide consulting services to answer your unique business challenge, whether it’s automating complex business processes or connecting, integrating, and streamlining systems.
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MANAGED SERVICES
As your business grows and evolves, your Salesforce Org needs to do the same. Historically, Salesforce upkeep has been handled by a single admin with basic development support. However, the number of capabilities necessary to support, sustain, and extend a Salesforce Org have grown exponentially over time. Salesforce Managed Services is a flexible, scalable, and economic solution to maintain and realize your investment.

Industry

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Healthcare & Life Sciences
Our team leverages insight acquired through 10+ years in the business and thousands of engagements, along with real-world expertise gained across the Healthcare industry, including: provider, payer, medical devices, and life sciences. From strategy and implementation to managed services, we guide clients through every phase of their journey — enabling continuous value with the Salesforce platform.
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Financial Services
Our experts will help you maximize your investment across the entire Salesforce Platform, including: Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud by designing transformational experiences for your customers and users while seamlessly integrating with the core and ancillary systems that are critical to your business.
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Consumer Goods
Build smarter, personalized engagements at scale with AI-powered insights. Offer seamless experiences, relevant messages, and integrated customer support to delight consumers and win loyalty.
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Automotive
Provide an integrated, omni-channel, digital customer engagement journey streamlined through OEM and dealer collaboration. Build loyalty by reaching customers at the right time with the right message. Digitize the buying process from the OEM through the dealer.
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Media
Turn casual media viewers into loyal fans with media solutions. Maximize revenue with insights and digital tools. Streamline operations and efficiently monetize content and audiences faster.
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Hospitality
Whether shippers want to request pricing, check cargo conditions, or track shipments, they can do it all on a single transportation CRM. Provide proactive service, send alerts, and answer questions accurately with a 360-degree view of shippers and consignees, and the transportation supply chain.
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