Monday 28 October 2019

Salesforce Community Templates


Community templates let you build responsive communities for delivering rich, branded spaces for your customers and partners.

With Community Builder, you can edit the lightning template components to add information about your community, add images and CMS content with writing a single line of code. You can also create and add custom pages, build a lightning component and expose your salesforce objects.

Types of Templates:
1. Aloha: A configurable App Launcher template that lets users quickly find applications and access them using single sign-on authentication, including social logins.

2. Customer Account Portal: The Customer Account Portal template improves customer relationships and decreases service costs. The template provides features that make it easy for customers to see and pay invoices, update their account information, and search your knowledge base for answers.

Features:
a. Lightning community pages and components
b. Tile menu, for a visual navigation experience
c. Global search with a customizable list of searchable objects
d. Dashboards and reports
e. Customizable branding and design
f. Rich, responsive look and feel across multiple devices

3. Partner Central: Use this template to recruit, build, and grow your partner network to drive channel sales and marketing together in a branded online space. Easily configure lead distribution, deal registration, and marketing campaigns. Share training materials and sales collateral in a central space, and use reports to track your pipeline.

Features:
a. Lightning community pages and components
b. The Lead Inbox component to pass leads to partners
c. Customizable Quick Create action menu that you can configure for deal registration
d. Customizable navigation menu with preconfigured list views for leads, deals, and campaigns
e. Global search with a customizable list of searchable objects
f. Dashboards and reports
g. Customizable branding and design
h. Collaboration features such as groups, feeds, topics
i. Rich, responsive look and feel across multiple devices

4. Customer Service (Napili): The Customer Service template lets users post questions to the community, search for and view articles, collaborate, and contact support agents by creating cases. Supports Knowledge, Chatter Questions, and cases. This template provides a rich, self-service experience for your customers, where they can get answers to their questions at any time, on any device. 

Features:
a. Lightning community pages and components
b. Self-resolution of cases through knowledge and case creation
c. Collaboration features such as groups, feeds, topics
d. Global search with a customizable list of searchable objects
e. Moderation rules to weed out trolls and bots
f. Dashboards and reports
g. Recommendations
h. Customizable branding, design, and navigation
i. Rich, responsive look and feel across multiple devices


5. Help Center: A public-access, self-service community that exposes the articles that you make available from your knowledge base. You reduce the load on your customer support team, and your users get the satisfaction of finding their own solutions. Customers can search and read articles and contact your support team to resolve issues.

Feature:
a. Self-resolution of cases through knowledge and case creation
b. Lightning community pages and components

c. Customizable branding and design

6. Build your Own: Build your own template provides the basic pages every community needs but you can easily add more pages and components as needed for the experience you are building.

Feature:
a. Lightning community pages and components

b. Customizable branding and design

7. Salesforce Tabs + Visualforce: Standard Salesforce structure and tabs that you can customize using Visualforce. It Allows full platform access with a flexible configuration and supports most standard and custom objects, and Salesforce apps. 

8. Koa (Retired): Koa is optimized for mobile devices. It is a text-based template that allows users to search for and view articles, and contact support if they are unable to find what they need.

9. Kokua (Retired): Unlike Koa, Kokua is a visually rich, self-service template that allows community members to search for and view articles, and contact support.

Note: Both Koa and Kokua templates are in phased retirement, and you can no longer use them to create communities. Salesforce supports existing communities built with Koa and Kokua, but recommend migrating to newer Lightning community templates.


Reference: Salesforce Community Doc

Steps to create Multilingual Community



1. Set the default language: This setting is not associated with the default language settings in your Salesforce org. By default, English is the language in which community content displays. 
1.a. In the community on the left sidebar, click on the gear icon and select Languages.
1.b. Select a language in the Default Community Language.


2. Add Language to community: Click on the Add Language button and select the languages you wanted to add to your community and save your changes.

once save you can select any the following settings



2.a. Active on Live Community: This checkbox controls whether the language is available to community visitors in the language selector.
2.b. Fallback Language: Controls which language to display if the selected site language is unavailable.
2.c. Display Label: This setting define the display label for each language. The display label appears in any language picker components you add to your community and in the language selector in Community Builder.

3. Export the content for translation: Click on Export Content and select the language you want to export for translation. Save the .xml file and send it to your translation service.

sample .xml file:
4. Import translated content: Once translation service completed the translation, import a translated .xml file back to community by clicking Import Translation.

Once import is complete test your community pages to make sure the content displays correctly.




Sunday 13 October 2019

AccountContactRelationship


This object is used to associate a single a single contact record to multiple account records so you can easily track the relationships between the people and businesses they work with.

The AccountContactRelation object supports person accounts. That means that a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account.

You can query AccountContactRelation records in your developer org, below query will give you the accountcontactrelation record info.

SELECT Id, ContactId, Contact.Name, AccountId, Account.Name FROM AccountContactRelation

You will have to enable setting Allow users to relate a contact to multiple accounts” setting from setup > account settings for above query to work.

You cannot delete AccountContactRelation record, only way to delete the records is to remove the account reference from contact.

Reference: Salesforce