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Creating a Salesforce Community: Code vs Configuration

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Creating a Salesforce Community: Code vs Configuration

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Join us for a high-level overview of the different available options that currently exist for building a community (configurable tabs, Visualforce, Community Templates), along with the tradeoffs. In addition, a brief demo of each style of community build will be shown.

Join us for a high-level overview of the different available options that currently exist for building a community (configurable tabs, Visualforce, Community Templates), along with the tradeoffs. In addition, a brief demo of each style of community build will be shown.

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Creating a Salesforce Community: Code vs Configuration

  1. 1. Creating a Salesforce Community: Code vs Configuration Michael Welburn Senior Technical Architect, 7Summits michael.welburn@7summitsinc.com @MichaelWelburn
  2. 2. Michael Welburn Senior Technical Architect, 7Summits
  3. 3. What are Communities? Salesforce Community Cloud offers a place for your employees, customers, and partners to connect outside the scope of your internal systems (but controlled and managed via your Salesforce org). Objects and records can be shared from your internal users with the community users Chatter Groups and Messaging are scoped to the Community Collaboration and self-service are some of the primary use cases Communities can be spun up and configured in a variety of different manners depending on level of customization necessary.
  4. 4. Standard tabs & page layouts Can configure light branding, including header & footer Configuration over code WYSIWYG editor Ability to leverage existing widgets Configuration over code Customize business logic with Apex & Visualforce Full use of custom HTML / CSS / Javascript Code in addition to configuration Salesforce Tabs Community Templates Salesforce Tabs + Visualforce Any CommunityEmployee / Partner Community Self-Service / Customer Community Implementation Options
  5. 5. Communities Architecture
  6. 6. Salesforce Tabs Out-of-the-box Salesforce tabs, list views, & page layouts. Supports standard platform self-service functionality. Pros: Basic theming options available out-of-the-box for tabs (including custom header) Support for all sales, service, marketing, and platform features (depending on license) Full Force.com platform capability Cons: Visualforce is the preferred approach for better customization, yet Visualforce requires coding capability Requires some knowledge of the Force.com platform
  7. 7. Salesforce Tabs Demo
  8. 8. Community Templates Can choose preconfigured templates for creating your community that leverages a WYSIWYG user interface editor. Alternatively, can leverage Site.com Studio for more granular edits. Pros: Out-of-box app targeted at self-service communities More CSS styles available Great for a quick rollout of a simple self-service community user case Cons: Limited to self-service functionality today (cases, Salesforce Knowledge, Chatter Answers) Doesn’t support other sales, service, or platform use cases Doesn’t have full platform capability
  9. 9. Community Templates Demo
  10. 10. Salesforce Tabs + Visualforce Mix out-of-the-box Salesforce tabs, list views, and page layouts with custom Visualforce pages. Pros: Full support for interface and business logic customization Support for all sales, service, marketing, and platform features (depending on license) Full Force.com platform capability Cons: Requires development background for Apex & Visualforce customization Requires knowledge of the Force.com platform
  11. 11. Salesforce Tabs + Visualforce Demo
  12. 12. Portal for users familiar with Salesforce UI Can leverage existing Salesforce infrastructure (workflows, validations, etc.) No ability to implement page- level customizations beyond page layout modifications Currently geared towards self- service Prettier, more extensible version of Salesforce Tabs (future) Doesn’t yet have the full featured customization of Salesforce Tabs + Visualforce Supports complex, page-driven business logic Complete customization of the interface is possible Salesforce Tabs Community Templates Salesforce Tabs + Visualforce Any CommunityEmployee / Partner Community Self-Service / Customer Community Summary
  13. 13. Thank you
  14. 14. Share Your Feedback, and Win a GoPro! 3 Earn a GoPro prize entry for each completed survey Tap the bell to take a survey 2Enroll in a session1

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